Senior Director, Process and Controls

About Juniper Square

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you. 

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 most US states, 2 Canadian Provinces and Mexico. We have physical offices in San Francisco, CA and Austin, TX, for US employees who prefer to work in an office some or all of the time.

About your role

Juniper Square is looking for someone to help build our processes and controls across our Investor Services teams. In this role you will own the critical strategic decisions that will drive revenue growth across the business as it relates to our Services Strategy. In addition, you will collaborate with team members across the Client Experience (CX) teams, Marketing, Product and Sales to identify how we can grow our administration business while maintaining a best-in-class experience for our customers and prospects. This is an exciting opportunity to fill a brand new role at the company, and one that will drive a major impact for both Juniper Square and our customers. 

What you’ll do

• Lead and manage the design of new processes and controls as it relates to our services delivery strategy across all of CX as well as cross functional requirements with Product, Marketing, Finance and Engineering
• Own the implementation of Investran 
• Scope new processes to drive efficiencies, including:
• Determining what is included / excluded in each new services offering, both initially and how this should evolve over time
• Understanding what additional capabilities we need to develop, across both software and services, to effectively deliver each service
• Design the operational delivery of services to customers, including:
• Defining roles and responsibilities across the CX teams
• Defining staffing models across the CX teams

Qualifications

• Deep understanding of the Financial Services industry
• Experience in implementing cross functional service structures in a SaaS environment
• Prior experience with Investran
• Deep understanding of Juniper Square’s customers and their challenges
• Experience working with Enterprise and Institutional customers and understanding their service needs
• Commercial mindset, including an ability to identify expansion opportunities for Juniper Square and evaluate the benefits, costs and risks associated with pursuing those opportunities
• Comfort with ambiguity, including an ability to deliver quickly with limited resources or information
• Bachelor degree or equivalent work experience required
• Minimum of 10 years of relevant experience
• Effective analysis, interpersonal, written and oral communication skills
• Must be able to communicate with others in a concise, prescriptive, persuasive and professional manner
• Experience working with external clients
• Demonstrates the ability to work under pressure
• Must be creative and work well as a member of a team to drive decision making
• Ability to perform independently with minimal supervision
• Systems experience with Asana, Office, G-Suite, Jira, Confluence, Zendesk a plus

At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications.

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 $200,000 - $240,000. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable. We are actively hiring for this role in Canada, and offer competitive local pay and benefits. Your recruiter can provide further details.

Benefits include:

• Health, dental, and vision ca