Manager, Fund Administration – Onboarding

Juniper Square

. Lead and manage the successful onboarding of new fund administration customers, partnering closely with cross-functional teams .

Posted 10/9/2026full-timeRemote • United States, CanadaSeniorLead💰 $130,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in fund accounting, particularly within private equity, venture capital, and real estate funds, while effectively managing customer onboarding processes and leading cross-functional teams. Proven ability to leverage technology to enhance operational efficiencies and improve onboarding workflows.

Highest-signal resume keywords

Fund Accounting ExperienceCustomer Onboarding ManagementPeople ManagementComplex Problem SolvingAdvanced Accounting Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fund-Level AccountingData MigrationFinancial Data ReviewAccounting TransactionsReporting RequirementsSystem Requirements ScopingImplementation of New SystemsProcess ImprovementQuality AssuranceTechnical Accounting Expertise

Soft Skills

Team BuildingCoachingPerformance ManagementCommunicationAdaptability

Certifications & Qualifications

Bachelor’s Degree in Accounting

Industry Keywords

Private EquityVenture CapitalReal Estate FundsFintechCustomer Offering Documents

About the role

Key responsibilities & impact

Lead and manage the successful onboarding of new fund administration customers, partnering closely with cross-functional teams
Manage project plans and onboarding milestones to ensure timely execution of key deliverables
Interface directly with clients throughout the implementation process
Serve as a technical accounting expert for the team and clients during onboarding
Improve onboarding workflows through best practices and process efficiencies
Oversee collection and review of customer offering documents and financial data
Reconcile customer data and review completed customer workspace configuration for quality and accuracy before handoff
Identify product development opportunities and route technical and product feedback to product development teams
Participate in special projects as needed

Requirements

What you’ll need

7+ years of fund accounting experience in private equity, venture capital, and/or real estate funds required
3+ years of people management experience, including hiring, building teams, performance management, coaching, and career development
Proven experience with customer onboarding, data migration, or implementations in a fund administration or fintech environment
Bachelor’s degree in Accounting or a related field
Proven ability to independently identify, analyze, and resolve complex problems with minimal supervision
Comfortable with ambiguity within a hyper-growth, startup environment
Experience with fund-level accounting and reporting, including complex fund structures and consolidations
Advanced understanding of complex accounting transactions, private equity investment structures, and reporting requirements for private equity funds
Passion for technology and a desire to use technology to improve business operations
Experience scoping system requirements and implementing new systems

Benefits

Comp & perks

Health, dental, and vision care for you and your family
Life insurance
Mental wellness coverage
Fertility and growing family support
Unlimited vacation 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
Equity