[Remote] Senior Customer Solutions Specialist (UK) at Juniper Square

United Kingdom

Juniper Square Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Private Equity, Private Markets, Financial TechnologyIndustries

Requirements

  • Bachelor’s degree (Finance, Accounting, Economics, MIS, or business related degree preferred)
  • 4-6+ years of professional experience in a relevant setting
  • Excellent written and verbal communication skills
  • Demonstrate assertiveness and perseverance when resolving customer requests
  • Team-first attitude, high level of empathy, and passion for helping others
  • Strong troubleshooting, problem solving, and analytical ability
  • Excellent time management and organizational skills
  • Strong technical aptitude and a desire to learn and develop new skills
  • Ability and openness to work U.K. business hours for business and customer needs, but flexible to join periodic later meetings
  • You might be subject to travel to the US

Responsibilities

  • Deliver outstanding technical assistance to our customers via phone, email, Zoom and chat while taking ownership of timely solutions
  • Develop expert-level knowledge of our Juniper Square platform and the private markets industry in order to share best practices and guide customers to success
  • Use B2B customer-facing skills by developing strong relationships with customers and act as their trusted advisor
  • Work closely with Customer Success Managers, Product Managers, and Software Engineers to identify and implement complex solutions for our customers
  • As needed, guide customers throughout their onboarding journey and hold client meetings to review their needs for success
  • Advocate by sharing customer feedback to inform product development and improvements
  • Demonstrate cross-functional understanding of the customer journey, collaborating effectively with other teams to address customer needs and proactively communicate potential risks
  • Independently manage high-profile customer escalations, leveraging product expertise to handle challenging customer questions and objections, de-escalate difficult situations, and consistently achieve high CSAT (Customer Satisfaction) scores
  • Contribute to our positive and inclusive team culture by supporting your colleagues and sharing your knowledge and expertise

Skills

Customer Solutions
Technical Troubleshooting
Product Expertise
Cross-Functional Collaboration
Problem-Solving
Project Management
Communication
Customer Success
Technical Consulting
Sales
Customer Enablement

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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