Remote Lead Product Onboarding & Data Transformation

Juniper Square; Raleigh (NC); On-site; USD 124,000 - 155,000; Full time

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

R

Excel

Job description

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.