Senior Product Onboarding Manager

Juniper Square is a company focused on transforming the private markets through technology and data solutions. As a Senior Product Onboarding Manager, you will lead the onboarding experience for strategic customers, focusing on data transformation and ensuring long-term success on the platform.

Responsibilities:

• Lead customer calls, manage timelines, and coordinate work across internal teams to ensure smooth onboarding delivery
• Review, analyze, interpret, and transform complex financial datasets for import into the Juniper Square platform
• Advise enterprise customers on optimal data structures, considering both immediate onboarding needs and long-term platform performance
• Serve as the escalation point for complex or high-risk onboarding challenges
• Own and drive process improvements, tool enhancements, and documentation updates to improve scalability and efficiency
• Mentor and coach other onboarding team members, sharing expertise and best practices
• Collaborate closely with Project Management, Product, Engineering, Sales, and Customer Success to deliver a cohesive customer experience
• Build and maintain AI-supported workflows for recurring onboarding activities (data mapping playbooks, migration status reports, escalation summaries, customer handoff docs) so output is consistent and reusable across accounts
• Configure AI workflows that other team members can reuse, extending your impact past your own account load

Requirements:

• 5+ years of experience in fields leveraging complex financial data (investment banking, management consulting, private markets operations, or related areas)
• Bachelor's degree or equivalent work experience
• Proven success managing large-scale, multi-stakeholder projects in a fast-paced, client-facing environment
• Experience designing and deploying AI workflows spanning multiple tools or data sources with measurable outcomes
• Strong expertise in Microsoft Excel or Google Sheets, with experience managing and manipulating complex datasets
• Exceptional problem-solving skills and attention to detail
• Excellent written and verbal communication, with the ability to explain complex concepts to both technical and non-technical audiences
• Demonstrated ability to influence and guide customer decisions, including at the executive level
• Comfort working in ambiguous, rapidly changing environments
• Experience with scripting languages and data management tools (SQL, Python, R)
• Experience mentoring or leading others, formally or informally