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About Your Role:
- Identify, develop, and qualify new Fund Administration (FA) opportunities among current software customers.
- Serve as the connective thread between Customer Success, Sales, and Marketing.
- Leverage relationships, data, and insight to uncover expansion potential, generate qualified pipeline, and accelerate customer adoption.
What You'll Do:
- Source New Opportunities: Proactively identify and engage Fund Administration expansion opportunities.
- Partner Cross-Functionally: Collaborate closely with Customer Success Managers (CSMs) to review account portfolios.
- Customer Engagement: Participate in customer business reviews, QBRs, and ongoing touchpoints.
Qualifications:
- 3–5 years of experience in customer-facing roles within B2B SaaS, investment management, or fintech.
- Proven ability to build relationships with senior finance personas—especially CFOs and fund operations leaders.
- Highly organized with strong CRM discipline in Salesforce, experience with Outreach or Gong is a plus.
Juniper Square
Juniper Square's mission is to unlock the full potential of private markets by digitizing them and bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. They invest heavily in digital-first operations, allowing their teams to collaborate effectively and have physical offices in San Francisco, New York City, Mumbai and Bangalore.