Full-Time

Account Executive

PE/VC

Confirmed live in the last 24 hours

Juniper Square

Juniper Square

501-1,000 employees

Technology solutions for private investment partnerships

Fintech
Financial Services

Compensation Overview

$115k - $145kAnnually

+ Commission + Equity

Mid, Senior

San Francisco, CA, USA + 3 more

More locations: Canada | New York, NY, USA | United States

Physical offices in San Francisco and New York City; collaboration across 27 U.S. states and 2 Canadian provinces.

Category
Private Equity
Venture Capital
Sales & Account Management
Finance & Banking
Required Skills
Salesforce
Requirements
  • 3+ years of B2B full-cycle and quota-carrying sales experience or 6+ years of experience fund accounting or operations experience with exposure to Private Equity, Venture Capital, and/or Real Estate funds
  • Knowledge of selling Fund Administration services, FinTech products, SaaS products, or other relevant solutions will be considered. Experience selling into new markets is valuable but not required
  • Experience selling to / working with Private Equity or Venture Capital firms is a value-add but not required and will be trained on the job
  • Eagerness to deeply understand our market and potential clients’ needs
  • Track record of demonstrating integrity, ethics, and adherence to company values
  • Ability to communicate in writing and verbal form to various audiences and have comfort with presenting
  • Ability to focus on outcomes of the commercial and customer goals
  • Demonstrated ability to learn and use sales systems such as Salesforce, Outreach, and Gong
  • Ability to communicate to lead and manage many projects, with multiple stakeholders
Responsibilities
  • Interface directly with prospective Private Equity and Venture Capital firm clients to sell fund administration and software products.
  • Work with the Sales Development, Fund Solutions, and Solution Engineering teams to originate, manage and close new business
  • Build and own relationships with the other important stakeholders that work with our clients - CPA firms, banks, law firms, and more
  • Refine and optimize the go-to-market process as we learn more about product/market fit based on the clients we serve and prospective clients with whom we speak
  • Work closely with the rest of our team to continually level up our skills, strategies, knowledge, and more
  • Meet or exceed revenue goals in alignment with the company’s operating model
  • Attend in person and virtual industry events to represent Juniper Square

Juniper Square provides a comprehensive platform for managing private investment partnerships in sectors like commercial real estate, private equity, and venture capital. The platform supports all phases of the investment lifecycle, including fundraising, investor operations, and fund administration. It connects general partners (GPs) and limited partners (LPs), facilitating communication and collaboration throughout their investment journeys. By automating processes and making critical investment data easily accessible, Juniper Square helps reduce manual work and accelerates investment closings. Unlike its competitors, Juniper Square offers a universal system tailored specifically for private markets, accommodating firms of any size and complexity. The goal of Juniper Square is to simplify and enhance the investment process, ensuring secure management and sharing of sensitive information.

Company Stage

Late Stage VC

Total Funding

$234.4M

Headquarters

San Francisco, California

Founded

2014

Growth & Insights
Headcount

6 month growth

8%

1 year growth

17%

2 year growth

26%
Simplify Jobs

Simplify's Take

What believers are saying

  • Acquisition of Forstone Luxembourg expands global fund administration capabilities.
  • Integration with AI-driven analytics enhances data-driven decision-making for partners.
  • Growing demand for ESG compliance solutions boosts platform attractiveness.

What critics are saying

  • Increased competition from emerging fintech startups threatens market share.
  • Rapid technological advancements require costly platform updates.
  • Potential data privacy concerns with global expansion in strict regions.

What makes Juniper Square unique

  • Juniper Square offers a universal system for private investment partnerships.
  • The platform provides a 360-degree view of investment data for stakeholders.
  • Juniper Square supports firms of all sizes, regardless of investment complexity.

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