Senior Technical Consultant

About Juniper Square

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 Role

As a Senior Technical Consultant at Juniper Square, you will be responsible for designing, developing and delivering solutions to our customers during implementation and throughout the customer lifecycle. Your role will be to provide consultation and guidance to customers and internal teams on software usage, process recommendations, and solution proposals.

You'll engage with customers hands-on, partnering with teams across their organization to understand their current ways of working and helping them create more efficient practices. You'll use your product expertise and industry best practices to help customers provide an excellent experience to their investors and transform how they operate.

What You’ll Do

• 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.

Qualifications

• Bachelor's 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
• Must be creative and work well as a member of a team to drive decision-making
• Ability to identify areas for improvement and propose solutions to generate efficiencies
• Performs under minimal supervision and can work independently
• 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

Compensation

Compensation for this position includes a base salary, annual bonus plan, equity, and a variety of benefits. The U.S. base salary range for this role is $115,000 - $140,000 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

Key skills/competency

• Technical Consulting
• Solution Design
• Implementation Management
• Customer Engagement
• Investment Management Industry
• Advanced Excel Skills
• Stakeholder Communication
• Process Optimization
• Product Expertise
• Client Presentation Leadership