[Remote] Technical Consultant

Note: The job is a remote job and is open to candidates in USA. Juniper Square provides technology, data, and fund administration services through an investment management platform for private markets. The Technical Consultant will advise clients, lead tailored solution implementations, deliver training, optimize processes, and collaborate cross-functionally to support adoption and successful business outcomes.

Responsibilities

• Strategic Consultation: Partner with clients to understand their strategic goals, business drivers, and desired outcomes, crafting customized adoption plans that align with their objectives
• Solution Delivery: Lead the design and implementation of solutions, ensuring timely execution and overcoming potential constraints to drive positive results
• Training & Enablement: Develop and deliver comprehensive training programs for diverse user groups, simplifying complex technical concepts for varying levels of expertise
• Technical Expertise: Serve as a subject matter expert, maintaining a deep understanding of product functionality, industry best practices, and customer behaviors
• Cross-Functional Collaboration: Partner with Project Management, Customer Success, Service and Support, and Product Development teams to resolve complex issues and influence product roadmap decisions
• Process Optimization: Develop and implement standard operating procedures to enhance the efficiency and effectiveness of the Technical Consulting Team
• Knowledge Sharing: Create and maintain documentation on product and procedural best practices, ensuring consistent messaging across the organization
• AI-Enabled Efficiency: Use AI tools to accelerate recurring work, qualify client use-cases to our product offerings, manage your client book, and prepare documentation

Skills

• • 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: delegating recurring tasks, iterating through multi-turn prompts, and critically evaluating output
• • 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
• • Technical experience in working with API implementations is a plus
• • 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
• Fully remote work experience or the option to work full-time in one of the company's physical offices

Company Overview

Company H1B Sponsorship