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Salary: USD 90,000 - 110,000 / annual
Juniper Square is seeking a Technical Consultant to serve as a trusted advisor to private markets clients, driving successful implementations and long-term customer relationships. The company operates a platform serving 2,300+ GPs with $300B+ under administration, combining technology, data, and fund administration services. With JunieAI, their purpose-built AI platform, they are transforming how private markets operate.
In this role, you will partner with clients across their organizations to understand workflows and guide them toward more efficient practices. Key responsibilities include:
- Strategic Consultation: Partner with clients to understand strategic goals and business drivers, crafting customized adoption plans aligned with their objectives.
- Solution Delivery: Lead design and implementation of solutions, ensuring timely execution and overcoming constraints to drive positive results.
- Training & Enablement: Develop and deliver comprehensive training programs for diverse user groups, translating complex technical concepts for varying expertise levels.
- Technical Expertise: Maintain deep understanding of product functionality, industry best practices, and customer behaviors to serve as a subject matter expert.
- Cross-Functional Collaboration: Work 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 of the Technical Consulting Team.
- Knowledge Sharing: Create and maintain documentation on product and procedural best practices.
- AI-Enabled Efficiency: Use AI tools to accelerate recurring work, qualify client use-cases, manage your client book, and prepare documentation.
You will work in a founder-led company (since 2014) with 1,000+ employees, backed by $350M+ in funding. The culture emphasizes ambitious, meaningful work, ownership mentality, urgency, and solving hard problems. Juniper Square offers flexible work arrangements with physical offices in San Francisco, New York City, Mumbai, and Bangalore, plus distributed teams across 27 US states, 2 Canadian provinces, India, Luxembourg, and England.
REQUIREMENTS:
- Minimum 2 years of experience working with clients in 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 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
- Bachelor's degree or equivalent professional experience
- Technical experience with API implementations (preferred)
- Previous consulting experience helping customers achieve outcomes in a technical manner (preferred)
