Remote Technical Consultant — AI-Driven Investment Platform

Coinscapture; San Francisco (CA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health, dental, vision care

Life insurance

Mental wellness coverage

Fertility and family support

Flex Time

Paid family leave

Professional development stipend

Job summary

Juniper Square seeks a Technical Consultant to drive high-impact client implementations of our investment management platform. You will advise clients, design tailored solutions, and enable adoption across their organization. The role emphasizes AI-enabled efficiency, training, and cross-functional collaboration.

You will work remotely with national travel up to 10%, interfacing with executives and technical teams to optimize outcomes and user experience.

Qualifications

• Bachelor's degree or equivalent professional experience.
• Proven client-facing experience with executives or senior stakeholders.
• Strong analytical and communication skills (written and verbal).

Responsibilities

• Partner with clients to define strategic goals and success metrics.
• Lead the design, delivery, and adoption of technical solutions.
• Develop and deliver client-focused trainings and enablement material.
• Collaborate with cross-functional teams to resolve complex issues.

Skills

Executive communication

Client consulting

AI tools

API integrations

Independent work

Education

Bachelor's degree

Tools

APIs

Job description

Juniper Square seeks a Technical Consultant to drive high-impact client implementations of our investment management platform. You will advise clients, design tailored solutions, and enable adoption across their organization. The role emphasizes AI-enabled efficiency, training, and cross-functional collaboration.

You will work remotely with national travel up to 10%, interfacing with executives and technical teams to optimize outcomes and user experience.