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Salary: USD 130,000 - 140,000 / annual
Juniper Square is the operations partner for 2,300+ private equity, venture capital, and real estate fund managers, unifying technology, data, and fund administration services into a single platform. With $300B+ under administration and 1,000+ employees, the company is backed by $350M+ in funding and operates across 27 U.S. states, 2 Canadian provinces, India, Luxembourg, and England.
As Manager of Fund Administration (Onboarding), you will lead the successful onboarding of new customers onto Juniper Square's fund administration services, with a focus on fund accounting and reporting setup. This is a people-management role overseeing a growing onboarding function during a period of significant expansion.
Key responsibilities include:
- Lead and manage the successful onboarding of new fund administration customers, partnering with cross-functional teams
- Manage project plans and onboarding milestones to ensure timely execution of deliverables
- Interface directly with clients to deliver an outstanding implementation experience
- Serve as a technical accounting expert for your team and clients during onboarding
- Lead efforts to improve onboarding workflows, applying best practices and process efficiencies
- Oversee collection and review of customer offering documents (LPAs, etc.) and financial data, reconciling data received during onboarding
- Reconcile customer data and review final setup of completed customer workspace for quality and accuracy before handoff to ongoing service teams
- Identify product development opportunities and route technical and product feedback to development teams
- Participate in special projects as needed
The role offers the opportunity to shape the trajectory of the onboarding function and help deliver a best-in-class initial experience for new customers in a hyper-growth, founder-led company.
REQUIREMENTS:
- 7+ years of fund accounting experience in private equity, venture capital, and/or real estate funds (required)
- 3+ years of people management experience including hiring, building teams, performance management, coaching, and career development
- Proven experience with customer onboarding, data migration, or implementations in a fund administration or fintech environment
- Bachelor's degree in Accounting or related field
- Proven ability to independently identify, analyze, and resolve complex problems with minimal supervision
- Comfortable with ambiguity within a hyper-growth, startup environment
- Experience with fund-level accounting and reporting, including complex fund structures and consolidations
- Advanced understanding of complex accounting transactions, private equity investment structures, and reporting requirements for private equity funds
- Passion for technology and desire to use technology to improve business operations
- Experience scoping out system requirements and implementing new systems
