Senior Technical Consultant

Summary

Join Juniper Square as a Senior Technical Consultant and design, develop, and deliver solutions to customers throughout their lifecycle. Provide consultation and guidance on software usage, process recommendations, and solution proposals. Engage directly with customers, partnering with their teams to understand their workflows and create more efficient practices. Leverage product expertise and industry best practices to enhance customer experiences and transform their operations. Develop standard operating procedures for the Technical Consulting Team's interactions with stakeholders. Strategize with customers to understand their goals and design appropriate adoption plans. Lead training sessions for customers with diverse skill sets.

Requirements

• Bachelor degree or equivalent work experience required
• Minimum of 5 years relevant experience, including experience working with large, strategic enterprise customers in the investment management industry
• Analytical mindset with in-depth excel skills
• Effective analysis, interpersonal, written and oral communication skills
• Must be able to communicate with others in a concise, prescriptive, persuasive and professional manner
• Led client-facing meetings and presentations with multiple attendees of various levels, including executives
• Must be creative and work well as a member of a team to drive decision making
• Ability to identify areas for improvement and propose solutions to generate efficiencies
• Performs under minimal supervision and can work independently
• Ability to travel nationally up to 10% of the time to meet with customers or team members as needed
• Technical experience in working with API implementations
• Previous consulting experience helping customers achieve outcomes in a technical manner

Responsibilities

• Develop and implement standard operating procedures for how the Technical Consulting Team interacts with internal and external stakeholders
• Strategize and consult with customers to understand their motivations, business drivers, strategic goals, and desired business outcomes
• Design an appropriate adoption plan and execute in a timely fashion
• Identify and overcome potential constraints, create positive outcomes and increase customer feature adoption and engagement
• Structure and lead specific training for customers involving many users with varying skill sets and responsibilities
• Break down complex and technical concepts for a wide audience of different stakeholders with a varying degree of technical expertise
• Serve as a technical expert and maintain a deep understanding of customer behaviors, product functionality, and industry best practices
• Partner with team members across Project Management, Customer Success, Service and Support to troubleshoot complex issues and drive successful outcomes for our customers
• Collaborate cross-functionally with product development teams to guide Juniper Square’s product roadmap that reflects the voice of our customers
• Work across the organization to create, document and maintain consistent messaging around product and procedural best practices

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