Senior Product Onboarding Manager - Remote

Overview

As a Senior Product Onboarding Manager at Juniper Square, you will lead the end-to-end onboarding experience for our most strategic and complex customers, focusing on transforming investment data for our platform.

In Short

• Lead the onboarding experience for strategic customers.
• Transform investment data for the platform.
• Guide clients on data migration and optimization.
• Drive process and tool innovation.
• Mentor other Product Onboarding Managers.
• Ensure long-term customer success on Juniper Square.
• Collaborate with cross-functional teams.
• Manage timelines and coordinate work across teams.
• Review and analyze complex financial datasets.
• Advise on optimal data structures.

Requirements

• Bachelor’s degree and 5+ years in financial data fields.
• Experience managing large-scale projects.
• Strong expertise in Microsoft Excel.
• Experience with SQL, Python, or R is a plus.
• Exceptional problem-solving skills.
• Excellent written and verbal communication.
• Ability to influence customer decisions.
• Comfort in rapidly changing environments.
• Knowledge of private equity and real estate preferred.
• Experience in mentoring or leading others is a plus.

Benefits

• Health, dental, and vision care.
• Life insurance.
• Mental wellness coverage.
• Flex Time Off and paid holidays.
• Paid family and medical leave.
• Retirement saving plans.
• Custom work setup allowance.
• Annual professional development stipend.