[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.

Responsibilities

• Develop and implement standard operating procedures for how the Technical Consulting Team interacts with internal and external stakeholders
• Strategize and consult with customers to understand their motivations, business drivers, strategic goals, and desired business outcomes
• Design an appropriate adoption plan and execute in a timely fashion
• Identify and overcome potential constraints, create positive outcomes and increase customer feature adoption and engagement
• Structure and lead specific training for customers involving many users with varying skill sets and responsibilities
• Break down complex and technical concepts for a wide audience of different stakeholders with a varying degree of technical expertise
• Serve as a technical expert and maintain a deep understanding of customer behaviors, product functionality, and industry best practices
• Partner with team members across Project Management, Customer Success, Service and Support to troubleshoot complex issues and drive successful outcomes for our customers
• 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
• Use AI tools as part of your core delivery workflow to produce sharper, faster, more customer-ready output
• Identify AI and integration opportunities from customer conversations, pain points, and workflow gaps, and give credible guidance on what's buildable and the best practices

Skills

• Bachelor degree or equivalent work experience required
• Minimum of 5 years relevant experience, including experience working with large, strategic enterprise customers in the investment management industry
• Analytical mindset with in-depth excel skills
• Effective analysis, interpersonal, written and oral communication skills
• Must be able to communicate with others in a concise, prescriptive, persuasive and professional manner
• Led client-facing meetings and presentations with multiple attendees of various levels, including executives
• Creative problem solver who collaborates effectively across teams to drive decision making
• Ability to identify areas for improvement and propose solutions to generate efficiencies
• Ability to travel nationally up to 10% of the time to meet with customers or team members as needed
• Previous consulting-like experience helping customers achieve outcomes in a technical manner
• Hands on experience establishing repeatable, context-rich use of AI across deliverables
• Experience producing AI-powered work others reuse (prompt libraries, templates, process guides, onboarding frameworks), running AI-enabled improvements with measurable outcomes
• Experience working in the private credit industry

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

Company Overview

Company H1B Sponsorship