J

Juniper Square

Unified platform for private investment partnerships

Account Executive - Private Equity Real Estate

Full-Time
$145k/yr+ Commission + Equity
Senior
San Francisco, CA, USA+1 moreMore locations: Canada
HybridThe role may be fully remote or office-based, with offices in San Francisco and other locations.
Sales & Account ManagementAccount Executive

About the job

Requirements
  • The candidate must have 5+ years of B2B, full-cycle, quota-carrying sales experience.
  • The candidate must have experience selling fund administration services, FinTech solutions, SaaS products, or comparable offerings.
  • Knowledge of or experience within the commercial real estate ecosystem is strongly preferred.
  • The candidate must demonstrate strong curiosity and eagerness to deeply understand the market and customer needs.
  • The candidate must demonstrate integrity, ethics, and alignment with company values.
  • The candidate must have strong written and verbal communication skills and be comfortable presenting to a range of audiences.
  • The candidate must be able to prioritize outcomes that drive both commercial success and customer value.
  • The candidate must be proficient with sales tools such as Salesforce, Outreach, and Gong.
  • The candidate must have strong project management skills and be able to lead and coordinate across multiple stakeholders.
Responsibilities
  • Engage directly with prospective Private Equity Real Estate and Real Assets firms to sell fund administration and software solutions.
  • Acquire new clients and develop ongoing account strategies to drive expansion and revenue growth within existing relationships.
  • Partner closely with Sales Development, Fund Solutions, and Solutions Engineering teams to originate, manage, and close new business.
  • Deliver a best-in-class buying experience by understanding customer needs and guiding prospects through an effective evaluation process.
  • Build consensus and executive alignment across stakeholders to drive mutually beneficial outcomes.
  • Develop and maintain relationships with key external partners, including CPA firms, banks, law firms, and other industry stakeholders.
  • Contribute to refining and optimizing the go-to-market approach as the company deepens its understanding of product-market fit.
  • Represent Juniper Square at in-person and virtual industry events.
Desired Qualifications
  • Knowledge of or experience within the commercial real estate ecosystem is strongly preferred.

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

Headcount

6 month growth

-1%

1 year growth

-1%

2 year growth

-2%
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.

Pambianco
Jun 16th, 2026
Nopalera raises $4M Series A to expand into Costco and scale retail presence

Nopalera, a brand founded by Sandra Velasquez, has raised $4 million in Series A funding led by Morgan Stanley's Next Level Fund and co-led by existing investor L'Attitude Ventures. Sixty8 Capital, Siddhi Capital, Portfolia and several other investors also participated. The company, which employs 17 people, doubled its revenue between 2024 and 2025. The funding will support retail expansion, including an upcoming collaboration with Costco, and product portfolio growth. Velasquez noted the investment will enable the company to strengthen its team and pursue retail opportunities that previously required significant capital and operational infrastructure. L'Attitude Ventures, which manages over $100 million in assets and focuses on Latinx entrepreneurs, previously led Nopalera's $2.7 million seed round in 2022.