Senior Technical Consultant

Juniper Square

6d•$115,000 - $140,000•Remote

About The Position

As a Senior Technical Consultant at Juniper Square, you will be responsible for designing, developing and delivering solutions to our 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 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 5 years relevant experience, including experience working with large, strategic enterprise customers in the investment management industry
Analytical mindset with in-depth Excel skills
Effective analysis, interpersonal, written and oral communication skills.
Must be able to communicate with others in a concise, prescriptive, 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
Ability to travel nationally up to 10% of the time to meet with customers or team members as needed
Previous consulting-like experience helping customers achieve outcomes in a technical manner

Responsibilities

Develop and implement standard operating procedures for how the Technical Consulting Team interacts with internal and external stakeholders.
Strategize and consult with customers to understand their motivations, business drivers, strategic goals, and desired business outcomes
Design an appropriate adoption plan and execute in a timely fashion
Identify and overcome potential constraints, create positive outcomes and increase customer feature adoption and engagement
Structure and lead specific training for customers involving many users with varying skill sets and responsibilities
Break down complex and technical concepts for a wide audience of different stakeholders with a varying degree of technical expertise
Serve as a technical expert and maintain a deep understanding of customer behaviors, product functionality, and industry best practices
Partner with team members across Project Management, Customer Success, Service and Support to troubleshoot complex issues and drive successful outcomes for our customers
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.