Senior Product Onboarding Manager

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.

Location Type: Remote Employment Type: FullTime

About Your Role

As a Senior Product Onboarding Manager at Juniper Square, you will lead the end-to-end onboarding experience for our most strategic and complex customers, with a particular focus on transforming investment data for our platform. You’ll become a trusted resource for clients, providing expert guidance on data migration, mapping, and optimization, often interpreting complex legal agreements and fund structures across private equity, venture capital, commercial real estate, private credit, and other alternative investments.

In this role, you’ll not only execute onboarding projects but also drive process and tool innovation, mentor other Product Onboarding Managers, and serve as a go-to resource for the most challenging data transformation scenarios. Your work will ensure that customers are set up for long-term success on Juniper Square, with data structured to maximize the platform’s value.

You Will

• Build strong relationships with senior client stakeholders and project teams.
• Guide customers through strategic decisions about their data and system configurations.
• Lead cross-functional initiatives to improve onboarding workflows, tools, and product features.
• Elevate team performance through mentorship, training, and best practice development.

What You'll Do

• Partner with customers to plan and execute migration of existing data to Juniper Square.
• Lead customer calls, manage timelines, and coordinate work across internal teams to ensure smooth onboarding delivery.
• Review, analyze, interpret, and transform complex financial datasets for import into the Juniper Square platform.
• Advise enterprise customers on optimal data structures, considering both immediate onboarding needs and long-term platform performance.
• Serve as the escalation point for complex or high-risk onboarding challenges.
• Own and drive process improvements, tool enhancements, and documentation updates to improve scalability and efficiency.
• Mentor and coach other onboarding team members, sharing expertise and best practices.
• Collaborate closely with Project Management, Product, Engineering, Sales, and Customer Success to deliver a cohesive customer experience.

Qualifications

• Bachelor’s degree and 5+ years of experience in fields leveraging complex financial data (investment banking, management consulting, private markets operations, or related areas).
• Proven success managing large-scale, multi-stakeholder projects in a fast-paced, client-facing environment.
• Strong expertise in Microsoft Excel, with experience managing and manipulating complex datasets.
• Experience with scripting languages and data management tools (SQL, Python, R) a plus.
• Exceptional problem-solving skills and attention to detail.
• Excellent written and verbal communication, with the ability to explain complex concepts to both technical and non-technical audiences.
• Demonstrated ability to influence and