Senior Institutional Success Architect

Juniper Square • ,

7h • $126,000 - $175,000

About The Position

As a Senior Institutional Success Architect at Juniper Square, you will be permanently embedded with a small number of the company’s largest and most strategic accounts, owning their long-term technical success. This is a strategic, high-impact technical account management role.

You will serve as product expert and advocate for clients by understanding their use cases and business goals, mapping those needs to Juniper Square products and workflows from implementation through the life of the relationship, and staying current on product releases. You will bring clients’ technical perspectives and feedback into Juniper Square to help influence product direction.

Working with Institutional Customer Success Managers, Institutional Data Architects, and teams across the company, you will design and execute technical strategies that help clients achieve their goals and drive strong product adoption and user satisfaction.

Requirements

• 7 to 10 years of relevant experience, including experience with large enterprise clients in the investment management industry.
• Strong technical foundation across APIs, databases, and system architecture.
• Hands-on experience scoping and delivering system integrations and data mapping.
• Consulting-style experience managing multiple client projects simultaneously, staying organized, and tracking projects toward measurable outcomes.
• Track record of driving large implementations and persevering through difficult problems.
• Ability to build repeatable, scalable, deterministic AI-driven workflows as reusable components for internal teams and customers across tools and platforms.
• Ability to build trusted relationships with and influence technical decision-makers and users at all levels, and to translate complex technical concepts into business objectives.
• Curiosity, analytical skills, strong Excel and presentation skills, and attention to detail.
• Bachelor’s degree or equivalent work experience.
• Willingness to meet clients in person and travel an average of once per month.

Nice To Haves

• Experience migrating clients from legacy fund accounting, CRM, or investor portal platforms.
• Familiarity with private equity, venture capital, real estate, or private credit fund structures.
• Reusable AI work, such as prompt libraries, templates, or process guides.
• Based in the Pacific Time Zone, specifically the San Francisco Bay Area.

Responsibilities

• Understand each client’s business goals and use cases, and map them to workflows and features that drive user satisfaction.
• Lead integration and technical discovery for clients.
• Own configuration, setup, and training for assigned initiatives from kickoff through adoption.
• Proactively drive work forward, including large implementations and new feature updates.
• Identify opportunities to optimize client workflows and integrations and drive adoption of new features.
• Build relationships with client stakeholders at all levels, from business users to engineers and senior technology executives.
• Partner with the Institutional Customer Success Manager on account strategy and client health.
• Act as the technical escalation point for accounts and own plans to resolve issues.
• Influence the product roadmap and align internal priorities with client needs.
• Use AI in daily work, identify AI and integration opportunities in client workflows, and share effective approaches with the team.

Benefits

• Health, dental, and vision care for employees and their families.
• Life insurance.
• Mental wellness coverage.
• Fertility and growing family support.
• Flex Time Off in addition to company-paid holidays.
• Paid family leave, medical leave, and bereavement leave policies.
• Retirement saving plans.
• Allowance to customize work and technology setup at home.
• Annual professional development stipend.
• Compensation includes a base salary, bonus, and equity.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior