Senior Product Onboarding Manager

Role Description

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, with a particular focus on transforming investment data for our platform. You’ll become a trusted resource for clients, providing expert guidance on data migration, mapping, and optimization, often interpreting complex legal agreements and fund structures across private equity, venture capital, commercial real estate, private credit, and other alternative investments.

Your work will ensure that customers are set up for long-term success on Juniper Square, with data structured to maximize the platform’s value.

What you’ll do

• 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.

Qualifications

• 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) preferred.
• Experience mentoring or leading others, formally or informally, preferred.

Requirements

• Compensation for this position includes a base salary, equity, and a variety of benefits.
• The U.S. base salary range for this role is $108,000 - $135,000.
• The Canadian base salary range for this role is $85,000 - $105,000.
• Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.

Benefits

• 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.