[Hiring] Senior Institutional Success Architect @Juniper Square

Role Description

As a Senior Institutional Success Architect (ISA) at Juniper Square, you will be permanently embedded with a small number of our largest and most strategic accounts, owning their long-term technical success. This is a strategic, high-impact technical account management role.

• Be the product expert and advocate for your clients, deeply understanding their use cases and business goals.
• Map client goals to Juniper Square products, features, and functions from implementation through the life of the relationship.
• Stay current on everything we ship and be the technical voice of your clients inside Juniper Square.
• Work in partnership with your Institutional Customer Success Manager, Institutional Data Architects, and teams across the company.
• Design and carry out technical strategies that help your clients reach their goals.
• Make clients and their users raving fans, with high product adoption.

What you’ll do

• Understand each client's business goals and use cases, mapping them to workflows and features that drive user satisfaction.
• Lead integration and technical discovery for your clients.
• Own configuration, setup, and training for the initiatives from kickoff through adoption.
• Drive work forward proactively and with a sense of ownership, from large implementations to new feature updates.
• Proactively identify opportunities to optimize client workflows and integrations and drive adoption of our newest features.
• Build relationships with client stakeholders at every level, from power users to senior technology executives.
• Partner closely with your Institutional Customer Success Manager on account strategy and client health.
• Act as the technical escalation point for your accounts, owning the plan to resolve issues.
• Influence the product roadmap and align internal priorities to client needs.
• Use AI in your daily work, spot AI and integration opportunities in client workflows, and share what works with the team.

Qualifications

• 7 to 10 years of relevant experience, including with large enterprise clients in the investment management industry.
• A strong technical foundation across APIs, databases, and system architecture.
• Hands-on experience scoping and delivering system integrations and data mapping.
• Consulting-style experience managing multiple client projects at once.
• A track record of driving large implementations and persevering through hard problems.
• Build repeatable, scalable, and deterministic AI-driven workflows.
• Demonstrated ability to build trusted relationships with technical decision-makers and users.
• Curious and analytical, with strong Excel skills, presentation skills, and attention to detail.
• Bachelor's degree or equivalent work experience.
• Willingness to meet with clients in person and travel an average of once per month.

Preferred

• Experience migrating clients from legacy fund accounting, CRM, or investor portal platforms.
• Familiarity with private equity, venture capital, real estate, or private credit fund structures.
• Reusable AI work, such as prompt libraries, templates, or process guides.
• Based in the Pacific Time Zone, specifically the San Francisco Bay Area.

Compensation

• Base salary range: $140,000 to $175,000 USD in New York and San Francisco.
• Base salary range: $126,000 to $157,000 USD for all other U.S. locations.
• Actual base salaries will be based on candidate-specific factors.

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.