Senior Project Manager

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 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have a physical office in San Francisco, New York City, and Bangalore for employees who prefer to work in an office some or all of the time.

About your role

Juniper Square is looking for an experienced client-focused Senior Project Manager (PM) to manage new and current clients through onboarding and other project work. The PM will be responsible for planning and executing projects, collaborating with internal partners and building positive relationships with our clients.  A successful PM can synthesize information quickly, articulate solutions clearly, and effectively drive buy-in with internal and external stakeholders to ensure clients receive the best possible experience. The PM should have business and solutions acumen and be an expert at translating and documenting broad goals and objectives into detailed project plans and processes to drive execution. 

This is an exciting opportunity to join a strategic and highly visible team, partnering with both external and internal teams including Sales, Solutions Engineering, Fund Administration, Product Onboarding, Client Success, Technical Consulting and C-suite.  An ideal candidate will be ambitious, organized and detail-oriented. You will need excellent communication skills in order to maintain project momentum with both the client and internal teams.  You are excited to be the face of Juniper Square to new clients, embrace opportunities to learn and are ready to “get creative” when faced with challenges.

What you’ll do

• Independently own successful project delivery for clients by effectively leading internal and external facing project teams and managing schedule, scope, quality, risk and project resources

• Establish and maintain client relationships with key project resources, critical stakeholders and project team members

• Own and facilitate project meetings to communicate project goals, status, ownership, track updates on open items and prepare meeting minutes for distribution

• Manage project risk by escalating as appropriate to peers, management, or leadership.

• Manage multiple work streams concurrently

• Primary point of contact and escalation point for the client and Juniper Square throughout the project life cycle

• Clearly communicate project objectives and expectations across varying levels of the organization, and externally

• Empathetically and creatively work with clients to overcome project blockers and drive stakeholder buy-in for continued forward progress

• Identify and track project milestones and health to ensure phase/critical path deadlines are met

• Become proficient in all aspects of Juniper Square’s project processes and product offerings in order to competently address client questions and concerns

• Ability to solve hard problems by taking a new perspective on existing solutions while utilizing analytical skills to determine the best solution

• Partner with Juniper Square stakeholders and clients to ensure a successful transition to production

• Continue to expand industry knowledge and project management skills to increase effectiveness and improve client experience

Qualifications

• 5+ years of experience in a client-facing role, preferred with enterprise level customers and  within the fund administration space

• Experience working with customers in private markets (real estate, venture capital, private equity), finance, investments/investment banking and/or fund administration space

• Demonstrated leadership ability (management not required)

• Has a history o