Responsibilities
- Serve as a technical expert and maintain a deep understanding of Enterprise customer behaviors, product functionality, and industry best practices for large, complex organizations
- Strategize and consult with customers that have many projects running concurrently to understand their plans, strategic goals, and desired business outcomes; proactively identify potential constraints, develop and build buy-in for alternative approaches, and affect change through a successful implementation
- Design an appropriate adoption plan and execute in a timely fashion
- Structure and lead specific training for customers involving many users with varying skill sets and responsibilities
- Break down complex technical concepts for a wide audience of different stakeholders with a varying degree of technical expertise
- Partner with team members across Project Management, Customer Success, Service, Product and Support to troubleshoot complex issues and drive successful outcomes for our largest customers
- Become a leader internally for the Technical Consulting team; discover new efficient practices, share knowledge, and collaborate with team members
- Collaborate cross-functionally with product development teams to guide Juniper Square’s product roadmap that reflects the voice of our customers
- Work across the organization to create, document and maintain consistent messaging around product and procedural best practices
- Be a thought leader in how we expand our consulting footprint to better serve our customers and their unique needs
Requirements
- Bachelor’s degree or equivalent work experience
- Minimum of 8 years relevant experience with 3 years of enterprise client experience
- Significant project management experience with large, strategic enterprise customers in the investment management industry
- Experience consulting senior-level partners, understanding customer business goals, defining and tracking metrics and identifying problems and resolving them before they escalate
- Effective analysis, interpersonal, written and oral communication skills
- Must be able to communicate with others in a concise, persuasive and professional manner
- Led client-facing meetings and presentations with multiple attendees of various levels, including executives
- Must be creative and work well as a member of a team to drive decision making
- Ability to identify areas for improvement and propose solutions to generate efficiencies
- Performs under minimal supervision and can work independently
Nice to Have
- Technical experience working with API implementations
- Openness to travel to meet with customers or team members as needed
Benefits
- 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
Work Arrangement
Hybrid — San Francisco, New York City, Mumbai, Bangalore
Team
Team size: >100 users. Structure: global footprint
Additional Information
- Openness to travel to meet with customers or team members as needed
