Full-Time

Account Executive

Pere

Confirmed live in the last 24 hours

Juniper Square

Juniper Square

501-1,000 employees

Technology solutions for private investment partnerships

Venture Capital
Fintech
Financial Services

Compensation Overview

$115k - $145kAnnually

+ Commission + Equity

Senior

Remote in USA

Category
Field Sales
Sales & Account Management
Required Skills
Salesforce
Requirements
  • 5+ years of B2B full-cycle and quota-carrying sales experience.
  • Knowledge of selling Fund Administration services, FinTech products, SaaS products, or other relevant solutions will be considered.
  • Experience selling to or working within CRE ecosystem 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 Real Estate & Real Assets firms to sell fund administration and software products.
  • Land new clients and develop an on-going account strategy for expansions of an existing client book of business to drive revenue.
  • Work with the Sales Development, Fund Solutions, and Solution Engineering teams to originate, manage and close new business.
  • Provide existing and prospective customers a best-in-class buying experience while focusing on their needs.
  • Build consensus, executive alignment, and influence across relevant levels and departments to drive mutually beneficial outcomes.
  • Identify key focus areas for an engagement, discover how the existing or prospective clients works in a current state, align on a desired future state of their business, craft a compelling sales strategy for the engagement, demonstrate how Juniper Square’s solutions can add value, and then quantify the amount of value Juniper Square can create.
  • 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 and limited partners, facilitating communication and collaboration throughout their investment journeys. By automating processes and making critical investment data easily accessible, Juniper Square helps clients close investments faster and with less manual effort. Unlike its competitors, Juniper Square offers a universal system tailored specifically for private markets, accommodating firms of any size and investment complexity. The company's goal is to simplify and enhance the investment process, ensuring secure management of sensitive data while providing a complete view of investment activities.

Company Stage

N/A

Total Funding

$234.4M

Headquarters

San Francisco, California

Founded

2014

Growth & Insights
Headcount

6 month growth

9%

1 year growth

17%

2 year growth

26%
Simplify Jobs

Simplify's Take

What believers are saying

  • Juniper Square's recent milestone of surpassing $1 trillion in investor equity on its platform highlights its rapid growth and market acceptance.
  • The appointment of industry veterans like Adam Hyder and Brandon Sedloff to key leadership roles indicates a strong focus on innovation and strategic growth.
  • Integration with platforms like AltExchange and partnerships with companies like Pereview enhance Juniper Square's value proposition by offering comprehensive solutions for investment management.

What critics are saying

  • The competitive landscape in financial technology is intense, with numerous players vying for market share, which could impact Juniper Square's growth.
  • Rapid expansion and scaling efforts may lead to operational challenges and strain on resources.

What makes Juniper Square unique

  • Juniper Square offers a universal system specifically designed for private investment partnerships, unlike competitors who may not cater exclusively to this niche.
  • The platform's ability to support firms of all sizes and handle complex investment structures sets it apart from more rigid solutions.
  • Juniper Square's focus on secure and efficient data management ensures that sensitive investment information is well-protected, a critical advantage in the financial technology sector.

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