Lead Product Onboarding Manager
New
J
Juniper SquareFinancial Services
Americas (USA or Canada)Full-TimeLead
SalaryThe U.S. base salary range for this role is $124,000 - $155,000 USD and the Canadian base salary range for this role is $100,000 - $125,000 CAD.
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Job Details
- Experience
- 8+ years
- Required Skills
- Project ManagementPythonSQLMicrosoft ExcelR
Requirements
- 8+ years of experience in fields leveraging complex financial data such as investment banking, management consulting, or private markets operations.
- Bachelor’s degree or equivalent work experience.
- Proven success independently owning executive-level customer relationships and scope negotiations for enterprise or global accounts.
- Experience designing and deploying AI workflows spanning multiple tools or data sources with measurable outcomes.
- Track record identifying and resolving data-quality risk at scale, including secondary quality review of others' work.
- Strong expertise in Microsoft Excel, including managing and manipulating complex datasets.
- Excellent written and verbal communication skills with the ability to explain complex concepts to technical and non-technical audiences.
- Demonstrated ability to influence and guide customer decisions at the executive level.
- Comfort working in ambiguous, rapidly changing environments.
- Experience overseeing the work of an internal project team, providing quality-assurance oversight, and holding members accountable to timelines.
- Experience with scripting languages and data management tools (SQL, Python, R) preferred.
Responsibilities
- Independently own communication with senior and executive customer stakeholders, and lead negotiation of scope and timeline changes.
- Review, analyze, interpret, and transform complex financial datasets for import into the Juniper Square platform.
- Advise largest and most strategic customers on optimal data structures for immediate onboarding and long-term platform performance.
- Serve as the senior escalation point for high-risk onboarding engagements.
- Identify, scope, and lead initiatives that drive systemic change through process automation and tooling improvements.
- Delegate work to and coach junior Product Onboarding Managers on prioritization, risk assessment, and quality-review technique.
- Build strategic partnerships with cross-functional leaders to deliver a cohesive customer experience.
- Develop AI-supported workflows for recurring onboarding activities to ensure consistent and reusable output.
- Build scalable AI workflows that transform processes and automate work across the team.
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