Lead Product Onboarding Manager
Juniper SquareFund Administration company
Remote$124,000 - $155,000 USDLead
Ribbit Capital
Felicis Ventures
Redpoint Ventures
Fifth Wall
Nasdaq Ventures
Blue Owl Capital
Product
About the role
TL;DR
Lead Product Onboarding Manager for strategic customers, focusing on data transformation and process innovation.
- •As a Lead Product Onboarding Manager at Juniper Square, you will independently own the end-to-end onboarding experience for our largest and most strategic 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.
- •Key Responsibilities Independently own communication with senior and executive customer stakeholders, and lead negotiation of scope and timeline changes.
- •Review, analyze, interpret, and transform complex financial datasets for import into the Juniper Square platform.
- •Serve as the senior escalation point for our most complex or highest-risk onboarding engagements.
- •Identify, scope, and lead initiatives that drive systemic change
- •process automation, tooling improvements, or structural changes to how the team operates.
- •Requirements 8+ years of experience in fields leveraging complex financial data (investment banking, management consulting, private markets operations, or related areas).
- •Proven success independently owning executive-level customer relationships and scope negotiations for enterprise or global accounts.
- •Experience designing and deploying AI workflows spanning multiple tools or data sources with measurable outcomes.
- •Strong expertise in Microsoft Excel, with experience managing and manipulating complex datasets.
Required skills
Product OperationsExcelSQLPythonRProject ManagementCustomer OnboardingImplementation Management
Domain expertise
fintechconsulting
Benefits & perks
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
Tech stack
ExcelSQLPythonR