Logo for Juniper Square

Account Executive, Private Equity

Role overview

Qualifications

  • 4-8 years of B2B full-cycle, quota-carrying sales experience with a consistent track record of attainment.
  • Experience selling into upper mid-market or institutional accounts with long sales cycles and multiple stakeholders.
  • Demonstrated ability to navigate procurement, legal, and security processes.
  • Experience selling SaaS, financial technology, or professional servicesβ€”ideally both.

Responsibilities

  • Generate and manage a multi-quarter pipeline for long-cycle private equity deals by targeting CFOs, COOs, and Heads of IR at institutional PE firms using account-based strategies.
  • Design and execute the PE sales process, including discovery, building a business case across technology and fund administration, and ongoing re-qualification as stakeholders or fund timing shifts.
  • Lead deal strategy and execution for long-cycle opportunities, coordinating procurement, legal, security, and implementation steps (RFPs and due diligence) without losing momentum.
  • Position Juniper Square credibly on PE workflows, counter competitors with evidence-based proof points, and run executive-level demos and roadmap-aligned expectations.

About the company

Juniper Square logo

Juniper Square

Computer Software / SaaS

Unlock the potential of every investment partnership. Juniper Square empowers GPs and LPs to focus on building enduring relationships and exceptional investment opportunities. Our partnership enablement solutions empower investment partners to connect and communicate seamlessly across every interaction, freeing teams from the disjointed and siloed systems, operations, and processes holding organizations back from realizing their full potential today.

Company details

Company typeScaleup
IndustryComputer Software / SaaS
Company size201 - 500

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Job description

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

Juniper Square is building one of the most exciting sales teams in private markets, and as an Account Executive on our Private Equity team, you'll sell the full Juniper Square platform - our industry-leading SaaS solutions and our fund administration offering - giving you a differentiated value proposition that no competitor can match. The tailwinds are real: we already power fundraising, investor onboarding, and reporting for thousands of firms across real estate and venture capital, and our PE fund administration solution brings something the market has never seen, combining hundreds of collective years of fund administration expertise with private markets' most powerful, purpose-built AI. We're looking for true enterprise sellers - consultative, solutions-oriented professionals who are hungry, gritty, and maniacally obsessed with delivering real value for customers. If that sounds like you, come build this with us.

What you’ll do

Pipeline Generation

  • Target CFO, COO, and Head of IR at institutional PE firms using account-based strategies

  • Build multi-quarter pipeline for long-cycle deals while maintaining near-term coverage

  • Leverage partners - placement agents, auditors, legal advisors, consultants - for access and acceleration

  • Adjust targeting and messaging based on territory performance and fund cycle timing

Sales Process

  • Design discovery for complex PE organizations and build a business case spanning both technology and fund administration

  • Re-qualify continuously as stakeholders, fund timing, and partnership dynamics shift

  • Map buying processes and required approvals, including partnership votes and investment committee sign-off

  • Get ahead of institutional objections - security reviews, SOC compliance, transition risk, data migration - before they surface

Deal Strategy & Execution

  • Lead long-cycle deals with formal mutual action plans and milestone-based progress

  • Manage procurement, legal, security, and implementation steps - including RFPs and operational due diligence - without losing momentum

  • Coordinate internal leaders proactively and communicate risks and tradeoffs clearly

Solution & Platform Positioning

  • Consult credibly on complex PE workflows: waterfall calculations, carried interest, multi-tier fund structures, ILPA compliance, and institutional LP reporting

  • Counter entrenched competitors with specific, evidence-based proof points

  • Lead outcome-focused demos for senior stakeholders and set expectations responsibly using roadmap context

Executive Influence

  • Show up with executive presence in front of Partners, CFOs, and COOs and lead high-stakes conversations without hesitation

  • Navigate incumbent relationships, partnership politics, and fund timing pressures with empathy and judgment

Qualifications

Must Haves

  • 4-8 years of B2B full-cycle, quota-carrying sales experience with consistent track record of attainment

  • Experience selling into upper mid-market or institutional accounts with long sales cycles and multiple stakeholders

  • Demonstrated ability to navigate procurement, legal, and security processes

  • Experience selling SaaS, financial technology, or professional services - ideally both

  • Strong executive presence and ability to lead high-stakes conversations with senior PE professionals

  • Proven territory and account planning skills with multi-quarter pipeline management

Nice to Haves

  • Direct experience selling into private equity firms or alternative investment managers

  • Knowledge of PE fund administration, fund accounting, carried interest calculations, or institutional LP reporting

  • Experience selling combined technology + services deals with complex pricing structures

  • Existing relationships with institutional PE GPs, placement agents, auditors, or PE-focused consultants

  • Familiarity with competitive landscape

Compensation

Compensation for this position includes a base salary, commissions, equity, and a variety of benefits. The U.S. base salary target for this role is $145,000. 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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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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