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Fund Administration Relationship Manager

Full-time

Juniper Square

About your role

As a Fund Administration Relationship Manager, you will serve as a strategic partner to our clients, focused on strengthening relationships, driving revenue growth, and supporting high-quality service delivery across our fund administration engagements. You will be embedded within the Fund Administration organization, providing continuity, leadership, and alignment across cross-functional teams.

What you’ll do

Relationship Ownership & Client Advocacy

  • Maintain ongoing, senior-level relationships with clients to ensure trust, satisfaction, and alignment with their goals
  • Act as the primary client advocate within Juniper Square, surfacing feedback and ensuring timely resolution of issues
  • Serve as a stabilizing force and strategic sounding board for clients navigating transitions or challenges

Strategic Growth & Revenue Expansion

  • Identify upsell opportunities across services, fund vehicles, and legal entities post-implementation
  • Partner with Sales on long-term revenue expansion initiatives and contribute to proposal development
  • Track, report, and influence new fund opportunities and incremental revenue opportunities

Communication & Cross-Functional Alignment

  • Facilitate regular communication between clients and internal stakeholders, ensuring unified messaging and smooth execution
  • Collaborate with Product, Sales, CX, and Delivery teams to represent the client perspective and drive roadmap alignment
  • Lead quarterly and annual business reviews to share performance metrics and strategic updates

Oversight of Key Client Programs

  • Lead execution of the Client Monitoring Program (CMP) for assigned accounts, ensuring feedback is captured and addressed
  • Drive structured health assessments through quarterly check-ins and in-person meetings for high-revenue clients
  • Ensure documentation of all meetings, service scores, and business review outcomes in Salesforce

Internal Enablement & Partnership

  • Support Fund Accounting team leads during client transitions or coverage gaps
  • Provide guidance to delivery teams, ensuring service excellence and consistent client experience
  • Collaborate with FA Enablement on training programs and tools to build strong relationship management capabilities

Escalation & Remediation Leadership

  • Own client escalations and coordinate root cause analyses and remediation plans
  • Communicate timelines, accountability, and outcomes to clients and internal teams
  • Reinforce trust and transparency during challenging situations

Client-Centric Thought Leadership

  • Stay current on industry trends, client business objectives, and fund administration best practices
  • Represent Juniper Square at client events or conferences when applicable
  • Support brand reputation and thought leadership in the Private Markets ecosystem

Qualifications

  • 12+ years of fund administration experience within private equity, commercial real estate or venture capital with a focus on client advocacy, networking and expansion
  • Bachelor’s degree required, with a degree in Accounting, Economics, Finance, Business Administration, or related discipline
  • Proven ability to identify growth and expansion opportunities
  • Comfortable with ambiguity within a hyper-growth, startup environment
  • Passion for technology and a desire to use technology to streamline business operations and improve user experience
  • Strategic thinker with the ability to master both the details and the big picture
  • Excellent client service, verbal and written communication skills
Vacancy posted 1 day ago
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