Offer summary

Qualifications:

Bachelor’s degree and 2+ years of experience in financial data fields like investment banking or management consulting., Significant experience with complex datasets in Microsoft Excel and familiarity with scripting languages (SQL, Python, R) is a plus., Strong attention to detail, excellent communication skills, and a self-starter personality are essential., Interest in software and finance, with knowledge of private equity or real estate concepts preferred..

Key responsibilities:

Lead the end-to-end onboarding experience for customers, focusing on data transformation for the application.

Manage data migration processes, coordinating with customers and internal teams.

Review and analyze customer data for import, ensuring accuracy and compliance with the Juniper Square model.

Recommend improvements to onboarding tools and workflows based on customer experiences.

Job description

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 a physical offices in San Francisco, New York City, and Bangalore for employees who prefer to work in an office some or all of the time.

About your role

As a Product Onboarding Manager at Juniper Square, you'll lead the end-to-end onboarding experience for customers, with a primary focus on transforming their investment data for our application. You'll work directly with clients, becoming an expert in our product and diverse alternative private investment data (private equity, venture capital, commercial real estate, private credit, etc.)

A core part of this role involves gathering and consolidating data from various sources and accurately mapping it to the Juniper Square model, often interpreting complex legal agreements and structures. Throughout this process, you will be a key partner for our customers:

Communicating clearly about data changes, discrepancies, and the assumptions made during mapping.
Guiding customers through the implications of data mapping decisions, ensuring they understand how their data will function and its impact within the platform.
Providing expertise and recommendations to optimize their data structure for long-term success on Juniper Square.

You'll also contribute to improving our onboarding tools and processes, recommending product enhancements, and collaborating with internal teams across product, sales, engineering, and customer success.

What you’ll do

Work with customers to plan how to migrate their existing data to Juniper Square
Manage the process of data migration; lead calls with customers and coordinate work by your colleagues
Review, analyze, interpret, and transform customer data for import to our application
Learn to upload data using the Juniper Square application and other software tools
Coordinate across multiple teams to provide a great onboarding experience for new customers
Recommend improvements to our workflows and application based on experiences with customers

Qualifications

Bachelor’s degree and 2+ years of experience, ideally in a field that makes extensive use of financial data, such as investment banking or management consulting
Significant experience working with complex datasets in Microsoft Excel
Experience with scripting languages and data management tools are a plus (SQL, Python, R)
Strong attention to detail; analytical and inquisitive nature
Excellent written and verbal communication skills
Empathy for customers, and passion for helping them
Self-starter personality; comfort with ambiguity and rapidly changing environments
Interest in software and finance; familiarity with private equity or real estate concepts is a plus
Ability to manage multiple projects in a fast-paced environment

Compensation

Compensation for this position includes a base salary and a variety of benefits. The U.S. base salary range for this role is $95,000 - $110,000 and the Canadian base salary range is 75,000 - 87,000 CAD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.