Relationship Manager, Fund Administration

Precision Labs

San Francisco, New York (CA, NY)

Hybride

USD 170 000 - 190 000

Plein temps

14 jours+

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Avantages offerts par ce poste

Health, dental, and vision care

Life insurance

Mental wellness coverage

Fertility and growing family support

Flex Time Off

Paid family leave, medical leave, and

Retirement saving plans

Home office setup allowance

Annual professional development

Résumé du poste

Juniper Square is seeking a Fund Administration Relationship Manager to serve as a strategic partner to clients, strengthening relationships while driving revenue growth and ensuring high-quality service across fund administration engagements.

You will be embedded within the Fund Administration organization, providing continuity, leadership, and alignment across cross-functional teams to deliver client-centric outcomes.

Qualifications

12+ years of fund administration experience within private equity, commercial real estate or venture capital with a focus on client advocacy, networking and expansion.
Bachelor’s degree required, with a degree in Accounting, Economics, Finance, Business Administration, or related discipline.
Proven ability to identify growth and expansion opportunities.
Comfortable with ambiguity within a hyper-growth, startup environment.
Passion for technology and a desire to use technology to streamline business operations and improve user experience.
Strategic thinker with the ability to master both the details and the big picture.
Excellent client service, verbal and written communication skills.

Responsabilités

Maintain ongoing, senior-level relationships with clients to ensure trust, satisfaction, and alignment with their goals.
Act as the primary client advocate within Juniper Square, surfacing feedback and ensuring timely resolution of issues.
Serve as a stabilizing force and strategic sounding board for clients navigating transitions or challenges.
Identify upsell opportunities across services, fund vehicles, and legal entities post-implementation.
Partner with Sales on long-term revenue expansion initiatives and contribute to proposal development.
Track, report, and influence new fund opportunities and incremental revenue opportunities.
Facilitate regular communication between clients and internal stakeholders, ensuring unified messaging and smooth execution.
Collaborate with Product, Sales, CX, and Delivery teams to represent the client perspective and drive roadmap alignment.
Lead quarterly and annual business reviews to share performance metrics and strategic updates.
Lead execution of the Client Monitoring Program (CMP) for assigned accounts, ensuring feedback is captured and addressed.
Drive structured health assessments through quarterly check-ins and in-person meetings for high-revenue clients.
Ensure documentation of all meetings, service scores, and business review outcomes in Salesforce.
Support Fund Accounting team leads during client transitions or coverage gaps.
Provide guidance to delivery teams, ensuring service excellence and consistent client experience.
Collaborate with FA Enablement on training programs and tools to build strong relationship management capabilities.
Own client escalations and coordinate root cause analyses and remediation plans.
Communicate timelines, accountability, and outcomes to clients and internal teams.
Reinforce trust and transparency during challenging situations.
Stay current on industry trends, client business objectives, and fund administration best practices.
Represent Juniper Square at client events or conferences when applicable.
Support brand reputation and thought leadership in the Private Markets ecosystem.

Connaissances

Relationship management

Fund administration

Client advocacy

Strategic thinking

Cross-functional collaboration

Revenue growth

Formation

Bachelor’s degree

Outils

Salesforce

Description du poste

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 Fund Administration Relationship Manager, you will serve as a strategic partner to our clients, focused on strengthening relationships, driving revenue growth, and supporting high-quality service delivery across our fund administration engagements. You will be embedded within the Fund Administration organization, providing continuity, leadership, and alignment across cross-functional teams.

What you’ll do

Relationship Ownership & Client Advocacy

Maintain ongoing, senior-level relationships with clients to ensure trust, satisfaction, and alignment with their goals
Act as the primary client advocate within Juniper Square, surfacing feedback and ensuring timely resolution of issues
Serve as a stabilizing force and strategic sounding board for clients navigating transitions or challenges

Strategic Growth & Revenue Expansion

Identify upsell opportunities across services, fund vehicles, and legal entities post-implementation
Partner with Sales on long-term revenue expansion initiatives and contribute to proposal development
Track, report, and influence new fund opportunities and incremental revenue opportunities

Communication & Cross-Functional Alignment

Facilitate regular communication between clients and internal stakeholders, ensuring unified messaging and smooth execution
Collaborate with Product, Sales, CX, and Delivery teams to represent the client perspective and drive roadmap alignment
Lead quarterly and annual business reviews to share performance metrics and strategic updates

Oversight of Key Client Programs

Lead execution of the Client Monitoring Program (CMP) for assigned accounts, ensuring feedback is captured and addressed
Drive structured health assessments through quarterly check-ins and in-person meetings for high-revenue clients
Ensure documentation of all meetings, service scores, and business review outcomes in Salesforce

Internal Enablement & Partnership

Support Fund Accounting team leads during client transitions or coverage gaps
Provide guidance to delivery teams, ensuring service excellence and consistent client experience
Collaborate with FA Enablement on training programs and tools to build strong relationship management capabilities

Escalation & Remediation Leadership

Own client escalations and coordinate root cause analyses and remediation plans
Communicate timelines, accountability, and outcomes to clients and internal teams
Reinforce trust and transparency during challenging situations

Client-Centric Thought Leadership

Stay current on industry trends, client business objectives, and fund administration best practices
Represent Juniper Square at client events or conferences when applicable
Support brand reputation and thought leadership in the Private Markets ecosystem

Qualifications

12+ years of fund administration experience within private equity, commercial real estate or venture capital with a focus on client advocacy, networking and expansion
Bachelor’s degree required, with a degree in Accounting, Economics, Finance, Business Administration, or related discipline
Proven ability to identify growth and expansion opportunities
Comfortable with ambiguity within a hyper-growth, startup environment
Passion for technology and a desire to use technology to streamline business operations and improve user experience
Strategic thinker with the ability to master both the details and the big picture
Excellent client service, verbal and written communication skills

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 $170,000 - $190,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.

Benefits include: