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 roleWe are looking for a Technical Consultant to play a pivotal role in empowering our clients to maximize the value of our innovative investment management platform. You'll be a trusted advisor, driving successful implementations and fostering long-term customer relationships by leveraging your deep product knowledge and industry insights. This is an opportunity to directly impact how our clients operate, transforming their processes and enhancing their investor experience.
As a Technical Consultant, you will design, develop, and deliver tailored solutions that address our clients' unique business challenges. You'll partner closely with clients across their organizations, understanding their workflows and guiding them towards more efficient and effective practices. Your expertise will be instrumental in ensuring seamless adoption, driving feature utilization, and achieving optimal business outcomes.
What you’ll doStrategic Consultation: Partner with clients to understand their strategic goals, business drivers, and desired outcomes, crafting customized adoption plans that align with their objectives.
Solution Delivery: Lead the design and implementation of solutions, ensuring timely execution and overcoming potential constraints to drive positive results.
Training & Enablement: Develop and deliver comprehensive training programs for diverse user groups, simplifying complex technical concepts for varying levels of expertise.
Technical Expertise: Serve as a subject matter expert, maintaining a deep understanding of product functionality, industry best practices, and customer behaviors.
Cross-Functional Collaboration: Partner with Project Management, Customer Success, Service and Support, and Product Development teams to resolve complex issues and influence product roadmap decisions.
Process Optimization: Develop and implement standard operating procedures to enhance the efficiency and effectiveness of the Technical Consulting Team.
Knowledge Sharing: Create and maintain documentation on product and procedural best practices, ensuring consistent messaging across the organization.
AI-Enabled Efficiency: Use AI tools to accelerate recurring work, qualify client use-cases to our product offerings, manage your client book, and prepare documentation
Qualifications
Minimum of 2 years of experience working with clients within the investment management industry.
Proven ability to lead client-facing meetings and presentations, including executive-level audiences.
Exceptional analytical, interpersonal, and communication skills (written and verbal).
Strong problem-solving abilities and a proactive approach to identifying and implementing process improvements.
Demonstrated ability to use AI tools (e.g., Claude, ChatGPT) productively for day-to-day work: delegating recurring tasks, iterating through multi-turn prompts, and critically evaluating output.
Ability to work independently with minimal supervision and thrive in a collaborative team environment.
Willingness to travel nationally up to 10% as needed.
Technical experience in working with API implementations is a plus
Previous consulting experience helping customers achieve outcomes in a technical manner
Bachelor’s degree or equivalent professional experience.
Compensation for this position includes a base salary, bonus, equity, and a variety of benefits. The U.S. base salary range for this role is $90,000 - $110,000 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
- At least 2 years of experience working with clients in the investment management industry
- Ability to lead client-facing meetings and presentations, including with executive audiences
- Exceptional written and verbal communication skills
- Strong analytical and interpersonal skills
- Strong problem-solving abilities and a proactive approach to process improvement
- Demonstrated productive use of AI tools such as Claude or ChatGPT
- Ability to work independently with minimal supervision and collaboratively
- Willingness to travel nationally up to 10%
- Technical experience with API implementations
- Previous technical consulting experience helping customers achieve outcomes
- Bachelor's degree or equivalent professional experience
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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