Apply📍 North America
🧭 Full-Time
💸 120000.0 - 175000.0 USD per year
🔍 Finance
🏢 Company: Juniper Square
- 8+ years of experience in a relevant client-facing role, customer success preferred
- Experience working with customers in private markets (real estate, venture capital, private equity), finance, investments/investment banking and/or fund administration space is preferred
- Proven experience of translating business requirements into actionable success and delivery plans, including change management
- Experience building relationships with decision makers and influencers, including C-suite
- History of success tackling difficult client or company challenges with measurable results
- Strong client communication skills, both written and verbal
- Possess an executive presence and can lead client-facing meetings and presentations with multiple attendees of various levels
- Has a history of managing large, complex clients, projects, and cross-functional teams
- Demonstrates competence in prioritization of time, resources, tasks, and people in order to meet deadlines and goals
- Driven to take on new projects and identify new initiatives independently
- Motivated by change, demonstrates comfort with an evolving work environment, and can adapt quickly
- Bachelor's degree or equivalent years of professional experience
- Develop deep relationships with your clients, including key business executives and power user advocates
- Become an expert of your clients’ business, learning their objectives, goals, as well as how they plan to leverage Juniper Square in order to ensure their retention and growth
- Negotiate optimal solutions, contracts, and expansion opportunities that foster client growth and deepen the broader relationship
- Identify and diagnose client operational efficiencies with appropriate services and solutions in order to drive referenceability and client satisfaction
- Provide strategic oversight of the product and services offered during implementation, onboarding, growth, and renewal
- Create success plans with clients, track mutual KPIs as well as initiatives both related and unrelated to Juniper Square
- Monitor and analyze client usage and engagement data to assess account health and proactively address any issues or concerns
- Act as an escalation point for clients, working closely with our technical support and product development teams to ensure resolution
- Influence internal and external partners to deliver outcomes that not only help our clients but also our company objectives. This includes a strong understanding of contractual commitments as well as identifying new revenue opportunities
- Work with Product, Sales, Marketing, Services, Finance, and Engineering teams to create new solutions, services, offerings, and/or product features that reflect the voice of our customers
Project ManagementSQLBusiness AnalysisPeople ManagementCross-functional Team LeadershipCommunication SkillsCustomer serviceRESTful APIsNegotiationAttention to detailOrganizational skillsPresentation skillsExcellent communication skillsAdaptabilityRelationship buildingAccount ManagementTeamworkEmpathyTrainingClient relationship managementSales experienceStakeholder managementStrategic thinkingFinancial analysisFinanceData analyticsCustomer supportChange ManagementCustomer SuccessSaaS
Posted 22 days ago
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