Customer Success Manager, Scaled Mid-Market

Tech Ladies®

Denver (CO)

On-site

USD 86,000 - 95,000

Full time

3 days ago

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Benefits offered by this job

Health, dental, and vision care

Life insurance

Mental wellness coverage

Fertility and growing family support

Flex Time Off

Paid family leave

Retirement savings plans

Home setup allowance

Annual professional development

Job summary

Juniper Square is seeking a Customer Success Manager, Scaled Mid-Market in Denver. You will manage a large portfolio, drive retention, and deliver value by aligning customer data with product adoption. The role emphasizes AI-assisted workflows and cross-functional collaboration.

You will own renewal conversations, monitor health, and work across teams to seize expansion opportunities while advancing customer-centric improvements in a fast-growing environment.

Qualifications

3 years of professional experience in customer success or account management (SaaS preferred).
Strong written and verbal communication; ability to explain complex information clearly.
Experience handling high-volume customers with time management and prioritization.
Ability to analyze customer data and derive actionable insights.
Familiar with customer enablement using data/tech; Salesforce, Outreach, Looker preferred.
Proactive in using AI across CSM deliverables with real, contextual examples.
Bachelor’s degree or equivalent professional experience.

Responsibilities

Manage a portfolio of 220+ client accounts, guiding them through the customer journey after onboarding.
Own customer health and success by developing strategies to increase value and retention.
Build trust-based relationships and drive product adoption and satisfaction via scalable engagement.
Identify opportunities for retention and expansion within your book of accounts.
Monitor health and usage trends to spot risks and growth opportunities.
Support renewals and mid-contract escalations, collaborating across teams for expansion.
Be the voice of the customer and advocate for improvements.
Develop deep knowledge of the customer, product, and industry.
Use AI tools (e.g., Claude) in core CS workflows to boost readiness.
Share AI learnings with the team to benefit others.

Skills

Customer Success

Account Management

SaaS

Data Analysis

Salesforce

Outreach

Looker

AI in CS

Education

Bachelor’s degree

Tools

Salesforce

Outreach

Looker

Job description

Customer Success Manager, Scaled Mid-Market

Location: Denver

Experience level: Manager

Job type: Full-time

Job Description

Juniper Square is trusted as the fund 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. Our unified platform centralizes data and connects LPs and GPs across every workflow—including fundraising, investor onboarding, compliance, treasury, reporting, and more. Today, more than 40,000 funds, 700,000 LP accounts, and $1 trillion in LP capital are managed through Juniper Square.

Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!

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.

About Your Role

Manage a portfolio of 220+ client accounts, leading them through the customer journey following onboarding
Own the success and health of your assigned clients by developing and deploying strategies aimed to increase customer value and optimize retention
Build strong, trust-based relationships while leveraging digital and scaled engagement to drive product adoption and customer satisfaction
Identify and drive opportunities for retention and expansion within your book of accounts
Proactively monitor customer health and usage trends to identify risks and opportunities for growth
Support and own renewal conversations and mid-contract escalations, while collaborating cross-functionally to identify and drive expansion opportunities
Act as the voice of the customer internally, advocating for customer needs and influencing product and process improvements
Develop advanced knowledge of the customer, product, and industry
Use AI tools (e.g., Claude) as part of your core CSM workflow so you arrive sharper, faster, and more customer-ready.
Look for ways to apply AI across your book and your own workflow, and share what works so the wider team benefits.

Qualifications

3 years of professional experience with at least 2 years of experience in a customer success or account management role, preferably in a SaaS environment
Strong written and verbal communication skills, with the ability to convey complex information in a clear and understandable manner
Experience interacting with a high volume of customers, with demonstrated skills in time management and prioritization
Ability to analyze customer data and performance metrics to derive actionable insights
Experience using data and technology to drive customer enablement, with preferred experience in Salesforce, Outreach, and Looker
Demonstrated experience learning advanced knowledge on technical subject matters and curiosity to grow in knowledge
Consistent, thoughtful use of AI across your core CSM deliverables, including the instinct to set it up with good context and a real example of where it improved quality, speed, or customer readiness.
Passion for contributing to the customer's success with a product or service
Motivated by change and comfort with an evolving work environment
Bachelor's degree or equivalent years of professional experience

Compensation

Compensation for this position includes a base salary, bonus, equity, and a variety of benefits. The U.S. base salary range for this role is $86,000 - $95,000 USD and the Canadian base salary range is $77,000 to $85,000 CAD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.

Benefits Include