Note: The job is a remote job and is open to candidates in USA. Juniper Square is a company focused on unlocking the potential of private markets through technology and data. As a Senior Technical Consultant, you will design and deliver solutions for customers, providing guidance on software usage and process improvements while collaborating with various teams to enhance customer experiences.
Responsibilities
- Develop and implement standard operating procedures for how the Technical Consulting Team interacts with internal and external stakeholders
- Strategize and consult with customers to understand their motivations, business drivers, strategic goals, and desired business outcomes
- Design an appropriate adoption plan and execute in a timely fashion
- Identify and overcome potential constraints, create positive outcomes and increase customer feature adoption and engagement
- Structure and lead specific training for customers involving many users with varying skill sets and responsibilities
- Break down complex and technical concepts for a wide audience of different stakeholders with a varying degree of technical expertise
- Serve as a technical expert and maintain a deep understanding of customer behaviors, product functionality, and industry best practices
- Partner with team members across Project Management, Customer Success, Service and Support to troubleshoot complex issues and drive successful outcomes for our customers
- Collaborate cross-functionally with product development teams to guide Juniper Square’s product roadmap that reflects the voice of our customers
- Work across the organization to create, document and maintain consistent messaging around product and procedural best practices
- Use AI tools as part of your core delivery workflow to produce sharper, faster, more customer-ready output
- Identify AI and integration opportunities from customer conversations, pain points, and workflow gaps, and give credible guidance on what's buildable and the best practices
Skills
- Bachelor degree or equivalent work experience required
- Minimum of 5 years relevant experience, including experience working with large, strategic enterprise customers in the investment management industry
- Analytical mindset with in-depth excel skills
- Effective analysis, interpersonal, written and oral communication skills
- Must be able to communicate with others in a concise, prescriptive, persuasive and professional manner
- Led client-facing meetings and presentations with multiple attendees of various levels, including executives
- Creative problem solver who collaborates effectively across teams to drive decision making
- Ability to identify areas for improvement and propose solutions to generate efficiencies
- Ability to travel nationally up to 10% of the time to meet with customers or team members as needed
- Previous consulting-like experience helping customers achieve outcomes in a technical manner
- Hands on experience establishing repeatable, context-rich use of AI across deliverables
- Experience producing AI-powered work others reuse (prompt libraries, templates, process guides, onboarding frameworks), running AI-enabled improvements with measurable outcomes
- Experience working in the private credit industry
Benefits
- 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
Company Overview
Juniper Square provides software and fund administration services that streamline collaboration and communication between GPs and LPs. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.junipersquare.com.Company H1B Sponsorship
Juniper Square has a track record of offering H1B sponsorships, with 4 in 2026, 4 in 2025, 5 in 2024, 4 in 2023, 3 in 2022, 3 in 2020. Please note that this does not guarantee sponsorship for this specific role.