Client Relationship Manager

Job description

About Juniper Square

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you.

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 operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have a physical offices in San Francisco, New York City, and Bangalore for employees who prefer to work in an office some or all of the time.

About your role

As a Fund Administration Relationship Manager, you will serve as a strategic partner to our clients, focused on strengthening relationships, driving revenue growth, and supporting high-quality service delivery across our fund administration engagements. You will be embedded within the Fund Administration organization, providing continuity, leadership, and alignment across cross-functional teams.

What you’ll do

1. Relationship Ownership & Client Advocacy

   • Maintain ongoing, senior-level relationships with clients to ensure trust, satisfaction, and alignment with their goals

   • Act as the primary client advocate within Juniper Square, surfacing feedback and ensuring timely resolution of issues

   • Serve as a stabilizing force and strategic sounding board for clients navigating transitions or challenges

2. Strategic Growth & Revenue Expansion

   • Identify upsell opportunities across services, fund vehicles, and legal entities post-implementation

   • Partner with Sales on long-term revenue expansion initiatives and contribute to proposal development

   • Track, report, and influence new fund opportunities and incremental revenue opportunities

3. Communication & Cross-Functional Alignment

   • Facilitate regular communication between clients and internal stakeholders, ensuring unified messaging and smooth execution

   • Collaborate with Product, Sales, CX, and Delivery teams to represent the client perspective and drive roadmap alignment

   • Lead quarterly and annual business reviews to share performance metrics and strategic updates

4. Oversight of Key Client Programs

   • Lead execution of the Client Monitoring Program (CMP) for assigned accounts, ensuring feedback is captured and addressed

   • Drive structured health assessments through quarterly check-ins and in-person meetings for high-revenue clients

   • Ensure documentation of all meetings, service scores, and business review outcomes in Salesforce

5.  Internal Enablement & Partnership

   • Support Fund Accounting team leads during client transitions or coverage gaps

   • Provide guidance to delivery teams, ensuring service excellence and consistent client experience

   • Collaborate with FA Enablement on training programs and tools to build strong relationship management capabilities

6. Escalation & Remediation Leadership

   • Own client escalations and coordinate root cause analyses and remediation plans

   • Communicate timelines, accountability, and outcomes to clients and internal teams

   • Reinforce trust and transparency during challenging situations

7. Client-Centric Thought Leadership

   • Stay current on industry trends, client business objectives, and fund administration best practices

   • Represent Juniper Square at client events or conferences when applicable

   • Support brand reputation and thought leadership in the Private Markets ecosystem

Qualifications

• 12+ years of fund administration experience within private equity, commercial real estate or venture capital with a focus on client advocacy, networking and expansion

• Bachelor’s degree required, with a degree in Accounting, Economics, Finance, Business Administration, or related discipline

• Proven ability to identify growth and expansion opportunities

• Comfortable with ambiguity within a hyper-growth, startup environment

• Passion for technology and a desire to use technology to streamline business operations and improve user experience

• Strategic thinker with the ability to master both the details and the big picture

• Excellent client service, verbal and written communication skills

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 $180,000-250,000 USD. 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.

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