Customer Success Manager, Mid-Market
Core
Ensure customer health, drive product adoption, and deliver commercial outcomes for private market fund administrators using Juniper Square's platform.
Role type
Mid-market Customer Success Manager
Builds
Fund administration and operations platform for private markets
Domain
Private markets / Financial services
Deliverable
client delivery
Required skills
Relationship management, project management, client-facing presentation, product adoption management, retention strategy, technical subject matter learning, AI tool usage
Preferred skills
AI-powered workflow optimization, measurable AI outcome delivery
Technologies
Claude, AI tools
Responsibilities
Manage portfolio of 60-75 customer accounts, drive product usage and adoption, review customer metrics, identify retention and expansion opportunities, collaborate with product/engineering on new features, apply AI tools to core workflow
Seniority
Mid-level, hands-on IC