- Build and maintain a self-sourced pipeline of upper mid-market and institutional venture capital firms using account-based strategies and your network.
- Target GPs, CFOs, COOs, and Heads of Finance and Operations at venture firms.
- Partner with Sales Development and use territory performance and fund cycle timing to adjust targeting.
- Use relationships across CPA firms, banks, law firms, and fund advisors to build access and support sales opportunities.
- Lead consultative discovery and build business cases spanning technology and fund administration.
- Navigate consensus-driven buying processes and identify required approvals early.
- Address security reviews, transition risk, and data migration concerns during sales cycles.
- Consult on VC fund workflows, including capital calls, distributions, LP reporting, and fund administration operations.
- Position JunieAI and Juniper Square’s AI capabilities and incorporate AI into sales workflows.
- Partner with Fund Solutions, Customer Success, Sales Development, and Solutions Engineering on deals and client outcomes.
Salesforce