Mid-Market CSM: AI-Powered Onboarding & Renewals

Juniper Square; Chicago (IL); On-site; USD 86,000 - 105,000; Full time

Benefits offered by this job

Health, dental & vision

Life insurance

Mental wellness coverage

Fertility and family support

Flex time off

Company-paid holidays

Paid family leave & medical leave

Retirement savings plans

Home-office setup allowance

Annual professional development}.

Job summary

Juniper Square is seeking a Customer Success Manager to onboard and support a portfolio of 60-75 existing accounts, driving product adoption and renewals.

You will act as a product and industry expert, advocate for customers, collaborate with product and engineering to deliver new features, and apply AI to improve efficiency, speed, and readiness. This role rewards proactive problem solving and a willingness to adapt in a fast-growing private markets ecosystem.

Qualifications

• 5+ years of professional experience, including 3+ years in a customer success management role.
• Strong written and verbal communication skills.
• Experience leading client-facing meetings with senior executives.
• Passion for driving customer success with a product or service.
• Excellent prioritization skills and time/resource management.
• Ability to learn advanced technical subject matter quickly.
• Proven use of AI to improve CSM deliverables.
• Ability to thrive in a changing environment.
• Bachelor’s degree or equivalent professional experience.

Responsibilities

• Manage a portfolio of 60-75 existing customer accounts.
• Onboard and adopt the product while overseeing renewals.
• Analyze customer metrics to gauge product adoption and satisfaction.
• Develop deep knowledge of customers, product, and industry.
• Collaborate with product and engineering to build new features reflecting customer needs.
• Use AI tools to enhance CSM workflows.
• Share insights on applying AI across the portfolio.

Skills

Communication

Executive meetings

Prioritization

AI in CSM

Adaptability

Fast learner

Time management

Education

Bachelor's degree or equivalent

Job description

Juniper Square is seeking a Customer Success Manager to onboard and support a portfolio of 60-75 existing accounts, driving product adoption and renewals.

You will act as a product and industry expert, advocate for customers, collaborate with product and engineering to deliver new features, and apply AI to improve efficiency, speed, and readiness. This role rewards proactive problem solving and a willingness to adapt in a fast-growing private markets ecosystem.