Note: The job is a remote job and is open to candidates in USA. Juniper Square is a company focused on transforming private markets through technology and data integration. They are seeking a Customer Success Manager to onboard customers, drive product adoption, and ensure satisfaction, leveraging relationship management and project management skills.
Responsibilities
- Manage a portfolio of 60-75 existing customer accounts
- Work with end-users of the product on implementation, onboarding, product adoption, and renewals
- Review customer metrics for product adoption, client satisfaction, and customer goals
- Develop advanced knowledge of the customer, product, and industry
- Contribute to internal projects that improve operational infrastructure
- Work with product and engineering teams to create new product features that reflect the voice of our customers
- Use AI tools (e.g., Claude) as part of your core CSM workflow so you arrive sharper, faster, and more customer-ready
- Look for ways to apply AI across your book and your own workflow, and share what works so the wider team benefits
Skills
- 5+ years of professional experience and 3+ years in a relevant customer success management role
- Experience communicating with clients in written and verbal form
- Experience leading client-facing meetings and presentations with multiple attendees of various levels, including executives
- Passion for contributing to the customer's success with a product or service
- Demonstrates competence in prioritization of time, resources, tasks, and people in order to meet deadlines and goals
- Demonstrated experience quickly learning advanced technical subject matter and curiosity to grow in knowledge
- Consistent, thoughtful use of AI across your core CSM deliverables, including the instinct to set it up with good context and a real example of where it improved quality, speed, or customer readiness
- Thrives in a changing and evolving work environment
- Bachelor's degree or equivalent years of professional experience
- Experience producing AI-powered work others reuse or run AI-enabled improvements with measurable outcomes
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
Company Overview