Technical Consultant

Juniper Square provides technology, data, and fund administration services for private markets. The Technical Consultant will advise clients, lead tailored solution implementations, deliver training, optimize processes, and collaborate cross-functionally to improve adoption and business outcomes on the company’s investment management platform.

Responsibilities

Strategic Consultation: Partner with clients to understand their strategic goals, business drivers, and desired outcomes, crafting customized adoption plans that align with their objectives

Solution Delivery: Lead the design and implementation of solutions, ensuring timely execution and overcoming potential constraints to drive positive results

Training & Enablement: Develop and deliver comprehensive training programs for diverse user groups, simplifying complex technical concepts for varying levels of expertise

Technical Expertise: Serve as a subject matter expert, maintaining a deep understanding of product functionality, industry best practices, and customer behaviors

Cross-Functional Collaboration: Partner with Project Management, Customer Success, Service and Support, and Product Development teams to resolve complex issues and influence product roadmap decisions

Process Optimization: Develop and implement standard operating procedures to enhance the efficiency and effectiveness of the Technical Consulting Team

Knowledge Sharing: Create and maintain documentation on product and procedural best practices, ensuring consistent messaging across the organization

AI-Enabled Efficiency: Use AI tools to accelerate recurring work, qualify client use-cases to our product offerings, manage your client book, and prepare documentation

Preferred

Technical experience in working with API implementations is a plus

Previous consulting experience helping customers achieve outcomes in a technical manner

API Implementation

Technical Consulting

Customer Outcome Delivery

Benefits

Health, dental, and vision care for you and your family

Life insurance

Mental wellness coverage

Fertility and growing family support

Flex Time Off in addition to company-paid holidays

Paid family leave, medical leave, and bereavement leave policies

Retirement saving plans

Allowance to customize your work and technology setup at home

Annual professional development stipend

Fully remote experience

Company

Fund operations software and administration for private markets GPs

San Francisco, California, USA

https://www.junipersquare.com/

Founded in 2014

1001-5000 employees

Qualifications

Minimum of 2 years of experience working with clients within the investment management industry

Proven ability to lead client-facing meetings and presentations, including executive-level audiences

Exceptional analytical, interpersonal, and communication skills (written and verbal)

Strong problem-solving abilities and a proactive approach to identifying and implementing process improvements

Demonstrated ability to use AI tools (e.g., Claude, ChatGPT) productively for day-to-day work: delegating recurring tasks, iterating through multi-turn prompts, and critically evaluating output

Ability to work independently with minimal supervision and thrive in a collaborative team environment

Bachelor's degree or equivalent professional experience

Technical experience in working with API implementations is a plus

Previous consulting experience helping customers achieve outcomes in a technical manner

Minimum of 2 years of experience working with clients within the investment management industry.

Required skills

Represents the skills you have, click on the tags, Investment Management, Claude, ChatGPT, API Implementations, Technical Consulting

Experience

2+ years