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Own messaging, positioning, and enablement for the venture capital segment. Build VC personas and playbooks, support Sales with collateral and deal strategy, run voice-of-customer and competitive research, and apply AI tooling to accelerate content and insights. Partner cross-functionally with Sales, Demand Gen, Product, and Customer Marketing to drive VC pipeline and wins.

Lead product marketing for Juniper Square's real assets segment: define positioning, build persona playbooks, enable Sales with collateral and competitive battlecards, run voice-of-customer research and win/loss analysis, embed AI tooling into messaging workflows, and partner cross-functionally with Sales, Demand Gen, Product, and Customer Marketing to drive pipeline and deal outcomes.

Own end-to-end onboarding for strategic enterprise customers, focusing on transforming and importing complex investment data. Advise on optimal data structures, negotiate scope/timelines with executives, escalate and resolve high-risk engagements, mentor junior onboarding managers, and build scalable AI-supported workflows and tooling to automate and improve onboarding processes.

Lead and build an AI-native demand generation function driving ABM and multi-channel campaigns. Own targeting, budget, measurement, hiring, and cross-functional orchestration to generate pipeline and revenue from named accounts.

Lead design and architecture for accounting and API services, deliver enterprise-grade, secure, and scalable systems, mentor and manage junior developers, own production monitoring and incident resolution, and collaborate with product, UX, and QA to meet timelines and quality standards.

Execute data and document onboarding, process AI-assisted workflows within SLAs, review AI outputs for quality, refine operational procedures, collaborate with customer-facing teams, and serve as an operational contact for internal and external stakeholders.

The AI Enablement Lead will design and conduct training programs to improve AI fluency within Juniper Square, focusing on tools like Claude and Cowork. Responsibilities include curriculum development, leading sessions, coaching, and measuring adoption outcomes.

The role involves overseeing fund administration services, managing a team of fund accountants, and ensuring high-quality client interactions and reporting in private equity and real estate sectors.

Manage a portfolio of 60–75 mid-market customers: lead onboarding, implementation, product adoption, and renewals; monitor customer metrics and satisfaction; advocate customer needs to product and engineering; contribute to operational improvements; and apply AI tools to improve CSM workflows and outcomes.

Own partnership tax compliance for a portfolio of private funds: prepare and review Form 1065, Schedule K-1s, complex allocations, book-to-tax adjustments, capital account maintenance, manage filing calendars and K-1 delivery, research partnership tax issues, coordinate with accounting/auditors, and mentor associates.