Senior Onboarding Lead - AI-Powered Data Migrations

Juniper Square; Seattle (WA); On-site; USD 108,000 - 135,000; Full time

Benefits offered by this job

Health, dental, and vision care foryou

Life insurance

Mental wellness coverage

Fertility and growing family support

Flex Time Off and holidays

Job summary

Juniper Square is seeking a Senior Product Onboarding Manager to lead the end-to-end onboarding for our most strategic and complex customers, with a focus on transforming investment data for our platform.

You’ll guide data migration, mapping, and optimization across private equity, venture capital, commercial real estate, private credit, and other investments, ensuring long-term success and scalable outcomes.

Qualifications

• 5+ years of experience in fields leveraging complex financial data (investment banking, management consulting, private markets operations, or related areas).
• Bachelor’s degree or equivalent work experience.
• Proven success managing large‑scale, multi‑stakeholder projects in a fast‑paced, client‑facing environment.
• Experience designing and deploying AI workflows spanning multiple tools or data sources with measurable outcomes.
• Strong expertise in Microsoft Excel or Google Sheets, with experience managing and manipulating complex datasets.
• Exceptional problem‑solving skills and attention to detail.
• 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 mentoring or leading others, formally or informally, preferred.

Responsibilities

• Lead customer calls, manage timelines, and coordinate work across internal teams to ensure smooth onboarding delivery.
• Review, analyze, interpret, and transform complex financial datasets for import into the Juniper Square platform.
• Advise enterprise customers on optimal data structures, considering both immediate onboarding needs and long-term platform performance.
• Serve as the escalation point for complex or high‑risk onboarding challenges.
• Own and drive process improvements, tool enhancements, and documentation updates to improve scalability and efficiency.
• Mentor and coach other onboarding team members, sharing expertise and best practices.
• Collaborate closely with Project Management, Product, Engineering, Sales, 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.
• Configure AI workflows that other team members can reuse, extending your impact past your own account load.

Skills

Complex financial data

Communication

Executive influence

Problem solving

Mentoring

Ambiguity tolerance

Education

Bachelor’s degree or equivalent

Tools

Excel

Google Sheets

SQL

Python

R

Job description

Juniper Square is seeking a Senior Product Onboarding Manager to lead the end-to-end onboarding for our most strategic and complex customers, with a focus on transforming investment data for our platform.

You’ll guide data migration, mapping, and optimization across private equity, venture capital, commercial real estate, private credit, and other investments, ensuring long-term success and scalable outcomes.