Full-Time
Chief of Staff to the CEO
Posted on 10/31/2025
Juniper Square
501-1,000 employees
Unified platform for private investment partnerships
Compensation Overview
$230k - $275k/yr
San Francisco, CA, USA
In Person
 Business & Strategy (2) |
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- Eight plus years of experience in a senior leadership role (for example Chief of Staff, Director or Vice President of Strategy, Director or Vice President of Operations) within a fast-paced, high-growth environment.
- Proven track record of managing the company-wide Objectives and Key Results process and driving strategic initiatives to successful outcomes at scale.
- Strong background in project management, process optimization, and results-driven execution.
- Experience working closely with the Chief Executive Officer and executive leadership teams, with the ability to build trust and influence at all levels of the organization.
- Ability to synthesize complex information and provide actionable insights to support executive decision-making.
- Ability to thrive in a fast-paced, ambiguous environment.
- Deep understanding of financial metrics, business analytics, and operational key performance indicators.
- Familiarity with scaling businesses in high-growth phases and internationally.
- Exceptional written and verbal communication skills.
- Bachelor’s degree in a related field or equivalent experience.
- Serve as a trusted advisor to the CEO and executive leadership, providing strategic insights, recommendations, and solutions to support effective decision-making.
- Design and execute the company’s Objectives and Key Results process, including prioritizing initiatives, managing and influencing executive stakeholders, company communication, ensuring alignment across the company, and driving accountability to outcomes.
- Manage the company’s operating rhythm, leading the structured cadence of key processes, meetings, activities and offsites that help the organization run smoothly and achieve its goals.
- Lead high-impact, cross-functional projects as needed.
- Manage the Senior Leadership Team, including orchestrating what business gets done when and where, managing the agenda, organizing offsites in partnership with CEO’s Executive Assistant, and building deep relationships with the executive members.
- Partner with the CEO to own the CEO’s internal communications initiatives such as All Hands meetings and leadership updates, ensuring employees remain connected to and inspired by the company's mission and aligned to current goals.
- None
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
501-1,000
Company Stage
Series D
Total Funding
$371M
Headquarters
San Francisco, California
Founded
2014
Simplify's Take
What believers are saying
- It serves 2,300+ GPs and manages $1 trillion in LP capital.
- Headless GPX opens AI workflows for IR, finance, compliance, and reporting.
- Sightglass and Tenor Digital expand automation across diligence and private credit operations.
What critics are saying
- AI agents can trigger bad outputs, unauthorized actions, or compliance mistakes inside beta workflows.
- Deep platform dependence raises outage, permissions, and data-leak risk across critical fund records.
- Cross-border and private-credit expansions increase integration complexity and regulatory execution risk.
What makes Juniper Square unique
- Juniper Square combines software, data, and fund administration in one private-markets platform.
- Its system of record spans fundraising, onboarding, treasury, reporting, and compliance workflows.
- The company is purpose-built for private markets, not a generic CRM or fund tool.
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Your Connections
People at Juniper Square who can refer or advise you
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
↑ 0%1 year growth
↑ 0%2 year growth
↑ 0%Juniper Square and Kudu Investment Management announce strategic partnership to support the Kudu ecosystem. Mar 27, 2026, 09:29 ET SAN FRANCISCO and NEW YORK, March 27, 2026 /PRNewswire/ - Juniper Square, the leading fund operations partner for more than 2,000 private markets GPs, and Kudu Investment Management (Kudu), a provider of permanent capital solutions to independent asset and wealth management firms, today announced a strategic alliance to offer core operational infrastructure to Kudu's partner firms. New York-based Kudu has made minority investments in 32 boutique asset and wealth managers globally. Kudu's partner firms now collectively invest approximately $150 billion, as of Dec. 31, 2025, on behalf of individual and institutional investors worldwide in traditional and alternative strategies and market segments. Through this partnership, Kudu's partners will benefit from enhanced access to Juniper Square's integrated platform spanning investor onboarding, fundraising, and fund administration, supporting more efficient capital raising, a differentiated investor experience, and scalable infrastructure built for long-term growth. The agreement also creates a more aligned framework for engagement with Juniper Square, reinforcing the overall value available to Kudu's partners. The partnership introduces Juniper Square as a vetted, high-quality option within Kudu's global network, part of an ongoing effort to connect partner firms with capabilities, insights, and solutions that support their continued growth. It reflects a shared view that operational excellence is essential for manager success. By providing access to Juniper Square's technology and services, Kudu is expanding the ways it supports partner firms, enabling them to operate with greater efficiency and institutional rigor. "In the private markets world, the firms that stand out are those that pair strong investment performance with a modern, connected operating platform," said Brandon Sedloff, Juniper Square's chief relationship officer. "Kudu has built a successful network of high-quality partner firms, and its approach to long-term, minority partnership is truly differentiated. We are excited to support that ecosystem with infrastructure that matches the ambition and sophistication of the firms they back." Juniper Square's platform has become a core system of record for private markets firms, centralizing data and connecting GPs and LPs across the full lifecycle of a fund. "Several of our partner firms already work with Juniper Square, both as GPs and as LPs, and we have seen firsthand the strength of its platform and team," said Ben Ruffel, partner and head of partner services at Kudu. "Juniper Square has deep domain expertise and a highly innovative approach to product development, including leadership around how technology and AI can improve the way firms operate. We are excited to expand our relationship and make its capabilities more accessible to our partner firms." About Juniper Square Juniper Square is trusted as the operations partner to more than 2,000 private markets GPs worldwide, connecting market-leading technology, data, and fund administration services to help GPs fundraise efficiently, streamline operations, and improve the investor experience. Its unified platform centralizes data and connects LPs and GPs across every workflow - including fundraising, investor onboarding, compliance, treasury, and reporting. Today, more than 40,000 funds and $1 trillion in LP capital are managed through Juniper Square. For more information, visit junipersquare.com. About Kudu Investment Management Kudu provides long-term capital solutions - including generational ownership transfers, management buyouts, acquisition and growth finance, as well as liquidity for legacy partners - to independent asset and wealth managers globally. Kudu was founded in 2015 and is backed by capital partners White Mountains Insurance Group, Ltd. (NYSE: WTM) and MassMutual. For more information, visit www.kuduinvestment.com. Media Contact for Kudu Margaret Kirch Cohen Newton Park PR +1 847-507-2229 [email protected] SOURCE Kudu Investment Management
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Juniper Square hires for global fund administration role. Juniper Square hired Jason Sheller to fill the new role of global head of Go-To-Market, Fund Administration. He joins during a period of growth for the firm and will lead the go-to-market strategy for the fund administration business, working with private equity, real estate, and venture capital firms facing increasing LP demands for data transparency and accessibility. Juniper Square's teams, supported by its GPX platform, offer outsourced operational processes such as investor onboarding, compliance, accounting, and reporting. The firm is fund operations partner for more than 2,000 private markets GPs worldwide. "GPs are currently reimagining their back-office strategies, as private markets firms increasingly demand technology-connected fund administration, and Juniper Square is at the forefront of this transformation," said Juniper Square COO Stephanie Miller. "With his deep expertise on advising private markets firms on how to scale their operations, Jason will ensure we continue to help our customers build modern, resilient operating models for the future." Sheller has two decades of experience in sales and business development within fund administration across private markets. Most recently, he was senior managing director, global head of business development and strategy for real estate fund administration at CBRE. He previously held senior leadership roles at Deutsche Bank and J.P. Morgan Securities. With $250 billion in assets under administration, San Francisco-based Juniper Square combines technology with fund administration services. Last year, the firm acquired Tenor Digital to expand its private credit capabilities and Forstone Luxembourg to strengthen its fund administration platform and cross-border coverage for private markets GPs. In June, Juniper Square raised $130 million in a Series D round led by Ribbit Capital, valuing the company at $1.1 billion and supporting the development of its JunieAI platform. Four months later, the firm launched an AI-powered CRM for investor relations built on JunieAI, integrating investor data, workflows, and automation tools for private markets fundraising teams. "By combining sophisticated AI and technology with a foundation of global operations experience, Juniper Square is uniquely positioned for exceptional growth," said Sheller. "I couldn't be more excited to help scale our impact in this space."
Juniper Square, a fund operations platform serving over 2,000 private markets general partners, has appointed Jason Sheller as Global Head of Go-To-Market, Fund Administration. Sheller will lead the global go-to-market strategy for the company's fund administration business. Sheller brings over 20 years of experience in financial services, most recently serving as Senior Managing Director and Global Head of Business Development & Strategy for Real Estate Fund Administration at CBRE. He previously held senior roles at Deutsche Bank and J.P. Morgan Securities Services. The appointment follows significant expansion for Juniper Square, which now supports over $250 billion in assets under administration. In 2025, the company acquired Tenor Digital and Forstone Luxembourg to strengthen its private credit capabilities and global operations.
Juniper Square, a leading fund operations partner serving over 2,000 private markets general partners (GPs), announced its acquisition of Tenor Digital, an AI-enabled platform designed for private credit lenders and loan administrators. The acquisition marks a significant step in Juniper Square’s expansion into the rapidly growing private credit market.