Relationship Manager, Fund Administration
$180k - $200k USD
About Juniper Square
Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you.
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.
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
Compensation
Compensation for this position includes a base salary, bonus, equity, and a variety of benefits. The U.S. base salary range for this role is $180,000 - $200,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
Benefits include:
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
Your recruiter can provide additional details about compensation and benefits.
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