Lead Product Onboarding Manager

Juniper Square

Raleigh (NC)

On-site

USD 124,000 - 155,000

Full time

14 days+

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Benefits offered by this job

Health benefits

Life insurance

Mental wellness

Family leave

Flex time off

Retirement plan

Home setup stipend

Professional development

Job summary

Juniper Square is seeking a Lead Product Onboarding Manager to own end-to-end onboarding for our largest customers, focusing on transforming investment data for the platform. You will guide data migration, mapping, and optimization, interpreting complex agreements and fund structures across alternative investments.

You will mentor others, drive process innovation, and partner with cross-functional leaders to deliver a seamless customer experience.

Qualifications

8+ years of experience in fields leveraging complex financial data.
Bachelor’s degree or equivalent work experience.
Proven success independently owning executive-level customer relationships and scope negotiations for enterprise or global accounts with complex regulatory or structural requirements.
Experience designing and deploying AI workflows spanning multiple tools or data sources with measurable outcomes.
Track record identifying and resolving data-quality risk at scale, including experience providing secondary quality review of others’ work.
Strong expertise in Microsoft Excel, with experience managing and manipulating complex datasets.
Excellent written and verbal communication, with the ability to explain complex concepts to both technical and non-technical audiences.
Demonstrated ability to influence and guide customer decisions, including at the executive level.
Comfort working in ambiguous, rapidly changing environments.
Experience with scripting languages and data management tools (SQL, Python, R) preferred.
Experience overseeing the work of an internal project team; overseeing technical work delegated to others, providing quality-assurance oversight, and holding members accountable to timeline commitments.

Responsibilities

Independently own communication with senior and executive customer stakeholders, and lead negotiation of scope and timeline changes.
Review, analyze, interpret, and transform complex financial datasets for import into the Juniper Square platform.
Advise our largest and most strategic customers on optimal data structures for both immediate onboarding needs and long-term platform performance.
Serve as the senior escalation point for our most complex or highest-risk onboarding engagements, including direct resolution with customer leadership.
Identify, scope, and lead initiatives that drive systemic change — process automation, tooling improvements, or structural changes to how the team operates — and own a major component of the team’s service model end-to-end.
Delegate work to and coach junior Product Onboarding Managers on advanced prioritization, risk assessment, and quality-review technique.
Build strategic partnerships with cross-functional leaders across Project Management, Product, Engineering, and Customer Success to deliver a cohesive customer experience. Build and maintain AI-supported workflows for recurring onboarding activities (data mapping playbooks, migration status reports, escalation summaries, customer handoff docs) so output is consistent and reusable across accounts.
Build scalable AI workflows that transform processes and automate work across the team, extending your impact past your own customer work.

Skills

Executive communication

Executive relationships

Stakeholder management

Problem solving

Education

Bachelor’s degree or equivalent

Tools

SQL

Python

Excel

Job description

About Juniper Square

Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.

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

As a Lead Product Onboarding Manager at Juniper Square, you will independently own the end-to-end onboarding experience for our largest and most strategic customers, with a particular focus on transforming investment data for our platform. You’ll become a trusted resource for clients, providing expert guidance on data migration, mapping, and optimization, often interpreting complex legal agreements and fund structures across private equity, venture capital, commercial real estate, private credit, and other alternative investments. You’ll not only execute onboarding projects but also drive process and tool innovation, mentor other Product Onboarding Managers, and serve as a go‑to resource for the most challenging data transformation scenarios. Your work will ensure that customers are set up for long‑term success on Juniper Square, with data structured to maximize the platform’s value.

What You’ll Do

Independently own communication with senior and executive customer stakeholders, and lead negotiation of scope and timeline changes.
Review, analyze, interpret, and transform complex financial datasets for import into the Juniper Square platform.
Advise our largest and most strategic customers — including those with decentralized global organizations and complex, unbuilt system integrations — on optimal data structures for both immediate onboarding needs and long‑term platform performance.
Serve as the senior escalation point for our most complex or highest‑risk onboarding engagements, including direct resolution with customer leadership.
Identify, scope, and lead initiatives that drive systemic change — process automation, tooling improvements, or structural changes to how the team operates — and own a major component of the team’s service model end-to-end.
Delegate work to and coach junior Product Onboarding Managers on advanced prioritization, risk assessment, and quality‑review technique.
Build strategic partnerships with cross‑functional leaders across Project Management, Product, Engineering, and Customer Success to deliver a cohesive customer experience. Build and maintain AI‑supported workflows for recurring onboarding activities (data mapping playbooks, migration status reports, escalation summaries, customer handoff docs) so output is consistent and reusable across accounts.
Build scalable AI workflows that transform processes and automate work across the team, extending your impact past your own customer work.

Qualifications

8+ years of experience in fields leveraging complex financial data (investment banking, management consulting, private markets operations, or related areas).
Bachelor’s degree or equivalent work experience.
Proven success independently owning executive‑level customer relationships and scope negotiations for enterprise or global accounts with complex regulatory or structural requirements.
Experience designing and deploying AI workflows spanning multiple tools or data sources with measurable outcomes.
Track record identifying and resolving data‑quality risk at scale, including experience providing secondary quality review of others’ work.
Strong expertise in Microsoft Excel, with experience managing and manipulating complex datasets.
Excellent written and verbal communication, with the ability to explain complex concepts to both technical and non‑technical audiences.
Demonstrated ability to influence and guide customer decisions, including at the executive level.
Comfort working in ambiguous, rapidly changing environments.
Experience with scripting languages and data management tools (SQL, Python, R) preferred.
Experience overseeing the work of an internal project team; overseeing technical work delegated to others, providing quality‑assurance oversight, and holding members accountable to timeline commitments.

Compensation

Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $124,000 - $155,000 USD and the Canadian base salary range for this role is $100,000 - $125,000 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