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[Remote] Solutions Consultant

Remote · Philippines Full-time

Note: The job is a remote job and is open to candidates in USA. Juniper Square is a leading company in the private markets sector, aiming to unlock the full potential of this complex area of global finance. They are seeking a Solutions Consultant to act as a technical expert in the Sales Organization, working closely with Account Executives to onboard new customers and influence product development based on customer needs.

Responsibilities

  • Present tailored demonstrations of Juniper Square’s technology solutions to technical audiences, virtually and in-person, with a focus on communicating business value
  • Develop mastery of our software’s features to position Juniper Square as the optimal solution to prospects by answering technical questions and handling objections, often in an impromptu manner
  • Conduct discovery calls to understand a prospect’s systems and technology stack, data flows, and workflows
  • Synthesize customer needs in order to influence product roadmap, especially with regard to breaking into new asset classes
  • Create detailed and realistic proof of concepts which mirror our prospects’ fund structures and investment performance behaviors to help prospects envision how their operations and investor outcomes are improved with Juniper Square
  • Respond to RFPs positioning Juniper Square as the optimal solution to solve their problems
  • Maintain knowledge of the software’s product roadmap to win active deals which require functionality not yet live today as well as help customers understand the vision for where Juniper Square is going
  • Serve as the voice of Sales to provide commercial perspective in new product and service go-to-market initiatives

Skills

  • Bachelor's degree and 4-7+ years of experience in private markets investments, private markets technology or consulting, software solutions consulting, or prospect or customer-facing experience in finance or financial technology. In lieu of a bachelor's degree, 10+ years of professional experience is equivalent
  • Deeply curious to uncover prospect problems and a strong desire to solve these problems through creative problem-solving
  • Low ego. We win as a team
  • In-depth knowledge of financial and private markets concepts
  • Exceptional presentation and written communication skills
  • Strong collaborator who enjoys working cross-functionally with multiple internal stakeholders
  • Performs well in an environment with frequent business changes on a fast-growing and evolving team
  • Open to traveling at least once a month for in-person meetings

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

Company Overview

  • Juniper Square provides software and fund administration services that streamline collaboration and communication between GPs and LPs. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.junipersquare.com.
  • Company H1B Sponsorship

  • Juniper Square has a track record of offering H1B sponsorships, with 5 in 2026, 4 in 2025, 5 in 2024, 4 in 2023, 3 in 2022, 3 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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