Customer Success Manager, Mid-Market
About the role
Juniper Square is the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, and JunieAI, our purpose‑built AI platform, we’re reimagining how private markets operate. Founder‑led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets. Our culture values open debate, deep collaboration, diverse perspectives, transparency, and feedback. Juniper Square offers employees a variety of ways to work, ranging from fully remote to full‑time in offices in San Francisco, New York City, Mumbai, and Bangalore, with teams across 27 U.S. states, 2 Canadian provinces, India, Luxembourg, and England.
About Your Role: Juniper Square’s Customer Success organization ensures customer health and satisfaction, drives product usage and adoption, and delivers strong commercial outcomes. You will manage a portfolio of 60‑75 existing customer accounts, work with end‑users on implementation, onboarding, product adoption, and renewals, review customer metrics for product adoption, satisfaction, and goals, identify and drive retention and expansion opportunities, develop advanced knowledge of the customer, product, and industry, contribute to internal projects that improve operational infrastructure, work with product and engineering to create new features reflecting the customer voice, and use AI tools (e.g., Claude) as part of your core CSM workflow to arrive sharper, faster, and more customer‑ready, looking for ways to apply AI across your book and share what works.
Responsibilities
- Manage a portfolio of 60-75 existing customer accounts
- Work with end‑users of the product on implementation, onboarding, product adoption, and renewals
- Review customer metrics for product adoption, client satisfaction, and customer goals
- Identify and drive opportunities for retention and expansion within your book of accounts
- Develop advanced knowledge of the customer, product, and industry
- Contribute to internal projects that improve operational infrastructure
- Work with product and engineering teams to create new product features that reflect the voice of our customers
- Use AI tools (e.g., Claude) as part of your core CSM workflow so you arrive sharper, faster, and more customer‑ready
- Look for ways to apply AI across your book and your own workflow, and share what works so the wider team benefits