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 roleJuniper Square is seeking a Fund Solutions Consultant to join our Sales team. With a solid foundation in fund administration, including deep knowledge of complex accounting and private equity structures, this role serves as a vital advisor to prospective clients on technical aspects of fund administration sales. Exceptional communication and presentation skills are essential as you navigate client consultations, aligning their needs with our comprehensive software and fund administration offerings. This dynamic, client-facing position offers the unique opportunity to collaborate closely with both our Sales and Fund Administration teams to expand our customer network, leveraging your expertise and ability to engage effectively with prospective fund administration clients. Your contributions will be key to Juniper Square’s continued leadership in providing integrated solutions for funds.
What you’ll doPartner with Account Executives to target sales opportunities in fund administration for both new and existing clients.
Manage and address all technical inquiries from potential clients
Determine client requirements and ensure alignment with Juniper Square’s capabilities, particularly for complex or specialized fund structures
Establish trust with prospective clients by demonstrating and in-depth understanding of their business needs
Assess the needs of potential clients and collaborate with the Industry Principal and Head of Fund Administration to tailor and price services.
Engage with potential clients to understand their concerns and demonstrate how Juniper Square’s solutions can meet their needs.
Develop relationships with Fund Administration team leaders to facilitate cross-functional collaboration
Identify product and service evolution opportunities based on feedback from potential clients
Forge partnerships with third-party providers to complement and enhance Juniper Square’s solutions, ensuring a seamless and comprehensive service experience for clients
Over 10 years of experience in fund accounting, client services, relationship management, or audit within the fund administration sector.
Exceptional communication and presentation abilities.
Skilled in managing prospect expectations and uniting both internal and external stakeholders to achieve business objectives.
Comprehensive knowledge of complex accounting practices, private equity investment frameworks, and private fund reporting standards.
Proven ability to engage confidently with C-suite executives and senior leaders, showcasing expertise in industry and technical matters.
Strong interpersonal skills complemented by a keen commercial insight.
Experience with leveraged buyout funds is preferred.
Proficiency in Salesforce of similar tools is advantageous.
Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary for this role is $130,000 - $170,000. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable. Your recruiter can provide further details.
Benefits include:
Health, dental, and vision care for you and your family
Life insurance and disability coverage
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
401k retirement savings plan
Healthcare FSA and commuter benefits programs
Allowance to customize your work and technology setup at home
Annual professional development stipend
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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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