Senior Customer Onboarding Specialist, Midmarket (Central, West US)
EvenUpSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Fintech, Private MarketsIndustries
Requirements
Candidates should possess a Bachelor’s degree and at least 2 years of experience, ideally in a field utilizing financial data such as investment banking or management consulting. Significant experience working with complex datasets in Microsoft Excel is required, along with familiarity with scripting languages and data management tools like SQL, Python, or R. Strong attention to detail, analytical skills, and an inquisitive nature are essential, as is the ability to manage multiple projects in a fast-paced environment.
Responsibilities
As a Product Onboarding Manager, you will lead the end-to-end onboarding experience for customers, focusing on transforming their investment data for the Juniper Square application. This includes gathering and consolidating data from various sources, accurately mapping it to the Juniper Square model, interpreting complex legal agreements, and communicating clearly about data changes and discrepancies to customers. You will guide customers through data mapping decisions, provide expertise and recommendations for data optimization, and contribute to improving onboarding tools and processes while collaborating with internal teams.
Skills
Data Mapping
Client Communication
Legal Agreement Interpretation
Private Investment Data
Product Knowledge
Data Consolidation
Juniper Square
Technology solutions for private investment partnerships
About Juniper Square
Juniper Square provides a comprehensive platform for managing private investment partnerships in sectors like commercial real estate, private equity, and venture capital. The platform supports all phases of the investment lifecycle, including fundraising, investor operations, and fund administration. It connects general partners (GPs) and limited partners (LPs), facilitating communication and collaboration throughout their investment journeys. By automating processes and making critical investment data easily accessible, Juniper Square helps reduce manual work and accelerates investment closings. Unlike its competitors, Juniper Square offers a universal system tailored specifically for private markets, accommodating firms of any size and complexity. The company's goal is to simplify and enhance the investment process, ensuring secure management and sharing of sensitive information.
Key Metrics
San Francisco, CaliforniaHeadquarters
2014Year Founded
$234.4MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees