Lead Technical Consultant

Juniper Square

5d•$140,000 - $175,000•Remote

About The Position

As a Lead Technical Consultant at Juniper Square, you will be responsible for designing, developing and delivering solutions to our largest and most strategic Enterprise customers during implementation and throughout the customer lifecycle. Your role will be to provide consultation and guidance to customers and internal teams on software usage, process recommendations, and solution proposals. You'll engage with customers hands-on, partnering with teams across their global organization to understand their current ways of working and helping them create more efficient practices. You'll use your product expertise and industry best practices to help customers provide an excellent experience to their investors and transform how they operate.

Requirements

Bachelor’s degree or equivalent work experience required
Minimum of 8 years relevant experience required with 3 years of enterprise client experience
Significant project management experience with large, strategic enterprise customers in the investment management industry
Experience consulting senior-level partners, understanding customer business goals, defining and tracking metrics and identifying problems and resolving them before they escalate
Effective analysis, interpersonal, written and oral communication skills
Must be able to communicate with others in a concise, persuasive and professional manner
Led client-facing meetings and presentations with multiple attendees of various levels, including executives
Must be creative and work well as a member of a team to drive decision making
Ability to identify areas for improvement and propose solutions to generate efficiencies
Performs under minimal supervision and can work independently
Openness to travel to meet with customers or team members as needed

Nice To Haves

Technical experience working with API implementations preferred

Responsibilities

Serve as a technical expert and maintain a deep understanding of Enterprise customer behaviors, product functionality, and industry best practices for large, complex organizations
Strategize and consult with customers that have many projects running concurrently to understand their plans, strategic goals, and desired business outcomes; proactively identify potential constraints, develop and build buy-in for alternative approaches, and affect change through a successful implementation
Design an appropriate adoption plan and execute in a timely fashion
Structure and lead specific training for customers involving many users with varying skill sets and responsibilities
Break down complex technical concepts for a wide audience of different stakeholders with a varying degree of technical expertise
Partner with team members across Project Management, Customer Success, Service, Product and Support to troubleshoot complex issues and drive successful outcomes for our largest customers
Become a leader internally for the Technical Consulting team; discover new efficient practices, share knowledge, and collaborate with team members
Collaborate cross-functionally with product development teams to guide Juniper Square’s product roadmap that reflects the voice of our customers
Work across the organization to create, document and maintain consistent messaging around product and procedural best practices
Be a thought leader in how we expand our consulting footprint to better serve our customers and their unique needs