Customer Success Manager, Mid-Market
Core
Manage a portfolio of 60-75 customer accounts to drive product adoption, retention, and expansion for private market General Partners using Juniper Square's platform.
Role type
Mid-market Customer Success Manager
Builds
Customer health, product usage, and commercial outcomes for private market GPs
Domain
Private Markets / Financial Services
Deliverable
client delivery
Required skills
Relationship management, project management, client-facing presentation, prioritization, technical subject matter learning, AI tool usage
Preferred skills
AI-powered workflow improvements with measurable outcomes
Technologies
Claude
Responsibilities
Manage portfolio of 60-75 existing customer accounts, work with end-users on implementation and onboarding, review customer metrics for adoption and satisfaction, identify retention and expansion opportunities, contribute to internal infrastructure projects, collaborate with product/engineering on new features, apply AI tools in core workflow
Seniority
Mid-level, hands-on IC
