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Fund Solutions Consultant

Juniper Square

United States
Base Salary
130k-170k USD
Juniper Square

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 most US states and 2 Canadian Provinces. We have a physical office in San Francisco, CA for employees who prefer to work in an office some or all of the time.

About your role

Juniper Square is seeking a Fund Solutions Manager to join our Sales team. With a solid foundation in fund administration, including deep knowledge of complex accounting and private equity structures, this role serves as a vital advisor to prospective clients on technical aspects of fund administration sales. Exceptional communication and presentation skills are essential as you navigate client consultations, aligning their needs with our comprehensive software and fund administration offerings. This dynamic, client-facing position offers the unique opportunity to collaborate closely with both our Sales and Fund Administration teams to expand our customer network, leveraging your expertise and ability to engage effectively with prospective fund administration clients. Your contributions will be key to Juniper Square’s continued leadership in providing integrated solutions for funds.

What you’ll do

  • Partner with Account Executives to target sales opportunities in fund administration for both new and existing clients.

  • Manage and address all technical inquiries from potential clients

  • Determine client requirements and ensure alignment with Juniper Square’s capabilities, particularly for complex or specialized fund structures

  • Establish trust with prospective clients by demonstrating and in-depth understanding of their business needs

  • Assess the needs of potential clients and collaborate with the Industry Principal and Head of Fund Administration to tailor and price services.

  • Engage with potential clients to understand their concerns and demonstrate how Juniper Square’s solutions can meet their needs.

  • Develop relationships with Fund Administration team leaders to facilitate cross-functional collaboration

  • Identify product and service evolution opportunities based on feedback from potential clients

  • Forge partnerships with third-party providers to complement and enhance Juniper Square’s solutions, ensuring a seamless and comprehensive service experience for clients


  • Over 10 years of experience in fund accounting, client services, relationship management, or audit within the fund administration sector.

  • Exceptional communication and presentation abilities.

  • Skilled in managing prospect expectations and uniting both internal and external stakeholders to achieve business objectives.

  • Comprehensive knowledge of complex accounting practices, private equity investment frameworks, and private fund reporting standards.

  • Proven ability to engage confidently with C-suite executives and senior leaders, showcasing expertise in industry and technical matters.

  • Strong interpersonal skills complemented by a keen commercial insight.

  • Experience with leveraged buyout funds is preferred.

  • Proficiency in Salesforce of similar tools is advantageous.

At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications.


Compensation for this position includes a base salary, bonus, equity, and a variety of benefits. The U.S. base salary for this role is 130,000 - 170,000k. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable. Your recruiter can provide further details.

Benefits include:

  • Health, dental, and vision care for you and your family

  • Life insurance and disability coverage

  • Mental wellness coverage

  • Fertility and growing family support

  • Unlimited vacation in addition to company paid holidays

  • Paid family leave, medical leave, and bereavement leave policies

  • 401k retirement savings plan

  • Healthcare FSA and commuter benefits programs

  • Allowance to customize your work and technology setup at home

  • Annual professional development stipend

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About the job

Mar 30, 2024


130k-170k USD

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