Senior Institutional Success Architect

Overview

Senior Institutional Success Architect role embedded with a small number of Juniper Square's largest and most strategic accounts, owning their long-term technical success as the product expert and advocate for those clients.

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 the 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 the 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 clients need.
• Use AI in daily work, spot AI and integration opportunities in client workflows, and share what works with the team.

What you'll need

• 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.

Nice to have

• 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.

Details

• Location: Americas (USA or Canada); remote option available.
• Travel to clients in person an average of once per month.
• U.S. base salary range: $140,000 to $175,000 USD in New York and San Francisco; $126,000 to $157,000 USD for all other U.S. locations.