Juniper Square
Technical Consultant at Juniper Square
$90,000–$110,000 / year
Apply for this positionRole overview
An at-a-glance view of the facts included with this Technical Consultant at Juniper Square listing.
- Company
- Juniper Square
- Location
- Remote, United States
- Work arrangement
- Remote
- Employment type
- Full-time
- Compensation
- $90,000–$110,000 / year
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Role overview
This job description has been rewritten in fresh language using the facts in the listing. Source credit and original listing details are available below.
Juniper Square is hiring a full-time Technical Consultant for a remote role in the United States. The position helps investment management clients get value from the company’s platform by advising on adoption, implementing tailored solutions, and supporting lasting client relationships. The listed U.S. base salary range is $90,000–$110,000 per year; compensation also includes a bonus, equity, and benefits. Actual base pay depends on factors such as experience, skills, and location, including applicable local minimum-pay requirements.
The consultant will work with client teams to understand their workflows and goals, then guide solution design, implementation, training, and platform use. The role also contributes to internal process improvements and documentation, collaborates across several Juniper Square teams, and uses AI tools to streamline recurring work and prepare materials. National travel may be required, up to 10% as needed.
Juniper Square supports remote work across 27 U.S. states, two Canadian provinces, India, Luxembourg, and England, and also has offices in San Francisco, New York City, Mumbai, and Bangalore. Benefits listed for this position include health, dental, and vision coverage; life insurance; mental wellness and family-building support; paid time off and leave programs; retirement savings plans; a home-office and technology allowance; and an annual professional development stipend.
Role at a glance: Remote U.S. Technical Consultant role serving investment management clients, with a $90,000–$110,000 annual base salary range and travel of up to 10%.
Responsibilities mentioned in the listing
- Advise clients on strategic goals and develop tailored platform adoption plans.
- Lead solution design and implementation, addressing constraints and supporting timely delivery.
- Create and deliver training for users with different levels of technical expertise.
- Maintain expertise in product functionality, industry practices, and customer behavior.
- Work with Project Management, Customer Success, Service and Support, and Product Development to resolve issues and inform product roadmap decisions.
- Create standard operating procedures to improve the Technical Consulting Team’s efficiency.
- Develop and maintain product and process documentation to support consistent guidance.
Qualifications stated in the listing
- At least two years of experience working with clients in the investment management industry.
- Experience leading client meetings and presentations, including with executive audiences.
- Strong analytical, interpersonal, written, and verbal communication skills.
- Problem-solving ability and a proactive approach to process improvement.
- Practical use of AI tools such as Claude or ChatGPT, including delegating recurring tasks, refining multi-turn prompts, and evaluating outputs critically.
- Ability to work independently with little supervision and collaborate effectively with a team.
- Willingness to travel nationally up to 10% as needed.
- A bachelor’s degree or equivalent professional experience.
Full details from the source listing
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. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.
Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!
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
We are looking for a Technical Consultant to play a pivotal role in empowering our clients to maximize the value of our innovative investment management platform. You'll be a trusted advisor, driving successful implementations and fostering long-term customer relationships by leveraging your deep product knowledge and industry insights. This is an opportunity to directly impact how our clients operate, transforming their processes and enhancing their investor experience.
As a Technical Consultant, you will design, develop, and deliver tailored solutions that address our clients' unique business challenges. You'll partner closely with clients across their organizations, understanding their workflows and guiding them towards more efficient and effective practices. Your expertise will be instrumental in ensuring seamless adoption, driving feature utilization, and achieving optimal business outcomes.
What you’ll do
Strategic Consultation: Partner with clients to understand their strategic goals, business drivers, and desired outcomes, crafting customized adoption plans that align with their objectives.
Solution Delivery: Lead the design and implementation of solutions, ensuring timely execution and overcoming potential constraints to drive positive results.
Training & Enablement: Develop and deliver comprehensive training programs for diverse user groups, simplifying complex technical concepts for varying levels of expertise.
Technical Expertise: Serve as a subject matter expert, maintaining a deep understanding of product functionality, industry best practices, and customer behaviors.
Cross-Functional Collaboration: Partner with Project Management, Customer Success, Service and Support, and Product Development teams to resolve complex issues and influence product roadmap decisions.
Process Optimization: Develop and implement standard operating procedures to enhance the efficiency and effectiveness of the Technical Consulting Team.
Knowledge Sharing: Create and maintain documentation on product and procedural best practices, ensuring consistent messaging across the organization.
AI-Enabled Efficiency: Use AI tools to accelerate recurring work, qualify client use-cases to our product offerings, manage your client book, and prepare documentation
Qualifications
Minimum of 2 years of experience working with clients within the investment management industry.
Proven ability to lead client-facing meetings and presentations, including executive-level audiences.
Exceptional analytical, interpersonal, and communication skills (written and verbal).
Strong problem-solving abilities and a proactive approach to identifying and implementing process improvements.
Demonstrated ability to use AI tools (e.g., Claude, ChatGPT) productively for day-to-day work: delegating recurring tasks, iterating through multi-turn prompts, and critically evaluating output.
Ability to work independently with minimal supervision and thrive in a collaborative team environment.
Willingness to travel nationally up to 10% as needed.
Technical experience in working with API implementations is a plus
Previous consulting experience helping customers achieve outcomes in a technical manner
Bachelor’s degree or equivalent professional experience.
Compensation
Compensation for this position includes a base salary, bonus, equity, and a variety of benefits. The U.S. base salary range for this role is $90,000 - $110,000 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
Your recruiter can provide additional details about compensation and benefits.
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