Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you.
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 roleDeal Desk partners closely with Sales, Finance, Legal, Sales, Customer Success,and Renewal Managers to efficiently close deals that benefit both our customers and Juniper Square.
The Deal Desk Analyst will have a team-oriented mindset and serve as a key point of contact for Sales, Customer Success Managers, and Renewal Managers on all deal-related matters, both big and small. This role involves managing day-to-day inquiries related to Salesforce, quote building, deal structuring, approval processes, and discount management. A critical aspect of this position is a strong desire to support others in achieving their goals and taking satisfaction in their success.
The Deal Desk Analyst will be responsible for supporting our global Quote-to-Order process. Reporting to the Deal Desk Manager, this foundational hire will play a pivotal role in refining processes, enhancing systems, and fostering a service-oriented approach to drive efficiency and growth across the organization.
We are on a mission to make commercial real estate and capital markets more transparent and accessible to all. We seek someone excited about building processes and generating insights that empower the entire company to achieve that vision.
The application deadline for this role is May 4th, 2026.
What you’ll doServe as a trusted advisor to Sales, Customer Success, and Renewal Managers on deal structuring, quoting, approval workflows, and order processing.
Manage end-to-end quote and order execution, ensuring accuracy and adherence to business policies and procedures.
Strategically structure deals by proposing creative, scalable solutions that align with customer needs while protecting and maximizing revenue.
Partner with Finance and Legal to ensure contracts are compliant, complete, and aligned with internal policies and revenue recognition standards.
Review and address non-standard deal structures in collaboration with Accounting, identifying and resolving revenue recognition considerations.
Document non-standard terms, commitments, and exceptions in coordination with Legal and Finance.
Drive continuous process improvement by identifying gaps, proposing solutions, and contributing to scalable Deal Desk operations.
Support the development and maintenance of deal desk playbooks, templates, and order form standards.
Leverage AI tools daily to automate and streamline deal desk workflows, from proposal drafting and contract review to pricing analysis and approvals routing, with the goal of compressing timelines and improving output quality.
1-2 years of experience in Deal Desk, Sales Operations, Revenue Operations, Contract Management, or a related Cloud/SaaS environment.
Strong understanding of SaaS revenue models, pricing structures, and quote-to-cash (QTC) processes.
Proven ability to manage competing priorities in a fast-paced, high-volume environment with a sense of urgency and professionalism.
Collaborative, team-first mindset with a track record of building strong cross-functional relationships across Sales, Finance, Legal, and Customer Success.
Exceptional attention to detail balanced with the ability to think strategically and see the big picture.
Clear, concise, and professional communicator - comfortable working with both field teams and executive stakeholders.
Proficiency in Salesforce and CPQ (Salesforce CPQ/Billing experience strongly preferred).
Familiarity with contract lifecycle management tools and order form processes is a plus.
You are an active, fluent user of AI tools. You approach repeatable tasks by building prompts, skills, or structured workflows to eliminate manual effort.
Compensation for this position includes a base salary and a variety of benefits. The U.S. base salary range for this role is $60,000 - $75,000. Actual base salaries will be determined by candidate-specific factors, including experience, skill set, and location, as well as 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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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.
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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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