Customer Success Manager, Mid-Market

Juniper Square
United States
Workplace: RemoteFull time86,000 - 105,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Leadership","Problem-solving","Relationship management","Project management"]

The role manages a portfolio of mid-market customers, guiding onboarding, adoption, renewals, and success metrics. You’ll collaborate with product and engineering to translate customer needs into features, leverage AI to improve workflows, and lead client-focused meetings with executives. A strong emphasis on relationship management, strategic planning, and cross-functional collaboration to scale Juniper Square’s impact in private markets.

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FursaFursa
Juniper Square
Juniper Square
7 months ago

Customer Success Manager, Mid-Market

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

The role manages a portfolio of mid-market customers, guiding onboarding, adoption, renewals, and success metrics. You’ll collaborate with product and engineering to translate customer needs into features, leverage AI to improve workflows, and lead client-focused meetings with executives. A strong emphasis on relationship management, strategic planning, and cross-functional collaboration to scale Juniper Square’s impact in private markets.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage a portfolio of 60-75 existing customer accounts and serve as the main point of contact for onboarding, adoption, renewals, and retention.
  • •Review customer metrics to track product adoption, client satisfaction, and goal alignment, and translate insights into actions.
  • •Develop deep knowledge of each customer, their product usage, and industry context to drive value.
  • •Collaborate with product and engineering teams to advocate for new features reflecting customer voice.
  • •Leverage AI tooling to enhance efficiency and customer readiness across core CSM workflows.

Pay and Benefits

Salary: 86,000 - 105,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceWellness StipendRetirementHome Office

Key Requirements

  • •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
  • •Bachelor's degree or equivalent years of professional experience
  • •Demonstrated experience quickly learning advanced technical subject matter and curiosity to grow in knowledge
Experience:5+ yearsFinancial servicesFintech
Education:Bachelor's
Skills:CommunicationLeadershipProblem-solvingRelationship managementProject management
Languages:English
Tech Stack:Claude AIAI workflowsCRM

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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