Customer Success Manager, Mid-Market

About Juniper Square Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re 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, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. 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 for decades to come. Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us! Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time. About your role Juniper Square’s Customer Success organization is responsible for ensuring customer health and satisfaction, driving product usage and adoption, and delivering strong commercial outcomes for both our clients and the business. This is a great opportunity to use relationship management and project management skills to support customers who are transforming the way they do business by using Juniper Square. You will enjoy this role if you enjoy being a product and industry expert to help customers achieve their goals while advocating internally to ensure Juniper Square’s products continue to exceed expectations! What you’ll do • 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. Qualifications • 5+ years of professional experience and 3+ years in a relevant customer success management role • Experience communicating with clients in written and verbal form • Experience leading client-facing meetings and presentations with multiple attendees of various levels, including executives • Passion for contributing to the customer's success with a product or service • Demonstrates competence in pr