Remote Fund Administration Relationship Manager

Precision Labs; San Francisco, New York (CA, NY); Hybrid; USD 170,000 - 190,000; Full time

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, medical leave, and

Retirement saving plans

Home office setup allowance

Annual professional development

Job summary

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.

Responsibilities

• 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.

Skills

Relationship management

Fund administration

Client advocacy

Strategic thinking

Cross-functional collaboration

Revenue growth

Education

Bachelor’s degree

Tools

Salesforce

Job description

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.