Customer Success Manager, Mid-Market

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you. 

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.

Juniper Square’s Customer Success organization is responsible for onboarding customers, driving usage and adoption of the product, and ensuring customer satisfaction. In this role, you’d report to a Manager, Mid Market Customer Success who brings 10+ years of client relationship experience and a passion for building growing teams.

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!

The application deadline for this role is January 2, 2026.

• 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

• 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

• 3+ years of professional experience and 2+ 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 prioritization of time, resources, tasks, and people in order to meet deadlines and goals

• Demonstrated experience quickly learning advanced technical subject matter and curiosity to grow in knowledge

• Thrives in a changing and evolving work environment

• Bachelor's degree or equivalent years of professional experience

At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications.

Compensation for this position includes a base salary, bonus, and a variety of benefits. The U.S. base salary range for this role is $86,000 - $105,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.

Benefits include:

• 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

Your recruiter can provide additional details about compensation and benefits.

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