Fund Administration Relationship Manager

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