Senior Product Onboarding Manager

Americas

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Real Estate, Venture Capital, Private EquityIndustries

Requirements

Candidates should possess a Bachelor's degree and over 5 years of experience in fields that utilize complex financial data, such as investment banking, management consulting, or private markets operations. Proven success in managing large-scale, multi-stakeholder projects in a fast-paced, client-facing environment is essential. Strong expertise in Microsoft Excel for managing and manipulating complex datasets is required, with experience in scripting languages and data management tools like SQL, Python, or R being a plus. Exceptional problem-solving skills, meticulous attention to detail, and excellent written and verbal communication abilities are necessary to explain complex concepts to diverse audiences.

Responsibilities

The Senior Product Onboarding Manager will lead the end-to-end onboarding experience for strategic and complex customers, focusing on transforming investment data for the platform. This role involves guiding clients through data migration, mapping, and optimization, interpreting legal agreements and fund structures across various alternative investments. Responsibilities include executing onboarding projects, driving process and tool innovation, mentoring other Product Onboarding Managers, and serving as a resource for challenging data transformation scenarios. Key duties include building client relationships, leading cross-functional initiatives to improve onboarding workflows, advising on optimal data structures, serving as an escalation point for complex challenges, owning process improvements and tool enhancements, and collaborating with internal teams like Project Management, Product, Engineering, Sales, and Customer Success to ensure a cohesive customer experience.

Skills

Product Onboarding

Data Migration

Data Transformation

Client Guidance

Process Innovation

Tool Innovation

Mentoring

Private Equity

Venture Capital

Commercial Real Estate

Private Credit

Alternative Investments

Legal Agreements

Fund Structures

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