Juniper Square

Sales Associate, Enterprise

United States

Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Real Estate, Private Equity, Venture CapitalIndustries

About Juniper Square

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you.

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

As a Sales Associate II, you’ll operate as a strategic partner to a team of Enterprise Account Executives, supporting every stage of the sales process with our largest and most complex fund manager prospects. This is a high-impact, high-visibility role designed for someone highly organized, resourceful, and eager to build a long-term career in enterprise sales.

You’ll work across internal systems (Salesforce, Lexion, etc.), coordinate meetings and travel, support deal follow-up, support live events and conferences, and help advance pipeline progression. You’ll also contribute to strategic projects, events, and channel engagement initiatives. This is an ideal opportunity for someone with private markets or fintech experience who thrives in fast-paced, high-stakes environments and wants to grow into an Enterprise AE role. We’re ideally looking for someone based in New York City who can join the team in our NYC office 3 days a week to connect in person, collaborate, and build relationships.

What You'll Do

Support Strategic Sales Planning

  • Partner with Enterprise AEs to align on outreach strategy, top account prioritization, and opportunity progression plans
  • Contribute to strategic planning and research across our Top 150 target accounts
  • Help with weekly action items, work summaries, and meeting recaps to keep the team in sync

Pre-Meeting Preparation & Scheduling

  • Coordinate and manage scheduling for internal and external meetings, ensuring all stakeholders are prepped and aligned
  • Assist with prospect research, call planning, and sales asset preparation for meetings

Live Deal Support & Meeting Execution

  • Join key prospect calls to support notetaking, relationship mapping, and action tracking

Post-Meeting & Deal Progression

  • Support follow-up from meetings: log action items, assign tasks, and ensure timely execution across all threads
  • Support open opportunities by assisting AEs, as needed, and coordinating resources to move deals forward
  • Coordinate with internal team when opportunities are in the contract creation phase

Pipeline Management & Operational Excellence

  • Maintain and update Salesforce (SFDC) opportunity status, tasks, and documentation to keep deals on track
  • Ensure sales assets, trackers, and tools are organized, up to date, and accessible to the AE team
  • Leverage AI and data to drive operational efficiency. We're looking for someone who’s curious about emerging technologies, enthusiastic about AI, and eager to experiment with new tools, workflows, and smarter ways of working.
  • Assist Enterprise AEs with expense reimbursement

Event and Channel Support

  • Support strategic sales projects and channel partnership initiatives (e.g., event coordination, meeting setup, lay-of-land discovery)
  • Represent the company at events and conferences and help support the AEs in driving attendance, prepping for meetings, and hand

Skills

Salesforce
Sales Process
Pipeline Management
Client Relationship Management
Event Coordination
Travel Coordination
Deal Follow-up
Strategic Projects
Channel Engagement
Fintech
Private Markets

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.

San Francisco, CaliforniaHeadquarters
2014Year Founded
$234.4MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

Benefits

Competitive salary
Meaningful equity
Health, dental, & vision care
Unlimited vacation policy
Generous paid family leave, medical leave, & bereavement leave policies
401k retirement savings plan
Healthcare FSA & commuter benefits programs
Professional development stipend
Monthly work from home wellness stipend
Mental wellness coverage
Home office productivity allowance

Risks

Increased competition from emerging fintech startups could erode market share.
Integration of Forstone Luxembourg may disrupt existing workflows if mismanaged.
Rapid international expansion exposes Juniper Square to unfamiliar regulatory environments.

Differentiation

Juniper Square offers a universal system for private investment partnerships.
The platform provides a 360-degree view of investment data for stakeholders.
Juniper Square supports firms of all sizes, regardless of investment complexity.

Upsides

Acquisition of Forstone Luxembourg expands global fund administration capabilities.
Integration with AltExchange unlocks new alternative investment opportunities.
Surpassed $1 trillion in investor equity, showcasing rapid growth.

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