• Source New Opportunities: Proactively identify and engage Fund Administration expansion opportunities through strategic outbound outreach across an assigned portfolio of existing Juniper Square customers. • Partner Cross-Functionally: Collaborate closely with Customer Success Managers (CSMs) to review account portfolios, analyze customer health and activity, and identify expansion triggers. Work together to develop tailored engagement and outreach strategies. • Customer Engagement: Participate in customer business reviews, QBRs, and ongoing touchpoints to uncover operational gaps, evolving business needs, and opportunities to position Juniper Square’s Fund Administration solutions. • Pipeline Development & Handoff: Act as the bridge between CSMs and Account Executives (AEs)—qualifying expansion opportunities and executing a seamless handoff for sales follow-up and deal execution. • Campaign Collaboration: Partner with Marketing and Sales leadership to drive awareness and engagement through events, webinars, and industry conferences. Contribute to campaign planning and follow-up to build and accelerate FA pipeline. • Data Management & Reporting: Maintain disciplined and accurate tracking of all outreach, account signals, and opportunity progress within Juniper Square’s CRM and reporting systems. • Performance & Accountability: Consistently achieve or exceed quarterly pipeline creation goals for Fund Administration, demonstrating strong execution, collaboration, and strategic account engagement.