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Operations Specialist, AI Solutions

Role overview

Qualifications

  • 2-3 years of professional work experience in an operations, administrative, or data-focused role.
  • Strong communication skills, both written and verbal.
  • Exceptional attention to detail with the ability to sustain accuracy under volume and time pressure.
  • Bachelor’s degree or equivalent professional experience.

Responsibilities

  • Ingest and structure historical data and documents into Juniper Square platforms.
  • Receive and process incoming work requests within defined SLAs.
  • Review AI-generated outputs for accuracy, completeness, and alignment with source material.
  • Partner closely with customer-facing teams, maintaining clear communication across multiple product workflows.

Key facts

Other skills

  • Quality Assurance
  • Detail Oriented
  • Communication
  • Problem Solving
  • Time Management

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

Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.

Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!

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 a new operations team to support our growing suite of AI-powered products. As an Operations Specialist, you will play a central role in ensuring those products deliver accurate, high-quality outcomes for our customers.

This is a detail-intensive, process-driven role. You will be responsible for backfilling historical data and documents into our platforms, and for processing and reviewing AI-assisted outputs across multiple product workflows. Our products use AI to generate and structure content and your role is to work within those workflows, applying careful review and sound judgment to ensure every output meets the quality bar our customers depend on. Human oversight is a core part of how our products are designed to work.

You will work closely with customer-facing teams at Juniper Square, supporting their work by executing on the operational tasks that sit behind the customer relationship. As a foundational member of a newly established team, you will play a pivotal role in defining and optimizing our operational framework. You will evaluate current workflows, identify inefficiencies, and design scalable processes to support the continuous evolution of our AI-powered product suite.

What you’ll do

  • Data & Document Onboarding: Ingest and structure historical data and documents into Juniper Square platforms, ensuring information is accurately captured and properly organized for use within AI-assisted workflows.

  • AI-Assisted Processing: Receive and process incoming work requests within defined SLAs, working within AI-powered workflows to move requests efficiently from intake to completion.

  • Quality Assurance: Review AI-generated outputs for accuracy, completeness, and alignment with source material, applying consistent judgment at every step before work is considered complete.

  • Process Development: Follow established operating procedures with precision, and actively contribute to refining and improving them. As a member of a new team operating at the intersection of AI and operations, you will help build the playbook - identify gaps, proposing solutions, and piloting improvements that raise quality and efficiency across workflows.

  • Cross-Functional Collaboration: Partner closely with customer-facing teams, maintaining clear communication and reliable turnaround accountability across multiple product workflows.

  • Customer Engagement: Serve as an operational point of contact for both internal stakeholders and external customers, representing Juniper Square with professionalism and clarity. Translate complex operational details into straightforward communication that builds confidence and trust across all audiences.

Qualifications

  • 2-3 years of professional work experience in an operations, administrative, or data-focused role.

  • Strong communication skills, both written and verbal, with the ability to engage effectively with internal teams and external customers alike.

  • Exceptional attention to detail with the ability to sustain accuracy under volume and time pressure.

  • Sound judgment and the initiative to escalate issues appropriately rather than work around them.

  • Comfort working within AI-assisted workflows and ability to critically evaluate AI-generated content rather than accept it at face value.

  • Proficiency in standard business tools including Excel and general communication platforms; comfort with task management workflows.

  • Ability to work independently and manage your own workload with a high degree of ownership.

  • Experience in financial services or investment management is preferred, familiarity with institutional data and document workflows are helpful context for this work.

  • Bachelor’s degree or equivalent professional experience.

Compensation

Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $69,500 - $91,500. 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

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