Jobs at Juniper Square

• Understand internal customers' needs and facilitate setting project goals and objectives — acting as a trusted advisor from discovery through launch
• Conduct business discovery sessions with GTM and cross-functional stakeholders to surface pain points and identify automation and AI opportunities

• Map the full path from quote to collected cash across Salesforce CPQ, Deal Desk approvals, the contract stack, NetSuite, Zone Advanced Billing, and collections, and find the highest-leverage places to automate
• Work with the Salesforce and Business Technology owners to tighten the flow between Salesforce ...

• Assist in the review of U.S. partnership income tax returns (Form 1065), investor Schedule K-1s, and supporting workpapers for investment funds and management companies.
• Own complex partnership tax work, including aggregate and special allocations, waterfall and carried-interest calculations, book-to-tax differences, and capital account maintenance.

About Juniper Square
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.

• Execute daily transaction processing activities, including trade settlements, income and expense accruals, and corporate actions.
• Ensure transactions are recorded accurately and in compliance with fund guidelines.

• Own social strategy and day-to-day execution across LinkedIn and future channels.
• Manage the social calendar and publishing stack (e.g., Sprout Social or equivalent); own the end-to-end production workflow from brief to live.

• Lead the architecture and design of full-stack applications, including frontend interfaces, backend services, and cloud infrastructure.
• Provide hands-on technical guidance to engineering teams and mentor developers across frontend and backend domains.

• Own reliability and observability across the organization — SLAs/SLOs, instrumentation, and on-call health
• Design, deploy, and maintain Kubernetes infrastructure (Helm, EKS/ECS) and core AWS services (RDS/Aurora Postgres, networking, scaling)

• Set the technical direction and own the architecture for your domain's systems, from design through production
• Lead technical design for ambiguous, cross-functional initiatives - evaluating tradeoffs, aligning stakeholders, and driving implementation

• Deliver outstanding technical assistance to our customers via phone, email, Zoom and chat while taking ownership of timely solutions
• Develop expert-level knowledge of our Juniper Square platform and the private markets industry in order to share best practices and guide customers to success

• Own ASC 606 revenue recognition across software subscription, professional services, and fund administration service revenue, including bundled arrangements where components carry different revenue treatment.
• Set and maintain revenue policy, the standalone selling price methodology, technical position p...

• Support major decisions regarding team buildout and operational policies and procedures
• Define and support the implementation of fund administration workflows, applying best practices and process efficiencies

• Lead the architecture and design of full-stack applications, including frontend interfaces, backend services, and cloud infrastructure.
• Provide hands-on technical guidance to engineering teams and mentor developers across frontend and backend domains.

• Own the design system strategy and roadmap: define what the system needs to become, set priorities, establish governance, and build the contribution model that makes it sustainable as the team and product grow.
• Define the AI enablement strategy for design-to-engineering: determine how AI tools are integra...

• Lead, coach, and develop a team of Investor Services Associates and Assistant Managers.
• Own team-level performance metrics including SLA adherence, quality, and customer satisfaction.

• Partner on Juniper Square's strategy, positioning and messaging for the venture capital segment, articulating a differentiated value proposition for each stakeholder in the VC buying group; Managing Partners and General Partners, CFOs, Heads of Finance and Fund Operations, Investor Relations and LP-facing teams, and technical evaluators.

• Partner on Juniper Square's strategy, positioning and messaging for the real assets segment, articulating a differentiated value proposition for each stakeholder in the CRE buying group; CFOs, COOs, Heads of Asset Management and Fund Operations, Fund Controllers, Investor Relations, and technical evaluators.

• Deliver outstanding technical assistance to our customers via phone, email, and chat while taking ownership of timely solutions
• Build knowledge of our evolving software and the private markets industry in order to be a go-to expert who can share best practices and guide customers to success

• Independently own communication with senior and executive customer stakeholders, and lead negotiation of scope and timeline changes.
• Review, analyze, interpret, and transform complex financial datasets for import into the Juniper Square platform.

• Own and develop a portfolio of strategic partner relationships across audit, tax, legal, banking, and placement agency firms in the New York market, with a focus on senior-level stakeholders
• Drive qualified referral pipeline from partner relationships to Juniper Square's sales team, with accountability for both volume and quality of introductions