Senior Revenue Operations Manager, Fund Administration

The role

You will serve as the dedicated Revenue Operations partner for the Fund Administration business. You will own systems, processes, and reporting to align Fund Administration, Sales, Customer Success, and Finance.

What you will do

• Serve as the primary Revenue Operations partner for the Fund Administration business
• Own the health and integrity of the Salesforce instance
• Own and optimize the end-to-end renewal workflow process
• Manage the forecasting process for Fund Administration and broader RevOps
• Design, document, and continuously improve revenue processes
• Build and maintain dashboards and reporting
• Establish and enforce clear rules of engagement for Fund Administration
• Partner cross-functionally to align on shared metrics and operating rhythms
• Use AI tools to orchestrate multi-step workflows
• Identify and prioritize opportunities for process automation and tooling improvements

Required qualifications

• 7+ years of experience in Revenue Operations, Sales Operations, or a related GTM/Business Operations role
• Experience in fintech, SaaS, or a complex B2B enterprise sales motion
• Experience supporting Fund Administration, private markets, or another complex, services-driven revenue motion
• Hands-on Salesforce administration experience
• Experience owning end-to-end renewal and/or expansion workflows
• Experience managing forecasting, pipeline reporting, and recurring GTM operating cadences
• Strong analytical skills, with proficiency in data and reporting tools (e.g., Salesforce reporting, Tableau, Looker, or advanced Google Sheets/Excel)
• Proven ability to translate ambiguous business problems into clear processes, systems, and recommendations
• Strong stakeholder management and communication skills
• AI fluency: use AI tools like Claude to orchestrate multi-step workflows across two or more tools

Nice to have

• Experience with GTM tooling such as Gong, Outreach, Apollo, or Clay
• Experience building lightweight automations or integrations (e.g., Zapier, no-code tools, or basic scripting)
• Bachelor’s degree in business, finance, economics, or a related field

Benefits

• 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

About the company

Juniper Square is an Operations Partner for private markets, unifying technology, data, and fund administration services into a single platform. The company is founder-led and employs over 1,000 people.