About your roleAs a Senior Institutional Success Architect (ISA) at Juniper Square, you will be permanently embedded with a small number of our largest and most strategic accounts, owning their long-term technical success. This is a strategic, high-impact technical account management role.
You will be the product expert and advocate for your clients: deeply understanding their use cases and business goals, mapping them to Juniper Square products, features, and functions from implementation through the life of the relationship, and staying current on everything we ship. You will be the technical voice of your clients inside Juniper Square, using real-world feedback and impact to influence product direction.
You will work in partnership with your Institutional Customer Success Manager, Institutional Data Architects, and teams and leaders across the company to design and carry out the technical strategies that help your clients reach their goals. Your north star is making our clients and their users raving fans, with high product adoption.
What you'll do- Understand each client's business goals and use cases, and map them to the workflows and features that drive user satisfaction.
- Lead integration and technical discovery for your clients.
- Own configuration, setup, and training for the initiatives you are embedded on, from kickoff through adoption.
- Drive work forward proactively and with a sense of ownership, from large implementations to new feature updates.
- Proactively identify opportunities to optimize client workflows and integrations and drive adoption of our newest features.
- Build relationships with client stakeholders at every level, from power users on business teams to engineers and senior technology executives.
- Partner closely with your Institutional Customer Success Manager on account strategy and client health.
- Act as the technical escalation point for your accounts, owning the plan to resolve issues.
- Influence the product roadmap and align internal priorities to what your clients need.
- Use AI in your daily work, spot AI and integration opportunities in client workflows, and share what works with the team.
Qualifications- 7 to 10 years of relevant experience, including with large enterprise clients in the investment management industry.
- A strong technical foundation across APIs, databases, and system architecture, with hands-on experience scoping and delivering system integrations and data mapping.
- Consulting-style experience managing multiple client projects at once, staying organized and focused while tracking each toward measurable outcomes.
- A track record of driving large implementations and persevering through hard problems.
- Build repeatable, scalable, and deterministic AI-driven workflows, packaged as reusable components that internal teams and customers can adopt across tools and platforms.
- Demonstrated ability to build trusted relationships with, and influence, technical decision-makers and users at all levels, and to translate complex technical concepts into business objectives.
- Curious and analytical, with strong Excel skills, presentation skills, and attention to detail.
- Bachelor's degree or equivalent work experience.
- Willingness to meet with clients in person and travel an average of once per month.
Preferred
- Experience migrating clients from legacy fund accounting, CRM, or investor portal platforms.
- Familiarity with private equity, venture capital, real estate, or private credit fund structures.
- Reusable AI work, such as prompt libraries, templates, or process guides.
- Based in the Pacific Time Zone, specifically the San Francisco Bay Area.
CompensationCompensation for this position includes a base salary, bonus, equity, and a variety of benefits. The U.S. base salary range for this role is $140,000 to $175,000 USD in New York and San Francisco, and $126,000 to $157,000 USD for all other U.S. locations. Actual base salaries will be based on candidate-specific factors, including experience, skillset, 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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