Customer Success Manager

Juniper Square

San Francisco, CA, US / Austin, TX, US
  • Job Type: Full-Time
  • Function: Technical/Customer Support
  • Post Date: 02/03/2021
  • Website:
  • Company Address: 351 California Street Suite 1450, San Francisco, CA, 94104

About Juniper Square

Founded in 2014, Juniper Square is transforming the private funds industry with easy-to-use software that streamlines fundraising, investment administration, and investor reporting. Designed specifically for real estate, Juniper Square is trusted by hundreds of investment sponsors to manage more than 14,000 real estate investments.

Job Description

As a Customer Success Manager at Juniper Square, you’ll be a trusted partner to our private equity customers, helping to drive usage and adoption of our software, and ensuring customer satisfaction.

You’ll be responsible for onboarding new customers, consulting on their platform usage, and ensuring they’re getting maximum value from Juniper Square. 

This is a fast-paced role where no two days are the same; on any given day you’ll be training customers, troubleshooting issues and implementing creative solutions, collaborating with our product and engineering teams to improve the customer experience, and supporting the launch of new features.

This position requires outstanding relationship and project management skills in support of customers who are transforming the way they do business by using Juniper Square.

You’ll engage with customers hands-on, partnering with business leads to understand their current ways of working and helping them devise new and more efficient practices.

You’ll leverage your product expertise and knowledge of industry best practices to help customers provide a best-in-class experience to their investors. Additionally, you’ll be a customer advocate internally, working across teams to ensure that Juniper Square’s product and services continue to meet and exceed expectations.

This role presents a great way to gain a wide range of experiences in software startups.  If you’re considering a future in product marketing, sales, product management, or sales engineering, customer success is a great stepping stone since you’ll get exposure to all of these areas.

What you'll do

  • Manage a portfolio of customer accounts to foster strategic, long-term partnerships
  • Develop and implement strategies to drive product adoption, satisfaction, and value creation for our customers
  • Build knowledge of our evolving product, devise workflows to solve for customer needs, and lead trainings
  • Work proactively to solve external and internal challenges
  • Collaborate with product and engineering teams to create new product features that reflect the voice of our customers


  • 2+ years of experience in a client-facing or project-management role, such as customer success, consulting, or investment banking.
  • Strong written and verbal communication skills, including comfort with presenting to senior executives and ability to change communication style based on audience 
  • High empathy for customers and passion for helping others
  • Strong project-management skills, including great attention to detail and ability to juggle working on multiple projects at once
  • Interest in new technologies 
  • Diplomacy and grace under pressure
  • Ability to travel for customer in-person visits 
  • B.A. or B.S. degree

Related Jobs

Senior/Staff Full-Stack Software Engineer

Juniper Square - San Francisco, CA, USAustin, TX, USRemote

Senior/Staff Back End Software Engineer

Juniper Square - San Francisco, CA, USAustin, TX, USRemote

Product Operations Manager

Juniper Square - San Francisco, CA, USAustin, TX, US

Customer Success Manager

Juniper Square - San Francisco, CA, USAustin, TX, US

Staff Front End Software Engineer

Juniper Square - San Francisco, CA, USAustin, TX, USRemote
Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.