Manager, Fund Administation (Onboarding)

Juniper Square; Oregon; Hybrid; USD 130,000 - 140,000; Full time

Benefits offered by this job

Health, dental, and vision care foryou

Life insurance

Mental wellness coverage

Fertility and growing family support

Unlimited vacation and holidays

Paid family leave, medical leave, and

Retirement saving plans

Allowance to customize work setup at h

Annual professional development

Job summary

Juniper Square is seeking a Senior Onboarding Manager to lead onboarding of new fund administration customers, coordinating with product, engineering, and client teams to deliver a smooth implementation.

You will oversee data migration, review offering documents, configure client workspaces, and ensure quality before handoff to ongoing service teams, while acting as a technical accounting expert.

Qualifications

• 7+ years of fund accounting experience in private equity, venture capital, and/or real estate funds.
• 3+ years of people management experience (hiring, building teams, performance management)
• Proven experience with customer onboarding, data migration, or implementations in a fund administration or fintech environment.
• Bachelor's degree in Accounting or a related field.
• Proven ability to independently identify, analyze, and resolve complex problems with minimal supervision.
• Experience with fund-level accounting and reporting, including complex fund structures and consolidations.

Responsibilities

• Lead and manage the onboarding of new fund administration customers with cross-functional teams.
• Manage against project plans and onboarding milestones to ensure timely delivery.
• Interface with clients to deliver an outstanding experience during implementation.
• Serve as a technical accounting expert for the team and clients during onboarding.
• Improve onboarding workflows and implement best practices to increase efficiency.
• Review and reconcile customer data and final workspace setup before handoff to ongoing teams.
• Identify product and process improvements based on onboarding feedback.

Skills

Fund accounting

People management

Onboarding experience

Data migration

Financial analysis

Education

Accounting degree

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

This is a great opportunity to join a growing initiative as we continue to evolve and scale Juniper Square's fund administration service, filling a substantial market gap in the fund administration space. The service has had a huge impact across the business as it relates to workflow automation, leveraging technology to deliver up to par customer experience, and enabling GPs to strengthen relationships with LPs.

What you'll do

• Lead and manage the successful onboarding of new fund administration customers, partnering closely with cross functional teams.
• Manage against established project plans and onboarding milestones to ensure timely execution of key deliverables.
• Interface directly with clients to deliver an outstanding client experience throughout the implementation process.
• Serve as a technical accounting expert for both your team and our clients during the onboarding phase.
• Lead efforts in improving onboarding workflows, applying best practices and process efficiencies.
• Oversee the collection and review of customer offering documents (LPAs, etc.) and financial data, reconciling the data received during the onboarding process.
• Reconcile customer data and review the final setup of the completed customer workspace, checking for quality and accuracy of configuration settings before handoff to the ongoing service teams.
• Identify product development opportunities, routing technical and product feedback from onboarding to the product development teams.
• Participate in special projects as needed.

Qualifications

• 7+ years of fund accounting experience in private equity, venture capital, and/or real estate funds required.
• 3+ years of people management experience (hiring, building teams, performance management, coaching, career development)
• Proven experience with customer onboarding, data migration, or implementations in a fund administration or fin-tech environment.
• Bachelor's degree in Accounting or a related field.
• Proven ability to independently identify, analyze, and resolve complex problems with minimal supervision.
• Comfortable with ambiguity within a hyper-growth, startup environment.
• Experience with fund-level accounting and reporting, including complex fund structures and consolidations.
• Advanced understanding of complex accounting transactions, private equity investment structures, and reporting requirements for private equity funds.
• Passion for technology and a desire to use technology to improve business operations.
• Experience scoping out system requirements and implementing new systems.

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 $130,000-$140,000 USD. The Canadian base salary for this role is $140,000-150,000 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:

• Health, dental, and vision care for you and your family
• Life insurance
• Mental wellness coverage
• Fertility and growing family support
• Unlimited vacation in addition to company paid holidays
• Paid family leave, medical leave, and bereavement leave policies
• Retirement saving plans
• Allowance to customize your work and technology setup at home
• Annual professional development stipend

At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company.