---
title: 'Customer Success Manager, Scaled Mid-Market at Juniper Square'
canonical: 'https://feeny.ai/job/customer-success-manager-scaled-mid-market-juniper-square-americas-usa-or-h2pjhdz5wt9q'
type: 'job'
last_seen: '2026-10-17'
---

# Customer Success Manager, Scaled Mid-Market at Juniper Square 

- **Company:** Juniper Square 
- **Location:** Americas Usa OR, Canada
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-05
- **Last confirmed live:** 2026-10-17
- **Apply:** https://jobs.ashbyhq.com/junipersquare/89bfb1af-82f8-42c4-b4b4-009105655394

## Job description

## About Juniper Square

Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come. Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us! Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in [digital-first](https://blog.junipersquare.com/juniper-square-ponders-future-of-office-with-digital-first-hybrid-workplace-strategy/) operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.

## About your role

Juniper Square’s Customer Success organization is responsible for ensuring customer health and satisfaction, driving product usage and adoption, and delivering strong commercial outcomes for both our clients and the business. As a Scaled Mid-Market Customer Success Manager, you will be responsible for managing a large portfolio of small and mid-sized business clients; customers who are ambitious, fast-moving, and eager to adopt industry best practices. Our CSMs build strong, trust-based relationships while leveraging digital and programmatic engagement to drive product adoption, long-term satisfaction, and retention. You’ll act as a strategic advisor, ensuring customers realize the full value of Juniper Square as they grow.

## What you’ll do

- Manage a portfolio of 220+ client accounts, leading them through the customer journey following onboarding
- Own the success and health of your assigned clients by developing and deploying strategies aimed to increase customer value and optimize retention
- Build strong, trust-based relationships while leveraging digital and scaled engagement to drive product adoption and customer satisfaction
- Identify and drive opportunities for retention and expansion within your book of accounts
- Proactively monitor customer health and usage trends to identify risks and opportunities for growth
- Support and own renewal conversations and mid-contract escalations, while collaborating cross-functionally to identify and drive expansion opportunities
- Act as the voice of the customer internally, advocating for customer needs and influencing product and process improvements
- Develop advanced knowledge of the customer, product, and industry
- Use AI tools (e.g., Claude) as part of your core CSM workflow so you arrive sharper, faster, and more customer-ready.
- Look for ways to apply AI across your book and your own workflow, and share what works so the wider team benefits.

## Qualifications

- 3 years of professional experience with at least 2 years of experience in a customer success or account management role, preferably in a SaaS environment
- Strong written and verbal communication skills, with the ability to convey complex information in a clear and understandable manner
- Experience interacting with a high volume of customers, with demonstrated skills in time management and prioritization
- Ability to analyze customer data and performance metrics to derive actionable insights
- Experience using data and technology to drive customer enablement, with preferred experience in Salesforce, Outreach, and Looker
- Demonstrated experience learning advanced knowledge on technical subject matters and curiosity to grow in knowledge
- Consistent, thoughtful use of AI across your core CSM deliverables, including the instinct to set it up with good context and a real example of where it improved quality, speed, or customer readiness.
- Passion for contributing to the customer's success with a product or service
- Motivated by change and comfort with an evolving work environment
- Bachelor's degree or equivalent years of professional experience

## Compensation

Compensation for this position includes a base salary, bonus, equity, and a variety of benefits. The U.S. base salary range for this role is $86,000 - $95,000 USD and the Canadian base salary range is $77,000 to $85,000 CAD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable. Benefits include:

- 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

Your recruiter can provide additional details about compensation and benefits.

#experiencedprofessional

## #LI-AM

#LI-Remote #Juniper-US

## About Juniper Square 

## Company Overview
- **One-liner**: Juniper Square provides a unified fund operating system and fund administration services that power operations for private market general partners (GPs).
- **Entity Type**: Private (Venture-backed; Total Funding $371M across 6 rounds)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2014
- **Founders**: Not publicly available

## Core Business
- **Primary industry/industries**: Financial Services – specifically private markets technology and fund administration
- **Target customers**: B2B – general partners (GPs) in private equity, venture capital, real estate, private debt, fund of funds, and wealth advisors; limited partners (LPs)
- **Mission or purpose statement**: *“Our vision is to create a world with radically expanded opportunities for participation in the private markets.”* — Juniper Square

## Products & Services
- **Juniper Square Platform (Fund Operating System)**: A connected software and data platform that centralizes fund operations – including fundraising, investor onboarding, fund accounting, treasury, compliance, reporting, and business intelligence. Serves 2,300+ GPs and 750,000+ LPs managing over $1 trillion in investor equity.
- **JunieAI / GPX Agents**: AI-powered agents embedded in the platform that accelerate period-close, generate PCAPs, analyze GL variances, run continuous compliance checks, and flag exceptions. Designed for the “agentic era.”
- **Headless GPX**: The same fund data model and workflow library exposed via MCP (Model Context Protocol), allowing AI tools like Claude, Microsoft Copilot, and ChatGPT to securely query fund data with full permissions and audit trail.
- **Fund Administration Services**: Expert-led services for fund accounting, investor services, and treasury – offered alongside the software for firms that want a full-service operations partner.

## Market Standing
- **Valuation/Market Cap**: Not publicly available
- **Key Metric**: Total Funding – $371M (as of latest round)
- **Notable Investors/Partners**: Not publicly available in search results
- **Growth Signals**:
  - Annual Revenue: $94.2M (LinkedIn estimate)
  - Headcount: 776 employees (+43.8% YoY, +289 people)
  - Operates in 8 countries (US, Canada, India, UK, France, Luxembourg, etc.)
  - Over 2,300 GPs and 750,000 LPs on the platform managing $1T+ in investor equity
  - Recognized as Forbes’ Best Startup Employer, Inc. 5000 Fastest-Growing Company, and Deloitte Tech Fast 500

## Competitive Advantages
- **Single source of truth** for all fund data – funds, assets, investors, and positions – eliminating silos.
- **Workflow library** covering every stage from first close to final distribution, built over 12 years of encoding private markets operations.
- **JunieAI & Headless GPX**: First-mover in enabling compliant, auditable AI access to private market data across any AI tool.
- **SOC-1 and SOC-2 compliance** for security and access control.
- **Unified software + services model**: Not just technology but a full fund operations partner, handling complexity at scale.

## Strategic Focus
- **AI-first platform**: Extending the fund operating system into the “agentic era” with AI agents and headless APIs.
- **Scaling fund administration**: Growing services alongside software to handle increasing complexity for GPs with large, diverse portfolios.
- **Global expansion**: Already in 8 countries, likely to deepen presence in Europe and Asia.
- **Product innovation**: Continued investment in data model, automation, and compliance workflows.

## Why Work Here
- **Culture & Values**: Juniper Square emphasizes “solve hard problems,” “think like an owner,” “better together,” and “sweat the details.” Employees are called “Junies.”
- **Remote-First with Options**: Default mode is cloud-based remote work. Physical office in San Francisco for those who prefer hybrid; strong employee communities in New York, Seattle, Toronto, Salt Lake City, San Diego, Denver, Chicago, and Los Angeles.
- **Benefits**: Competitive salaries and equity, professional development stipends, learning & training programs, employee resource groups (ERGs), and periodic in-person gatherings.
- **Growth Environment**: High headcount growth (+43.8% YoY) signals scaling opportunities. Internships and entry-level roles available in Engineering and Fund Administration.
- **Awards**: Forbes’ Best Startup Employers, Inc. 5000, Deloitte Tech Fast 500 – indicators of strong employer brand.

## Sources
1. [junipersquare.com](https://www.junipersquare.com/)
2. [junipersquare.com/company](https://www.junipersquare.com/company)
3. [junipersquare.com/company/careers](https://www.junipersquare.com/company/careers)
4. [junipersquare.com/company/careers/life-at-jsq](https://www.junipersquare.com/company/careers/life-at-jsq)
5. [linkedin.com/company/juniper-square](https://www.linkedin.com/company/juniper-square)

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