Senior Technical Consultant

United States

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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, Private Equity, Venture CapitalIndustries

Requirements

Candidates must possess a Bachelor's degree or equivalent work experience, with a minimum of 5 years of relevant experience, including work with large, strategic enterprise customers in the investment management industry. A strong analytical mindset with in-depth Excel skills is essential, along with effective interpersonal, written, and oral communication skills. The ability to present concisely, persuasively, and professionally to diverse audiences, including executives, is required. Creativity, teamwork, and the ability to work independently with minimal supervision are also necessary. Occasional national travel up to 10% is expected.

Responsibilities

The Senior Technical Consultant will design, develop, and deliver solutions to customers throughout their lifecycle, providing consultation on software usage, process recommendations, and solution proposals. Responsibilities include developing standard operating procedures, strategizing with customers to understand their goals, designing and executing adoption plans, and identifying/overcoming constraints to increase feature adoption. The role involves structuring and leading customer training, breaking down complex technical concepts, serving as a technical expert, and troubleshooting issues in partnership with internal teams. Additionally, the consultant will collaborate with product development to influence the product roadmap and work across the organization to document and maintain best practices.

Skills

Technical Consulting

Software Implementation

Process Improvement

Customer Guidance

Product Expertise

Industry Best Practices

Standard Operating Procedures

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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