Juniper Square

Where partnerships drive potential.

Senior Customer Success Manager, Enterprise

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

California + 8 moreAll locations: California, Florida, Illinois, New Jersey, New York, North Carolina, Michigan, Pennsylvania, Texas

Posted

9 days ago

Salary

$140K - $170K / year

Bachelor Degree8 yrs expEnglish

Job Description

• Develop deep relationships with your clients, including key business executives and power user advocates • Become an expert of your clients’ business, learning their objectives, goals, as well as how they plan to leverage Juniper Square in order to ensure their retention and growth • Proven track record of negotiating optimal solutions, contracts, and expansion opportunities that foster client growth and deepen the broader relationship • Identify and diagnose client operational efficiencies with appropriate services and solutions in order to drive referenceability and client satisfaction • Provide strategic oversight of the product and services offered during implementation, onboarding, growth, and renewal • Create success plans with clients, track mutual KPIs as well as initiatives both related and unrelated to Juniper Square • Monitor and analyze client usage and engagement data to assess account health and proactively address any issues or concerns • Act as an escalation point for clients, working closely with our technical support and product development teams to ensure resolution • Influence internal and external partners to deliver outcomes that not only help our clients but also our company objectives. This includes a strong understanding of contractual commitments as well as identifying new revenue opportunities • Work with Product, Sales, Marketing, Services, Finance, and Engineering teams to create new solutions, services, offerings, and/or product features that reflect the voice of our customers • Meet with clients in person for high-impact activities, like annual business reviews and client events

Job Requirements

  • 8+ years of experience in a relevant client-facing role, client success preferred
  • Experience working with customers in private markets (real estate, venture capital, private equity), finance, investments/investment banking and/or fund administration space is preferred
  • Proven experience of translating business requirements into actionable success and delivery plans, including change management
  • Experience building relationships with decision makers and influencers, including C-suite
  • History of success tackling difficult client or company challenges with measurable results
  • Strong client communication skills, both written and verbal
  • Possess an executive presence and can lead client-facing meetings and presentations with multiple attendees of various levels
  • Has a history of managing large, complex clients, projects, and cross-functional teams
  • Demonstrates competence in prioritization of time, resources, tasks, and people in order to meet deadlines and goals
  • Driven to take on new projects and identify new initiatives independently
  • Motivated by change, demonstrates comfort with an evolving work environment, and can adapt quickly
  • Bachelor's degree or equivalent years of professional experience
  • Open to traveling for client visits, user groups, and company events.

Benefits

  • 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

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