Account Executive, Private Equity

Juniper Square
United States
Workplace: RemoteFull timeUSD 115,000 - 145,000 annuallyFunction: SalesSkills: ["Communication","Relationship-building","Presentation","Lead generation","Consultative selling"]

Account Executives in private equity sales manage the full sales cycle with PE investment managers, tailoring Juniper Square fund administration solutions to client needs. The role emphasizes consultative selling, field presence at events, collaborative work with cross-functional teams, and achieving annual sales targets across major US metro areas.

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Juniper Square
Juniper Square
1 year ago

Account Executive, Private Equity

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Last checked: 8 hours agoStatus: Live

Job Summary

Account Executives in private equity sales manage the full sales cycle with PE investment managers, tailoring Juniper Square fund administration solutions to client needs. The role emphasizes consultative selling, field presence at events, collaborative work with cross-functional teams, and achieving annual sales targets across major US metro areas.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Own the entire sales cycle with private equity investment managers, from relationship development and lead generation to close
  • •Run a consultative sales process, developing a deep understanding of clients’ needs and matching them to Juniper Square solutions
  • •Develop trusted relationships with other service providers in the private equity industry, including tax, audit, legal, and banking firms
  • •Maintain a constant presence in the field, hosting and attending events, including small events with select customers and prospects, events with service provider partners, and industry conferences
  • •Work closely with other teams, including business development, pre-sales solutions consulting, marketing, and fund accounting, on sales pursuits and to continually level up our skills, strategies, and industry knowledge

Pay and Benefits

Salary: USD 115,000 - 145,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceRetirement SavingsPaid Leave

Key Requirements

  • •Located in the New York, Boston, Chicago, or Miami metro area
  • •7+ years of experience in a quota-carrying, financial services sales role or equivalent fund accounting/operations experience with exposure to Private Equity
  • •Track record of building enduring relationships
  • •Eagerness to deeply understand our market and potential clients’ needs
  • •Excellent verbal communication skills and comfort presenting to executive audiences
Experience:Private equityFinancial servicesReal estateVenture capital
Skills:CommunicationRelationship-buildingPresentationLead generationConsultative selling
Languages:English

Company Brief

Juniper Square
Provides connected fund software and managed fund administration services for private markets, helping GPs and LPs with fundraising, investor onboarding, reporting, treasury, and compliance via a unified SaaS platform.
Industry: Enterprise Software
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series D
Headquarters: San Francisco, United States
Founded: 2014
Glassdoor
Glassdoor: 4.0
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