Technical Consultant

The role

You will design, develop, and deliver tailored solutions to address client business challenges. You will act as a trusted advisor to drive successful implementations and foster long-term customer relationships using the investment management platform.

What you will do

• Partner with clients to understand strategic goals and craft customized adoption plans
• Lead the design and implementation of solutions
• Develop and deliver training programs for diverse user groups
• Serve as a subject matter expert on product functionality and industry best practices
• Partner with Project Management, Customer Success, Service and Support, and Product Development teams
• Develop and implement standard operating procedures
• Create and maintain documentation on product and procedural best practices
• Use AI tools to accelerate recurring work, qualify client use-cases, manage client book, and prepare documentation

Required qualifications

• Minimum of 2 years of experience working with clients within the investment management industry
• Proven ability to lead client-facing meetings and presentations, including executive-level audiences
• Exceptional analytical, interpersonal, and communication skills (written and verbal)
• Strong problem-solving abilities and a proactive approach to identifying and implementing process improvements
• Demonstrated ability to use AI tools (e.g., Claude, ChatGPT) productively for day-to-day work
• Ability to work independently with minimal supervision and thrive in a collaborative team environment
• Willingness to travel nationally up to 10% as needed
• Bachelor’s degree or equivalent professional experience

Nice to have

• Technical experience in working with API implementations
• Previous consulting experience helping customers achieve outcomes in a technical manner

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 that unifies technology, data, and fund administration services into a single platform. The company is founder-led and employs over 1,000 people.