Senior Institutional Success Architect

Juniper Square; United States; Hybrid; USD 126,000 - 175,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

Life insurance

Mental wellness support

Flexible time off (FTO)

Job summary

Juniper Square is seeking a Senior Institutional Success Architect (ISA) to be embedded with key enterprise accounts, owning their long-term technical success and advocating for clients inside the company.

You will map client goals to Juniper Square products, lead integrations, configure and train, and drive adoption while shaping the product roadmap with feedback.

This role requires 7–10 years in investment-management tech, strong API/database skills, and willingness to travel roughly monthly.

Qualifications

• 7–10 years of experience with large enterprise investment-management clients.
• Strong technical foundation across APIs, databases, and system architecture.
• Experience scoping and delivering system integrations and data mapping.
• Consulting-style experience managing multiple client projects with measurable outcomes.
• Ability to translate complex technical concepts into business objectives.

Responsibilities

• Understand each client's business goals and map them to the workflows and features that drive user satisfaction.
• Lead integration and technical discovery for your clients.
• Own configuration, setup, and training for the initiatives you are embedded on, from kickoff through adoption.
• Drive work forward proactively and with a sense of ownership, from large implementations to new feature updates.
• Proactively identify opportunities to optimize client workflows and integrations and drive adoption of our newest features.
• Build relationships with client stakeholders at every level, from power users on business teams to engineers and senior technology executives.
• Partner closely with your Institutional Customer Success Manager on account strategy and client health.
• Act as the technical escalation point for your accounts, owning the plan to resolve issues.
• Influence the product roadmap and align internal priorities to what your clients need.
• Use AI in your daily work, spot AI and integration opportunities in client workflows, and share what works with the team.

Skills

APIs

Databases

System architecture

Data mapping

Client management

AI workflows

Excel

Presentation skills

Education

Bachelor's degree or equivalent work experience

Tools

None

Job description

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 Senior Institutional Success Architect (ISA) at Juniper Square, you will be permanently embedded with a small number of our largest and most strategic accounts, owning their long-term technical success. This is a strategic, high-impact technical account management role.

You will be the product expert and advocate for your clients: deeply understanding their use cases and business goals, mapping them to Juniper Square products, features, and functions from implementation through the life of the relationship, and staying current on everything we ship. You will be the technical voice of your clients inside Juniper Square, using real-world feedback and impact to influence product direction.

You will work in partnership with your Institutional Customer Success Manager, Institutional Data Architects, and teams and leaders across the company to design and carry out the technical strategies that help your clients reach their goals. Your north star is making our clients and their users raving fans, with high product adoption.

What you’ll do

• Understand each client's business goals and use cases, and map them to the workflows and features that drive user satisfaction.
• Lead integration and technical discovery for your clients.
• Own configuration, setup, and training for the initiatives you are embedded on, from kickoff through adoption.
• Drive work forward proactively and with a sense of ownership, from large implementations to new feature updates.
• Proactively identify opportunities to optimize client workflows and integrations and drive adoption of our newest features.
• Build relationships with client stakeholders at every level, from power users on business teams to engineers and senior technology executives.
• Partner closely with your Institutional Customer Success Manager on account strategy and client health.
• Act as the technical escalation point for your accounts, owning the plan to resolve issues.
• Influence the product roadmap and align internal priorities to what your clients need.
• Use AI in your daily work, spot AI and integration opportunities in client workflows, and share what works with the team.

Qualifications

• 7 to 10 years of relevant experience, including with large enterprise clients in the investment management industry.
• A strong technical foundation across APIs, databases, and system architecture, with hands-on experience scoping and delivering system integrations and data mapping.
• Consulting-style experience managing multiple client projects at once, staying organized and focused while tracking each toward measurable outcomes.
• A track record of driving large implementations and persevering through hard problems.
• Build repeatable, scalable, and deterministic AI-driven workflows, packaged as reusable components that internal teams and customers can adopt across tools and platforms.
• Demonstrated ability to build trusted relationships with, and influence, technical decision-makers and users at all levels, and to translate complex technical concepts into business objectives.
• Curious and analytical, with strong Excel skills, presentation skills, and attention to detail.
• Bachelor's degree or equivalent work experience.
• Willingness to meet with clients in person and travel an average of once per month.

Preferred

• Experience migrating clients from legacy fund accounting, CRM, or investor portal platforms.
• Familiarity with private equity, venture capital, real estate, or private credit fund structures.
• Reusable AI work, such as prompt libraries, templates, or process guides.
• Based in the Pacific Time Zone, specifically the San Francisco Bay Area.

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 $140,000 to $175,000 USD in New York and San Francisco, and $126,000 to $157,000 USD for all other U.S. locations. Actual base salaries will be based on candidate-specific factors, including experience, skillset, location, and local minimum pay requirements as applicable.

Benefits include:

• Health, dental, and vision care for you and your family
• Life insurance
• Mental wellness coverage
• Fertility and growing family support
• Flex Time Off in addition to company-paid holidays
• Paid family leave, medical leave, and bereavement leave policies
• Retirement saving plans
• Allowance to customize your work and technology setup at home
• Annual professional development stipend

Your recruiter can provide additional details about compensation and benefits.

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