Role Description
Juniper Square serves more than 2,200 GP customers, and most of them use a fraction of what we offer. We are standing up a dedicated expansion organization to change that, and we are looking for a Director of Expansion & Powered Admin Services to lead it.
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The role carries two connected mandates:
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Expansion motion across our installed base: cross-selling GPX products into GPX customers, into our Fund Administration client base, and Fund Administration into self-administered accounts.
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Powered Admin Services, where third-party fund administrators license or white-label Juniper Square technology.
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Reporting to the Head of Sales, you will lead a team of dedicated expansion sellers.
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This is a build role; the lead flow, qualification bar, whitespace and wallet-share analysis, account-handoff enforcement, and channel playbook do not yet exist in systematic form.
What youβll do
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Own and deliver an expansion ARR quota as a working seller.
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Build and own the pipeline from the installed base.
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Define the expansion motion:
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Assess what's sellable now and turn whitespace analysis into graded, prioritized account plans.
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Build the wallet-share and whitespace program.
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Set the qualification bar and build the plays per product.
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Operationalize lead flow from the installed base.
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Define the adoption-first play.
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Scope Powered Admin Services:
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Size the market and identify realistic targets.
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Run the first conversations and deals yourself.
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Define what we're actually selling in partnership with Product and Fund Administration leadership.
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Build the team:
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Partner with the seller already in seat to define the motion together.
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Own ramp plans, pipeline reviews, and deal coaching.
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Run the volume analysis that justifies the next seat.
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Work the seams:
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Build a real operating cadence with Customer Success and Fund Administration relationship managers.
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Enforce clean account-ownership rules.
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Feed Marketing the segments and signals that expansion campaigns need.
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Report and refine:
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Own the expansion dashboard.
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Bring model corrections to sales leadership quarterly.
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Use AI as core infrastructure:
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Build whitespace scoring, account-plan generation, and signal detection with internal tooling.
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Redesign the work rather than adopt tools.
Qualifications
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8+ years in SaaS or fintech revenue roles with meaningful time in expansion or installed-base selling.
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Experience building a land-and-expand or installed-base motion.
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People-leadership experience, including building a small team from zero.
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Player-coach operating style.
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Comfortable in ambiguity.
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Fluent in Salesforce as the operating system for the motion.
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Demonstrated use of AI to create real efficiency in a revenue organization.
Strong plus
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Experience selling technology to fund administrators.
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Private markets experience or experience selling financial technology at scale into institutional buyers.
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Exposure to selling alongside a services organization.
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Experience standing up a white-label, OEM, or powered-by partnership motion.
Compensation
Compensation for this position includes a base salary, commission, equity, and a variety of benefits. The U.S. base salary range for this role is $160,000 - $200,000.
Benefits
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Health, dental, and vision care for you and your family.
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Life insurance.
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Mental wellness coverage.
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Fertility and growing family support.
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Flex Time Off in addition to company-paid holidays.
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Paid family leave, medical leave, and bereavement leave policies.
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Retirement saving plans.
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Allowance to customize your work and technology setup at home.
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Annual professional development stipend.