Senior Institutional Success Architect

Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We're the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we've built the scale to match our ambition.

And with JunieAI, our purpose-built AI platform, we're reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we're building a company designed to shape the future of private markets for decades to come.

Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger.

If you're energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!

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

As a Senior Institutional Success Architect (ISA) at Juniper Square, you will be permanently embedded with a small number of our largest and most strategic accounts, owning their long-term technical success. This is a strategic, high-impact technical account management role.

You will be the product expert and advocate for your clients: deeply understanding their use cases and business goals, mapping them to Juniper Square products, features, and functions from implementation through the life of the relationship, and staying current on everything we ship. You will be the technical voice of your clients inside Juniper Square, using real-world feedback and impact to influence product direction.

You will work in partnership with your Institutional Customer Success Manager, Institutional Data Architects, and teams and leaders across the company to design and carry out the technical strategies that help your clients reach their goals. Your north star is making our clients and their users raving fans, with high product adoption.

• Understand each client's business goals and use cases, and map them to the workflows and features that drive user satisfaction.
• Lead integration and technical discovery for your clients.
• Own configuration, setup, and training for the initiatives you are embedded on, from kickoff through adoption.
• Drive work forward proactively and with a sense of ownership, from large implementations to new feature updates.
• Proactively identify opportunities to optimize client workflows and integrations and drive adoption of our newest features.
• Build relationships with client stakeholders at every level, from power users on business teams to engineers and senior technology executives.
• Partner closely with your Institutional Customer Success Manager on account strategy and client health.
• Act as the technical escalation point for your accounts, owning the plan to resolve issues.
• Influence the product roadmap and align internal priorities to what your clients need.
• Use AI in your daily work, spot AI and integration opportunities in client workflows, and share what works with the team.

• 7 to 10 years of relevant experience, including with large enterprise clients in the investment management industry.
• A strong technical foundation across APIs, databases, and system architecture, with hands-on experience scoping and delivering system integrations and data mapping.
• Consulting-style experience managing multiple client projects at once, staying organized and focused while tracking each toward measurable outcomes.
• A track record of driving large…