• Partner with Account Executives to target, scope, and price fund administration opportunities for new and existing clients • Liaise between Sales, Accounting, and Operations to analyze prospect requirements, develop profitable pricing models, and prepare comprehensive service proposals. • Lead and manage technical and operational discussions during the sales process, providing expertise on accounting structures, fund operations, and reporting • Determine client requirements and needs to ensure alignment with Juniper Square’s capabilities, particularly for complex or specialized needs. • Build trust with prospective clients by demonstrating deep industry knowledge and Juniper Square’s unique value proposition • Responsible for overall fund administration service delivery, including assessing customer health and ensuring that deliverables are presented accurately and on time. • Serve as the senior internal escalation point for challenging customer situations and complex accounting questions from the team. • Maintain strong controls around deliverables, identify how controls should evolve as the team scales, and oversee the year-end audit process. • Identify and execute on initiatives to improve team efficiency and productivity, including collaborating with our Product Team on technology and automation improvements. • Identify product and service evolution opportunities based on feedback from both prospects and existing clients. • Forge partnerships with third-party providers to complement and enhance Juniper Square’s solutions. • Partner closely with global delivery teams across the U.S., India, and Luxembourg to ensure consistency and quality across all fund structures • Responsible for staffing and capacity management, including working with the leadership team to forecast hiring needs. • Hire, onboard, and train a team of varying experience level individual contributors as well as managers on general fund accounting and internal procedures. • Conduct formal performance reviews and provide coaching and feedback to direct reports throughout the year. • Responsible for ensuring team satisfaction, designing and executing on initiatives to improve team engagement. • Partner with the enablement team to enhance the training process and learning content.