Senior Institutional Success Architect

Juniper Square

. Serve as a Senior Institutional Success Architect embedded with a small number of large, strategic accounts .

Posted 11/11/2026full-timeRemote • United States, CanadaSenior💰 $126,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and driving technical success through effective implementation and integration of Juniper Square products. Proficient in building scalable AI-driven workflows and translating technical concepts into business objectives.

Highest-signal resume keywords

Client Relationship ManagementSystem IntegrationTechnical DiscoveryAI-Driven WorkflowsInvestment Management Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

APIsDatabasesSystem ArchitectureData MappingExcelPresentation SkillsImplementation ManagementTechnical Problem SolvingLegacy System MigrationWorkflow Optimization

Soft Skills

Attention to DetailInfluencing SkillsConsulting SkillsCollaborationCommunication

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Private EquityVenture CapitalReal EstatePrivate Credit Fund StructuresInvestment Management

About the role

Key responsibilities & impact

Serve as a Senior Institutional Success Architect embedded with a small number of large, strategic accounts
Own clients' long-term technical success
Act as product expert and advocate for clients from implementation through the relationship lifecycle
Map client use cases and business goals to Juniper Square products, features, functions, and workflows
Lead integration and technical discovery
Own configuration, setup, and training from kickoff through adoption
Proactively drive implementations and feature updates
Identify opportunities to optimize client workflows and integrations and drive adoption of new features
Build relationships with client stakeholders from business power users to engineers and senior technology executives
Partner with Institutional Customer Success Managers on account strategy and client health
Act as technical escalation point and own issue-resolution plans
Influence the product roadmap and align internal priorities with client needs
Use AI in daily work, identify AI and integration opportunities, and share successful practices with the team
Collaborate with Institutional Data Architects and cross-functional company teams

Requirements

What you’ll need

7 to 10 years of relevant experience, including with large enterprise clients in the investment management industry
Strong technical foundation across APIs, databases, and system architecture
Hands-on experience scoping and delivering system integrations and data mapping
Consulting-style experience managing multiple client projects simultaneously
Track record of driving large implementations and persevering through hard problems
Ability to build repeatable, scalable, and deterministic AI-driven workflows as reusable components
Demonstrated ability to build trusted relationships with and influence technical decision-makers and users at all levels
Ability to translate complex technical concepts into business objectives
Strong Excel skills, presentation skills, and attention to detail
Bachelor's degree or equivalent work experience
Willingness to meet with clients in person and travel an average of once per month
Experience migrating clients from legacy fund accounting, CRM, or investor portal platforms
Familiarity with private equity, venture capital, real estate, or private credit fund structures
Reusable AI work, such as prompt libraries, templates, or process guides
Based in the Pacific Time Zone, specifically the San Francisco Bay Area (preferred)
For application purposes, candidates must be based in the United States or Canada
Must address applicable U.S. or Canadian employment sponsorship requirements

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
Bonus
Equity
Fully remote work option
Digital-first operations
Physical office access for employees who prefer to work in an office some or all of the time