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Juniper Square

Unified platform for private investment partnerships

Account Executive - Private Equity

Full-TimeUpdated on 10/23/2026
$120k - $145k+ Commission + Equity
Mid, Senior
Remote in USA
RemoteFully remote work is available across supported U.S. locations; office work is optional at the listed offices.
Sales & Account ManagementAccount Executive

About the job

Requirements
  • Have 4–8 years of B2B full-cycle, quota-carrying sales experience with a consistent track record of attainment.
  • Have experience selling into upper mid-market or institutional accounts with long sales cycles and multiple stakeholders.
  • Demonstrate the ability to navigate procurement, legal, and security processes.
  • Have experience selling SaaS, financial technology, or professional services; experience in both is ideal.
  • Have executive presence and the ability to lead high-stakes conversations with senior private equity professionals.
  • Have proven territory and account planning skills with multi-quarter pipeline management.
Responsibilities
  • Target CFOs, COOs, and Heads of Investor Relations at institutional private equity firms using account-based strategies.
  • Build multi-quarter pipeline for long-cycle deals while maintaining near-term coverage.
  • Leverage placement agents, auditors, legal advisors, and consultants for access and deal acceleration.
  • Adjust targeting and messaging based on territory performance and fund cycle timing.
  • Design discovery for complex private equity organizations and build a business case spanning technology and fund administration.
  • Re-qualify continuously as stakeholders, fund timing, and partnership dynamics shift.
  • Map buying processes and required approvals, including partnership votes and investment committee sign-off.
  • Anticipate institutional objections, including security reviews, SOC compliance, transition risk, and data migration.
  • Lead long-cycle deals with formal mutual action plans and milestone-based progress.
  • Manage procurement, legal, security, and implementation steps, including requests for proposals and operational due diligence, while maintaining momentum.
  • Coordinate internal leaders proactively and communicate risks and tradeoffs clearly.
  • Consult on complex private equity workflows, including waterfall calculations, carried interest, multi-tier fund structures, ILPA compliance, and institutional limited partner reporting.
  • Counter entrenched competitors with specific, evidence-based proof points.
  • Lead outcome-focused demonstrations for senior stakeholders and set expectations responsibly using roadmap context.
  • Engage Partners, CFOs, and COOs in high-stakes conversations.
  • Navigate incumbent relationships, partnership politics, and fund timing pressures with empathy and judgment.
Desired Qualifications
  • Have direct experience selling into private equity firms or alternative investment managers.
  • Have knowledge of private equity fund administration, fund accounting, carried interest calculations, or institutional limited partner reporting.
  • Have experience selling combined technology and services deals with complex pricing structures.
  • Have existing relationships with institutional private equity general partners, placement agents, auditors, or private-equity-focused consultants.
  • Be familiar with the competitive landscape.

About the company

Juniper Square provides end-to-end software for private investment partnerships, serving GPs and LPs in commercial real estate, private equity, and venture capital. Its platform unifies fundraising, investor operations, and fund administration into a single system to manage investment data and workflows. It delivers a centralized, secure view of investment data with role-based access, speeding up investment closes and reducing manual work. The system is built to scale for firms of any size and structure, offering consistent data and safe data sharing to improve collaboration.

Company Size

1,001-5,000

Company Stage

Series D

Total Funding

$371M

Headquarters

San Francisco, California

Founded

2014

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Simplify's Take

What believers are saying

  • September 23, 2026 Capital Intelligence deepens Juniper Square's Nasdaq eVestment partnership.
  • Mar. 27, 2026 Kudu selected Juniper Square for its 32 partner firms.
  • Juniper Square says 2,300 GPs and $1 trillion LP capital now run on-platform.

What critics are saying

  • Apr. 2026 sales restructuring and executive exits signal go-to-market instability.
  • Nasdaq eVestment and Preqin integrations commoditize Juniper Square's investor-intelligence layer.
  • SS&C Advent, Allvue, and Dynamo can bundle fund admin, erasing Juniper Square's moat.

What makes Juniper Square unique

  • Juniper Square unifies CRM, fund accounting, compliance, and LP communications in one system.
  • Headless GPX, launched June 2, 2026, exposes workflows to Claude and Copilot.
  • Capital Intelligence and Fay embed private-markets AI directly into Juniper Square's workflow.

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Benefits

  • Competitive salary
  • Meaningful equity
  • Health, dental, & vision care
  • Unlimited vacation policy
  • Generous paid family leave, medical leave, & bereavement leave policies
  • 401k retirement savings plan
  • Healthcare FSA & commuter benefits programs
  • Professional development stipend
  • Monthly work from home wellness stipend
  • Mental wellness coverage
  • Home office productivity allowance

Growth & Insights and Company News

6 month growth

-1%

1 year growth

-1%

2 year growth

-2%
Holland Mountain
Oct 9th, 2026
Weekly news - week of october 5, 2026.

Weekly news - week of october 5, 2026. New & updated products. Chronograph has launched dedicated plugins for private capital investors in Claude. Each GP and LP plugin bundles the Chronograph Claude Connector with purpose-built skills for workflows such as LP reporting and commitment pacing. AlphaSense has launched SuperAnalyst, an agent that plans, executes and monitors complex financial and strategic workflows using AlphaSense content and customer context. Addepar has added more than 1,000 regional benchmarks across five geographies to Addepar Private Fund Benchmarks, alongside automated benchmark management. Fintent has launched Personalized Signals, a weekly shortlist ranked against a firm's mandate and checked against public news, with Tier 1 flagging companies that have nothing public yet. Deal activity. Alto has agreed to acquire Forge Trust from Charles Schwab. The combined platform would hold more than $20 billion in assets under custody and over 60,000 self-directed IRA accounts, subject to approval from the South Dakota Division of Banking. Partnerships & integrations. SUBSCRIBE has partnered with FactSet to integrate its private markets workflow and data solution into the FactSet platform, covering fund onboarding, digital subscriptions and post-trade reporting. MSCI and CUSIP Global Services are extending CUSIP identifiers to late-stage, venture-backed private companies, drawing on MSCI Private Company Insights data covering more than 2,000 companies. Datasite has joined OpenAI's connector ecosystem for ChatGPT for Financial Services, making data room content accessible within the tool. Office & personnel. Juniper Square has appointed Bo Kim, formerly CIO at Gusto, as its first Chief Information Officer. Bo Kim will lead enterprise technology and AI governance. Vendor research & whitepapers. PitchBook reports that US PE deal value rose 20.9% quarter on quarter in Q3 but remains down 30.4% year on year, while exit value jumped 50.4%, according to its Q3 2026 US PE Breakdown. Axial has published its 2026 Independent Sponsor Report, finding that 88.2% of sponsors use deal networks to source opportunities. The report draws on an analysis of 50 executed independent sponsor LOIs. CEPRES has published The Data Center Deal report, using DealForge data to show a 44.16% median IRR for the upper half of data centre deals against 11.58% for the lower half. Awards. Holtara (an Apex Group company) named Technology Provider of the Year at the Real Deals Sustainable Investment Awards. Titanbay ranked 43rd of 150 on the FT and Statista UK's Fastest-Growing Companies list and named the fastest-growing private markets firm on it. Did Holland Mountain Group forget something? Do you have vendor news to share? Holland Mountain Group want to know! Please reach out to Holland Mountain Group at [email protected] Thinking about your data and tech stack? Holland Mountain Group can help! Holland Mountain Group help LPs & GPs find the system, supplier or market data provider that is best-suited for their current and future needs. Get in touch with its team today. More PE stack news.

PR Newswire
Oct 8th, 2026
Juniper Square appoints first CIO and achieves ISO/IEC 42001 AI certification

Juniper Square has appointed Bo Kim as its first Chief Information Officer and achieved ISO/IEC 42001 certification for AI management systems. The San Francisco-based firm serves more than 2,300 private markets general partners managing over $1 trillion in capital. Kim brings two decades of technology leadership experience, most recently serving as CIO at Gusto. He previously held similar roles at Imperva and Planview, and worked in technology leadership at Qualys and Venrock. The appointment follows recent company developments, including the launch of Headless GPX, acquisition of Sightglass for DDQ automation, and introduction of Capital Intelligence featuring Nasdaq eVestment data. The ISO/IEC 42001 certification represents Juniper Square's fifth ISO/IEC certification, validating its approach to managing AI-related risks and opportunities as the company integrates AI across its products and operations.

GFM Limited
Sep 24th, 2026
Juniper Square, Nasdaq eVestment launch AI tool for private markets fundraising teams.

Juniper Square, Nasdaq eVestment launch AI tool for private markets fundraising teams. * September 24, 2026 * - 10:24 am Juniper Square has partnered with Nasdaq eVestment to launch Capital Intelligence, an AI-powered tool designed to give private markets investor relations teams greater visibility into institutional investors and fundraising opportunities. The new tool is being introduced within Juniper Square's existing Investor CRM and incorporates institutional market data from Nasdaq eVestment Market Lens. CXapital Intelligence is designed to allow general partners to update investor and consultant information, identify potential new relationships, and monitor changes without leaving their existing CRM workflow. The launch comes as private markets managers compete for a more concentrated pool of institutional capital. Juniper Square said Capital Intelligence is intended to address the challenge of maintaining accurate and current information on investors, consultants and allocation activity. The Nasdaq eVestment data incorporated into the platform covers more than 30,000 institutional firms, 70,000 mandates and 100,000 investment professionals. The information includes structured investor and relationship data alongside qualitative indicators such as allocation trends, pacing plans and consultant sentiment. Capital Intelligence includes three core functions. An AI matching capability can identify potential links between existing CRM contacts and Nasdaq's institutional database, allowing fundraising teams to review and approve matches in bulk. A Pipeline Builder function allows users to search the Nasdaq dataset for investor and consultant professionals and institutional firms, using filters including firm type, assets under management and geography. Potential contacts can then be added to the CRM. The platform also monitors changes at investor and consultant organisations, alerting users to relevant developments so that teams can review and validate updates before incorporating them into their relationship records. Capital Intelligence is available to general partners raising institutional capital. Existing Juniper Square clients that already subscribe to Nasdaq eVestment Market Lens can connect their existing subscription. The launch is the latest step in Juniper Square's broader push to incorporate AI directly into its private markets platform. The company launched Headless GPX in June and subsequently made Fay, its first GPX Agent, generally available in July. Juniper Square said it now serves more than 2,300 private markets general partners, with more than $1tn in limited partner capital managed through its platform.

PR Newswire
Sep 23rd, 2026
Juniper Square and Nasdaq launch AI-powered Capital Intelligence for private markets fundraising

Juniper Square has launched Capital Intelligence, an AI-powered tool for private markets investor relations teams. The product integrates Nasdaq eVestment Market Lens data directly into Juniper Square's CRM system. Capital Intelligence provides access to institutional investment intelligence covering over 30,000 institutional firms, 70,000 mandates, and 100,000 key professionals. The tool automatically updates investor and consultant records, combining relationship data with insights like pacing plans and allocation trends. The launch follows Juniper Square's release of Headless GPX in June and its Fay AI agent in July. Juniper Square serves over 2,300 private markets general partners globally, with more than $1 trillion in limited partner capital managed through its platform. Firms with existing Nasdaq eVestment Market Lens subscriptions can connect them to the new tool.

PR Newswire
Jul 28th, 2026
Juniper Square launches AI-powered fund admin oversight agent to cut financial review time by 80%

Juniper Square has launched Fay, an AI-powered Admin Oversight Agent that automatically reviews fund administrator deliverables for general partners. The tool runs over 150 accuracy and consistency checks across financial statements, partner capital account statements, and supporting documents, catching errors before they reach auditors or investors. The agent reduces financial statement review time by approximately 80% for CFOs and controllers. It uses AI to read documents and extract figures whilst running calculations through deterministic code, ensuring consistent mathematical accuracy. Juniper Square, which serves over 2,300 private markets GPs, initially developed the tool internally for its fund administration team overseeing more than $300 billion in assets. The Admin Oversight Agent works with any fund administrator and is available for purchase through Juniper Square's GPX platform, requiring no integration or data onboarding.