Senior Sales Associate, Expansion

Juniper Square

29d•$80,000 - $92,000•Remote

About The Position

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you. Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time. We’re looking for a Senior Sales Associate to focus on expansion, playing a critical role in driving growth within Juniper Square’s existing customer base. In this role, you are responsible for identifying, developing, and qualifying new Fund Administration (FA) opportunities among current software customers. You will serve as the connective thread between Customer Success, Sales, and Marketing—leveraging relationships, data, and insight to uncover expansion potential, generate qualified pipeline, and accelerate customer adoption of Fund Administration services. The application deadline for this role is February 20, 2026.

Requirements

3–5 years of experience in customer-facing roles within B2B SaaS, investment management, or fintech
Proven ability to identify and qualify expansion opportunities within an existing customer portfolio, including upsell/cross-sell motions and pipeline generation
Experience conducting strategic outbound outreach (email, phone, LinkedIn) to engage current customers and uncover new growth use cases
Demonstrated success collaborating cross-functionally with Customer Success Managers, Account Executives, and Marketing to drive coordinated account engagement
Comfortable participating in QBRs, customer touchpoints, and business reviews to identify expansion triggers and position additional solutions
Highly organized with strong CRM discipline in Salesforce, experience with Outreach or Gong is a plus
Results-driven and motivated by achieving quarterly pipeline and opportunity creation goals
Interest in growing into a broader account growth or full-cycle sales role within a high-performing GTM organization

Responsibilities

Source New Opportunities: Proactively identify and engage Fund Administration expansion opportunities through strategic outbound outreach across an assigned portfolio of existing Juniper Square customers.
Partner Cross-Functionally: Collaborate closely with Customer Success Managers (CSMs) to review account portfolios, analyze customer health and activity, and identify expansion triggers. Work together to develop tailored engagement and outreach strategies.
Customer Engagement: Participate in customer business reviews, QBRs, and ongoing touchpoints to uncover operational gaps, evolving business needs, and opportunities to position Juniper Square’s Fund Administration solutions.
Pipeline Development & Handoff: Act as the bridge between CSMs and Account Executives (AEs)—qualifying expansion opportunities and executing a seamless handoff for sales follow-up and deal execution.
Campaign Collaboration: Partner with Marketing and Sales leadership to drive awareness and engagement through events, webinars, and industry conferences. Contribute to campaign planning and follow-up to build and accelerate FA pipeline.
Data Management & Reporting: Maintain disciplined and accurate tracking of all outreach, account signals, and opportunity progress within Juniper Square’s CRM and reporting systems.
Performance & Accountability: Consistently achieve or exceed quarterly pipeline creation goals for Fund Administration, demonstrating strong execution, collaboration, and strategic account engagement.