Senior Data & AI Onboarding Manager

Juniper Square; Dallas (TX); On-site; USD 108,000 - 135,000; Full time

Benefits offered by this job

Health care

Dental and vision

Life insurance

Mental wellness coverage

Flexible Time Off

Family leave and bereavement

Retirement saving plans

Home office stipend

Professional development stipend

Job summary

Juniper Square in the United States seeks a Senior Product Onboarding Manager to lead the end‑to‑end onboarding of our most strategic clients, transforming investment data for the platform. You will guide data migration, mapping, and optimization, interpret complex investment agreements, and mentor team members to ensure long‑term success and scalable processes.

Collaborating with Product, Engineering, Sales, and Customer Success, you’ll build AI‑enabled workflows and reusable playbooks that

Qualifications

• 5+ years in roles handling complex financial data.
• Bachelor’s degree or equivalent work experience.
• Experience designing AI workflows across tools or data sources.

Responsibilities

• Lead onboarding projects for strategic clients on the Juniper Square platform.
• Transform and map investment data to enable platform adoption.
• Mentor onboarding staff and drive process improvements.
• Collaborate with Product, Engineering, Sales and Customer Success.

Skills

5+ years experience in finance/data

Excel/Sheets

AI workflows

Project management

Communication

Education

Bachelor’s degree or equivalent

Tools

SQL

Python

R

Job description

Juniper Square in the United States seeks a Senior Product Onboarding Manager to lead the end‑to‑end onboarding of our most strategic clients, transforming investment data for the platform. You will guide data migration, mapping, and optimization, interpret complex investment agreements, and mentor team members to ensure long‑term success and scalable processes.

Collaborating with Product, Engineering, Sales, and Customer Success, you’ll build AI‑enabled workflows and reusable playbooks that