Juniper Square · 8 hours ago
Customer Success Manager, Mid-Market
United States
Full-time
Remote
Mid Level
$86K/yr - $105K/yr
3+ years expJuniper Square is focused on unlocking the potential of private markets through technology. The Customer Success Manager role involves managing customer accounts, driving product adoption, and ensuring customer satisfaction while collaborating with internal teams to enhance product features.
Asset ManagementFinancial ServicesFinTechSoftware
Responsibilities
Manage a portfolio of 60-75 existing customer accounts
Work with end-users of the product on implementation, onboarding, product adoption, and renewals
Review customer metrics for product adoption, client satisfaction, and customer goals
Develop advanced knowledge of the customer, product, and industry
Contribute to internal projects that improve operational infrastructure
Work with product and engineering teams to create new product features that reflect the voice of our customers
Qualification
Required
3+ years of professional experience and 2+ years in a relevant customer success management role
Experience communicating with clients in written and verbal form
Experience leading client-facing meetings and presentations with multiple attendees of various levels, including executives
Passion for contributing to the customer's success with a product or service
Demonstrates competence in prioritization of time, resources, tasks, and people in order to meet deadlines and goals
Demonstrated experience quickly learning advanced technical subject matter and curiosity to grow in knowledge
Thrives in a changing and evolving work environment
Bachelor's degree or equivalent years of professional experience
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
Juniper Square provides software and fund administration services that streamline collaboration and communication between GPs and LPs.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$371MKey Investors
Nasdaq VenturesRibbit CapitalBlue Owl Capital Corporation
2025-09-04Series Unknown
2025-06-16Series D· $130M
2023-02-13Series Unknown· $133M
Leadership Team
Alex Robinson
CEO and Co-founder
Adam Ginsburg
Co-Founder and Head of Product
Recent News
Crowdfund Insider
2026-01-23
Company data provided by crunchbase