Juniper Square

Revenue Operations

• Serve as the primary Revenue Operations partner for the Fund Administration business
• Align Fund Administration priorities, strategies, and execution plans with other departments
• Own Salesforce CRM health, data quality, workflow configuration, and process governance
• Own and optimize end-to-end renewal workflows and maintain process documentation
• Manage forecasting, pipeline reviews, forecast roll-ups, and reporting cadences
• Integrate metrics including renewals, upsells, and churn
• Design, document, and improve revenue processes including lead routing, opportunity management, territory and quota administration, and expansion deal processes
• Build and maintain dashboards and reporting for pipeline, conversion, renewals, and revenue performance
• Establish rules of engagement and manage cross-functional escalations and handoffs
• Partner with Fund Administration, Sales, Marketing, Customer Success, and Finance leadership
• Use AI tools such as Claude to orchestrate multi-step workflows and reduce manual work
• Identify process automation and revenue-tech tooling improvements
• Support change management and enablement for new tools and processes
• Support pricing and packaging, sales compensation, territory design, and quota-setting processes
• Report to the Senior Manager, Revenue Operations

Senior Revenue Operations Manager – Fund Administration

• Own and lead the GTM Enablement function, including its vision for onboarding, training, and continuous learning
• Drive an AI-native enablement framework, including AI-based pitch review and certification
• Own training and certification programs; audit representative readiness and drive completion
• Design onboarding and ramp programs for new sellers in partnership with Customer Education
• Partner with Product Marketing and Product on launches and campaigns, translating updates into training, certification, and content
• Curate and refine training content with managers and subject-matter experts
• Identify knowledge gaps through GTM performance monitoring and feedback, then launch targeted learning programs
• Support frontline coaching using call-library insights and manager enablement
• Manage the GTM content hub and LMS
• Report enablement impact using ramp time, certification completion, content adoption, and performance measures
• Translate RevOps processes into role-based training and enablement
• Build and maintain reporting and dashboards connecting enablement activity to GTM performance
• Help design, document, and improve revenue processes, including opportunity management, team handoffs, and playbooks
• Take on scoped RevOps projects as needed
• Use AI to synthesize recordings, transcripts, and slides; accelerate content creation; extract insights; personalize learning; and automate recurring workflows
• Own and further define Sales Enablement Harness and associated substrates

Senior Revenue Operations Manager - Enablement

Product Marketing

• Own go-to-market strategy, positioning, and messaging for Juniper Square's fund administration business unit
• Articulate differentiated value propositions for stakeholders across the buying group
• Position the fund administration service and prepare Sales and Customer Success for informed buyer conversations
• Build and maintain fund administration persona and industry playbooks
• Maintain a living map of fund administration leaders and experts for deal support
• Maintain knowledge of reference clients and match proof points to prospects
• Own fund administration product and feature launches end to end
• Define launch readiness and drive cross-functional launch plans
• Feed post-launch adoption signals and customer feedback to Product
• Co-create executive briefs, ROI narratives, competitive battlecards, demo narratives, and stakeholder-specific decks
• Drive pipeline, upsell, and cross-sell velocity across the GP experience and fund administration suite
• Support messaging and strategy on high-stakes opportunities
• Conduct customer interviews, win/loss analysis, and Sales feedback research
• Create fund administration customer stories
• Own competitive intelligence and share insights with Sales, Growth Marketing, and Product
• Use AI agents and tooling to research accounts and synthesize customer and competitive inputs
• Apply judgment to AI-generated outputs

Senior Product Marketing Manager, Fund Administration

Program Manager

• Own program management for complex, multi-team software initiatives from planning through release
• Partner with engineering, product, design, QA, platform, and operations to build plans, resolve dependencies, and drive execution through the software development lifecycle
• Translate ambiguous cross-functional problems into program plans with milestones, owners, and dependencies
• Establish and evolve agile/Scrum ceremonies, artifacts, and governance cadence
• Provide senior-leadership-ready status reporting and proactively identify, monitor, and mitigate risks
• Apply change management discipline when scope or timelines shift
• Contribute to PMO governance, metrics definitions, process standardization, and adherence tracking
• Design and deploy reusable multi-step AI-powered workflows using Cowork, Jira, and Confluence
• Maintain and share reusable prompts, templates, and automations for PMO work
• Serve as an AI thought leader, defining quality criteria, validating outputs, and owning automation accuracy
• Mentor and coach TPMs and PMs on program management and AI fluency
• Contribute to roadmap planning and anticipate delivery challenges
• Maintain program documentation, status reporting, and delivery metrics on a reliable cadence

Senior Program Manager

Director

• Own and deliver an expansion ARR quota as a working seller
• Run personal deals in assigned accounts from day one
• Build and own the installed-base pipeline
• Assess the expansion opportunity and create prioritized account plans
• Build and maintain wallet-share and whitespace analysis in Salesforce
• Establish qualification standards and repeatable product plays
• Operationalize lead flow from Fund Administration and Customer Success signals
• Define and drive an adoption-first expansion motion
• Size the Powered Admin Services market and identify target fund administrators
• Lead initial partner conversations and deals
• Define Powered Admin Services packaging, boundaries, and white-label support model with Product and Fund Administration leadership
• Recommend whether and when to add a dedicated Powered Admin Services seller
• Partner with the existing seller to define the motion and hire and ramp additional sellers
• Own ramp plans, pipeline reviews, MEDDPICC-based deal coaching, and territory splits
• Establish operating cadences with Customer Success, Fund Administration, and sales leaders
• Enforce account-ownership rules and AE-to-expansion handoffs
• Provide Marketing with segments and signals for expansion campaigns
• Own the expansion dashboard and key performance metrics
• Report model corrections and strategic recommendations to sales leadership quarterly
• Build AI-enabled whitespace scoring, account-plan generation, and signal detection workflows
• Redesign work to eliminate manual workload

Director, Expansion – Powered Admin Services

Software Engineer

• Lead the vision and execution for foundational systems powering the engineering organization
• Own the multi-year strategy to decouple the legacy Python/Jinja monolith into a modular FastAPI architecture using Domain-Driven Design and zero-downtime database migrations
• Drive rollout and adoption of AI-assisted coding tools and AI-augmented workflows across engineering
• Measure and improve developer productivity
• Guide development of SDKs, data pipelines, and internal tools enabling LLM integration and AI-powered features
• Establish a shift-left Application Security culture with secure coding practices, automated vulnerability scanning, and threat modeling
• Oversee Identity, AuthN/AuthZ, OAuth2, RBAC, Audit Logs, and high-throughput API and MCP Gateways
• Negotiate refactoring timelines with Product leaders and collaborate with Engineering and DevOps teams
• Recruit, mentor, and grow engineering managers and staff/principal engineers
• Build secure, high-velocity paved paths while reducing technical debt and security risks

Senior Revenue Operations Manager – Fund Administration

Senior Revenue Operations Manager - Enablement

Senior Product Marketing Manager, Fund Administration

Senior Program Manager

Director, Expansion – Powered Admin Services

Director, Engineering – Platform