Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.
Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.
About your roleJuniper Square’s Customer Success organization is responsible for onboarding customers, driving usage and adoption of the product, and ensuring customer satisfaction. This is a great opportunity to use relationship management and project management skills to support customers who are transforming the way they do business by using Juniper Square. You will enjoy this role if you enjoy being a product and industry expert to help customers achieve their goals while advocating internally to ensure Juniper Square’s products continue to exceed expectations!
What you’ll doManage a portfolio of 60-75 existing customer accounts
Work with end-users of the product on implementation, onboarding, product adoption, and renewals
Review customer metrics for product adoption, client satisfaction, and customer goals
Develop advanced knowledge of the customer, product, and industry
Contribute to internal projects that improve operational infrastructure
Work with product and engineering teams to create new product features that reflect the voice of our customers
Use AI tools (e.g., Claude) as part of your core CSM workflow so you arrive sharper, faster, and more customer-ready.
Look for ways to apply AI across your book and your own workflow, and share what works so the wider team benefits.
5+ years of professional experience and 3+ years in a relevant customer success management role
Experience communicating with clients in written and verbal form
Experience leading client-facing meetings and presentations with multiple attendees of various levels, including executives
Passion for contributing to the customer's success with a product or service
Demonstrates competence in prioritization of time, resources, tasks, and people in order to meet deadlines and goals
Demonstrated experience quickly learning advanced technical subject matter and curiosity to grow in knowledge
Consistent, thoughtful use of AI across your core CSM deliverables, including the instinct to set it up with good context and a real example of where it improved quality, speed, or customer readiness.
Thrives in a changing and evolving work environment
Bachelor's degree or equivalent years of professional experience
Preferred:
Experience producing AI-powered work others reuse or run AI-enabled improvements with measurable outcomes.
At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications.
CompensationCompensation for this position includes a base salary, bonus, and a variety of benefits. The U.S. base salary range for this role is $86,000 - $105,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
Benefits include:
Health, dental, and vision care for you and your family
Life insurance
Mental wellness coverage
Fertility and growing family support
Flex Time Off in addition to company paid holidays
Paid family leave, medical leave, and bereavement leave policies
Retirement saving plans
Allowance to customize your work and technology setup at home
Annual professional development stipend
Your recruiter can provide additional details about compensation and benefits.
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Skills Required
- 5+ years of professional experience and 3+ years in a relevant customer success management role
- Manage a portfolio of 60-75 existing customer accounts
- Experience communicating with clients in written and verbal form
- Experience leading client-facing meetings and presentations with multiple attendees of various levels, including executives
- Passion for contributing to the customer's success with a product or service
- Competence in prioritization of time, resources, tasks, and people to meet deadlines and goals
- Demonstrated experience quickly learning advanced technical subject matter
- Consistent, thoughtful use of AI across core CSM deliverables, including setup with good context and examples of impact
- Use of AI tools (e.g., Claude) as part of core CSM workflow
- Bachelor's degree or equivalent years of professional experience
- Experience producing AI-powered work others reuse or running AI-enabled improvements with measurable outcomes
Juniper Square Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Juniper Square and has not been reviewed or approved by Juniper Square.
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Parental & Family Support — Paid parental and family leave is frequently characterized as generous, with structured return‑to‑work support referenced. Feedback suggests family‑forming and caregiver supports are a notable strength.
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Leave & Time Off Breadth — Unlimited PTO alongside paid holidays and sick time is consistently highlighted. Team practices like no‑meeting days and flexible scheduling further support time away.
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Wellbeing & Lifestyle Benefits — A digital‑first, remote‑friendly setup is reinforced by home‑office stipends, setup reimbursements, and expanded mental‑health support. Feedback suggests these perks materially improve daily work flexibility and wellbeing.
Juniper Square Insights
What We Do
At Juniper Square, we work hard every day to set the bar high in the work we do. We bring out the very best in each other without sacrificing kindness, quality, and the willingness to learn. You will see that every function and team is given respect here, because when any one of us wins, we all win. We bring a beginner’s mind to our work, not ego—enabling learning and creative and critical thinking. Some people talk about transparency, but here we treat you like the owner that you are: We share knowledge and information with all our employees, knowing that informed teams are successful teams (and happy ones too).
Why Work With Us
Our vision is to make the world’s private capital markets more efficient, transparent, and accessible through financial technology. We have an opportunity to transform an enormous and important industry, and we feel lucky to be working with the most talented, kindest, and most ambitious colleagues of our careers. Come join us!
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