Director, Expansion – Powered Admin Services

Juniper Square

. Own and deliver an expansion ARR quota as a working seller .

Posted 9/22/2026full-timeRemote • United States, CanadaLead💰 $160,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in SaaS or fintech revenue roles, with a strong focus on expansion selling and account management. Proficient in Salesforce for pipeline management and skilled in leveraging AI for operational efficiency in revenue organizations.

Highest-signal resume keywords

Expansion SellingInstalled-Base MotionSalesforce ProficiencyPeople LeadershipAI Utilization in Revenue

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quota CarryingLead ScoringAccount PlanningCross-Functional SellingRevenue Operations Requirements Definition

Soft Skills

Hands-On Deal EngagementPlayer-Coach LeadershipComfort in Ambiguity

Tools & Technologies

SalesforceAI-Enabled Workflows

Industry Keywords

SaaSFintechFund AdministrationPrivate MarketsWhite-Label Partnerships

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

8+ years in SaaS or fintech revenue roles
Meaningful experience in expansion or installed-base selling
Track record of carrying and hitting a quota
Experience building a land-and-expand or installed-base motion, ideally more than once
Experience with usage-based lead scoring, adoption-first selling, and cross-functional selling through Customer Success and services teams
People-leadership experience, including building a small team from zero
Willingness to stay hands-on in deals
Player-coach operating style
Comfort working in ambiguity
Fluency in Salesforce as the operating system for the motion
Ability to define requirements for RevOps and data tooling
Demonstrated use of AI to create real efficiency in a revenue organization
Strong plus: experience selling technology to fund administrators or from inside a company that does
Strong plus: private markets experience or experience selling financial technology at scale into institutional buyers
Strong plus: exposure to selling alongside a services organization
Strong plus: experience standing up a white-label, OEM, or powered-by partnership motion

Benefits

Comp & perks

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
Commission
Equity