Juniper Square · 1 day ago
Senior Sales Associate, Fund Administration Expansion
United States
Full-time
Remote
Mid, Senior Level
$80K/yr - $92K/yr
3+ years expJuniper Square is focused on unlocking the potential of private markets through technology. The Senior Sales Associate will play a critical role in driving growth by identifying and qualifying new Fund Administration opportunities among existing customers, while collaborating with Customer Success, Sales, and Marketing teams.
Asset ManagementFinancial ServicesFinTechSoftware
Responsibilities
Source New Opportunities: Proactively identify and engage Fund Administration expansion opportunities through strategic outbound outreach across an assigned portfolio of existing Juniper Square customers
Partner Cross-Functionally: Collaborate closely with Customer Success Managers (CSMs) to review account portfolios, analyze customer health and activity, and identify expansion triggers. Work together to develop tailored engagement and outreach strategies
Customer Engagement: Participate in customer business reviews, QBRs, and ongoing touchpoints to uncover operational gaps, evolving business needs, and opportunities to position Juniper Square’s Fund Administration solutions
Pipeline Development & Handoff: Act as the bridge between CSMs and Account Executives (AEs)—qualifying expansion opportunities and executing a seamless handoff for sales follow-up and deal execution
Campaign Collaboration: Partner with Marketing and Sales leadership to drive awareness and engagement through events, webinars, and industry conferences. Contribute to campaign planning and follow-up to build and accelerate FA pipeline
Data Management & Reporting: Maintain disciplined and accurate tracking of all outreach, account signals, and opportunity progress within Juniper Square’s CRM and reporting systems
Performance & Accountability: Consistently achieve or exceed quarterly pipeline creation goals for Fund Administration, demonstrating strong execution, collaboration, and strategic account engagement
Qualification
Required
3–5 years of experience in customer-facing roles within B2B SaaS, investment management, or fintech
Understanding and experience working within Fund Administration services within private equity, venture capital, or real estate
Proven ability to build relationships with senior finance personas—especially CFOs and fund operations leaders—to identify business needs and drive expansion opportunities
Proven ability to identify and qualify expansion opportunities within an existing customer portfolio, including upsell/cross-sell motions and pipeline generation
Experience conducting strategic outbound outreach (email, phone, LinkedIn) to engage current customers and uncover new growth use cases
Demonstrated success collaborating cross-functionally with Customer Success Managers, Account Executives, and Marketing to drive coordinated account engagement
Comfortable participating in QBRs, customer touchpoints, and business reviews to identify expansion triggers and position additional solutions
Highly organized with strong CRM discipline in Salesforce, experience with Outreach or Gong is a plus
Results-driven and motivated by achieving quarterly pipeline and opportunity creation goals
Interest in growing into a broader account growth or full-cycle sales role within a high-performing GTM organization
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