INACTIVE
Full-Time
Fund Solutions Consultant
Posted on 4/18/2024
Juniper Square offers Partnership Enablement, a digital platform for
Fintech
Compensation Overview
$130,000 - $170,000Annually
+ 401k retirement savings plan + annual professional development stipend
Expert
Chicago, IL, USA
Required Skills
Sales
Salesforce
Requirements
- Over 10 years of experience in fund accounting, client services, relationship management, or audit within the fund administration sector.
- Comprehensive knowledge of complex accounting practices, private equity investment frameworks, and private fund reporting standards.
- Experience with leveraged buyout funds is preferred.
- Proficiency in Salesforce of similar tools is advantageous.
Responsibilities
- 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.
Juniper Square offers Partnership Enablement, a digital platform for investment partnerships in private markets, providing integrated CRM, fundraising, investor portal, and reporting tools to facilitate seamless communication for GPs and LPs across commercial real estate, private equity, and venture capital firms. The platform aims to empower investment partners to build enduring relationships and exceptional investment opportunities.
Company Stage
Series C
Total Funding
$241M
Headquarters
San Francisco, California
Founded
2014
Growth & Insights
Headcount
6 month growth
↑ 4%1 year growth
↑ 2%2 year growth
↑ 8%INACTIVE