Senior Institutional Success Architect

The role

You will be permanently embedded with large strategic accounts to own their long-term technical success. You will act as a product expert and advocate, mapping client business goals to products and influencing product direction.

What you will do

• Understand client business goals and map them to workflows and features
• Lead integration and technical discovery for clients
• Own configuration, setup, and training for initiatives from kickoff through adoption
• Drive work forward proactively from large implementations to new feature updates
• Identify opportunities to optimize client workflows and integrations
• Build relationships with client stakeholders at all levels
• Partner with Institutional Customer Success Manager on account strategy and client health
• Act as the technical escalation point for accounts
• Influence the product roadmap and align internal priorities
• Use AI in daily work and spot AI and integration opportunities in client workflows

Required qualifications

• 7 to 10 years of relevant experience, including with large enterprise clients in the investment management industry
• Strong technical foundation across APIs, databases, and system architecture
• Hands-on experience scoping and delivering system integrations and data mapping
• Consulting-style experience managing multiple client projects at once
• Track record of driving large implementations and persevering through hard problems
• Ability to build repeatable, scalable, and deterministic AI-driven workflows
• Ability to build trusted relationships with and influence technical decision-makers
• Ability to translate complex technical concepts into business objectives
• Curious and analytical
• Strong Excel skills
• Presentation skills
• Attention to detail

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

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.