Senior Technical Consultant jobs in United States
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Juniper Square · 20 hours ago

Senior Technical Consultant

Juniper Square is dedicated to unlocking the potential of private markets by digitizing them for greater efficiency and access. As a Senior Technical Consultant, you will design, develop, and deliver solutions to customers, providing consultation on software usage and helping to improve their operational practices.

Asset ManagementFinancial ServicesFinTechSoftware
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H1B Sponsor Likelynote

Responsibilities

Develop and implement standard operating procedures for how the Technical Consulting Team interacts with internal and external stakeholders
Strategize and consult with customers to understand their motivations, business drivers, strategic goals, and desired business outcomes
Design an appropriate adoption plan and execute in a timely fashion
Identify and overcome potential constraints, create positive outcomes and increase customer feature adoption and engagement
Structure and lead specific training for customers involving many users with varying skill sets and responsibilities
Break down complex and technical concepts for a wide audience of different stakeholders with a varying degree of technical expertise
Serve as a technical expert and maintain a deep understanding of customer behaviors, product functionality, and industry best practices
Partner with team members across Project Management, Customer Success, Service and Support to troubleshoot complex issues and drive successful outcomes for our customers
Collaborate cross-functionally with product development teams to guide Juniper Square’s product roadmap that reflects the voice of our customers
Work across the organization to create, document and maintain consistent messaging around product and procedural best practices

Qualification

Investment management experienceTechnical consultingAnalytical mindsetExcel skillsClient-facing presentationsInterpersonal skillsWritten communicationOral communicationTeam collaborationProblem-solving

Required

Bachelor's degree or equivalent work experience required
Minimum of 5 years relevant experience, including experience working with large, strategic enterprise customers in the investment management industry
Analytical mindset with in-depth Excel skills
Effective analysis, interpersonal, written and oral communication skills
Must be able to communicate with others in a concise, prescriptive, persuasive and professional manner
Led client-facing meetings and presentations with multiple attendees of various levels, including executives
Must be creative and work well as a member of a team to drive decision-making
Ability to identify areas for improvement and propose solutions to generate efficiencies
Performs under minimal supervision and can work independently
Ability to travel nationally up to 10% of the time to meet with customers or team members as needed
Previous consulting-like experience helping customers achieve outcomes in a technical manner

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

Company

Juniper Square

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Juniper Square provides software and fund administration services that streamline collaboration and communication between GPs and LPs.

H1B Sponsorship

Juniper Square has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (5)
2023 (4)
2022 (3)
2020 (3)

Funding

Current Stage
Late Stage
Total Funding
$371M
Key Investors
Nasdaq VenturesRibbit CapitalBlue Owl Capital Corporation
2025-09-04Series Unknown
2025-06-16Series D· $130M
2023-02-13Series Unknown· $133M

Leadership Team

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Alex Robinson
CEO and Co-founder
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Adam Ginsburg
Co-Founder and Head of Product
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Company data provided by crunchbase