[Remote] Senior Technical Consultant

Note: The job is a remote job and is open to candidates in USA. Juniper Square is a company focused on unlocking the potential of private markets through technology and data. As a Senior Technical Consultant, you will design and deliver solutions for customers, providing guidance on software usage and process improvements while collaborating with various teams to enhance customer experiences.ResponsibilitiesDevelop and implement standard operating procedures for how the Technical Consulting Team interacts with internal and external stakeholdersStrategize and consult with customers to understand their motivations, business drivers, strategic goals, and desired business outcomesDesign an appropriate adoption plan and execute in a timely fashionIdentify and overcome potential constraints, create positive outcomes and increase customer feature adoption and engagementStructure and lead specific training for customers involving many users with varying skill sets and responsibilitiesBreak down complex and technical concepts for a wide audience of different stakeholders with a varying degree of technical expertiseServe as a technical expert and maintain a deep understanding of customer behaviors, product functionality, and industry best practicesPartner with team members across Project Management, Customer Success, Service and Support to troubleshoot complex issues and drive successful outcomes for our customersCollaborate cross-functionally with product development teams to guide Juniper Square’s product roadmap that reflects the voice of our customersWork across the organization to create, document and maintain consistent messaging around product and procedural best practicesUse AI tools as part of your core delivery workflow to produce sharper, faster, more customer-ready outputIdentify AI and integration opportunities from customer conversations, pain points, and workflow gaps, and give credible guidance on what's buildable and the best practicesSkillsBachelor degree or equivalent work experience requiredMinimum of 5 years relevant experience, including experience working with large, strategic enterprise customers in the investment management industryAnalytical mindset with in-depth excel skillsEffective analysis, interpersonal, written and oral communication skillsMust be able to communicate with others in a concise, prescriptive, persuasive and professional mannerLed client-facing meetings and presentations with multiple attendees of various levels, including executivesCreative problem solver who collaborates effectively across teams to drive decision makingAbility to identify areas for improvement and propose solutions to generate efficienciesAbility to travel nationally up to 10% of the time to meet with customers or team members as neededPrevious consulting-like experience helping customers achieve outcomes in a technical mannerHands on experience establishing repeatable, context-rich use of AI across deliverablesExperience producing AI-powered work others reuse (prompt libraries, templates, process guides, onboarding frameworks), running AI-enabled improvements with measurable outcomesExperience working in the private credit industryBenefitsHealth, dental, and vision care for you and your familyLife insuranceMental wellness coverageFertility and growing family supportFlex Time Off in addition to company-paid holidaysPaid family leave, medical leave, and bereavement leave policiesRetirement saving plansAllowance to customize your work and technology setup at homeAnnual professional development stipendCompany OverviewJuniper Square provides software and fund administration services that streamline collaboration and communication between GPs and LPs. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.junipersquare.com.Company H1B SponsorshipJuniper Square has a track record of offering H1B sponsorships, with 4 in 2026, 4 in 2025, 5 in 2024, 4 in 2023, 3 in 2022, 3 in 2020. Please note that this does not guarantee sponsorship for this specific role.