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Relationship Manager, Fund Administration

Role overview

Qualifications

  • 12+ years of fund administration experience within private equity, commercial real estate or venture capital with a focus on client advocacy, networking and expansion
  • Bachelor’s degree required, with a degree in Accounting, Economics, Finance, Business Administration, or related discipline
  • Proven ability to identify growth and expansion opportunities
  • Comfortable with ambiguity within a hyper-growth, startup environment

Responsibilities

  • Maintain ongoing, senior-level relationships with clients to ensure trust, satisfaction, and alignment with their goals
  • Identify upsell opportunities across services, fund vehicles, and legal entities post-implementation
  • Facilitate regular communication between clients and internal stakeholders, ensuring unified messaging and smooth execution
  • Own client escalations and coordinate root cause analyses and remediation plans

Key facts

Other skills

  • Relationship Management
  • Strategic Thinking
  • Communication
  • Problem Solving

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

As a Fund Administration Relationship Manager, you will serve as a strategic partner to our clients, focused on strengthening relationships, driving revenue growth, and supporting high-quality service delivery across our fund administration engagements. You will be embedded within the Fund Administration organization, providing continuity, leadership, and alignment across cross-functional teams. 

What you’ll do

Relationship Ownership & Client Advocacy

  • Maintain ongoing, senior-level relationships with clients to ensure trust, satisfaction, and alignment with their goals

  • Act as the primary client advocate within Juniper Square, surfacing feedback and ensuring timely resolution of issues

  • Serve as a stabilizing force and strategic sounding board for clients navigating transitions or challenges

Strategic Growth & Revenue Expansion

  • Identify upsell opportunities across services, fund vehicles, and legal entities post-implementation

  • Partner with Sales on long-term revenue expansion initiatives and contribute to proposal development

  • Track, report, and influence new fund opportunities and incremental revenue opportunities

Communication & Cross-Functional Alignment

  • Facilitate regular communication between clients and internal stakeholders, ensuring unified messaging and smooth execution

  • Collaborate with Product, Sales, CX, and Delivery teams to represent the client perspective and drive roadmap alignment

  • Lead quarterly and annual business reviews to share performance metrics and strategic updates

Oversight of Key Client Programs

  • Lead execution of the Client Monitoring Program (CMP) for assigned accounts, ensuring feedback is captured and addressed

  • Drive structured health assessments through quarterly check-ins and in-person meetings for high-revenue clients

  • Ensure documentation of all meetings, service scores, and business review outcomes in Salesforce

 Internal Enablement & Partnership

  • Support Fund Accounting team leads during client transitions or coverage gaps

  • Provide guidance to delivery teams, ensuring service excellence and consistent client experience

  • Collaborate with FA Enablement on training programs and tools to build strong relationship management capabilities

Escalation & Remediation Leadership

  • Own client escalations and coordinate root cause analyses and remediation plans

  • Communicate timelines, accountability, and outcomes to clients and internal teams

  • Reinforce trust and transparency during challenging situations

Client-Centric Thought Leadership

  • Stay current on industry trends, client business objectives, and fund administration best practices

  • Represent Juniper Square at client events or conferences when applicable

  • Support brand reputation and thought leadership in the Private Markets ecosystem

Qualifications

  • 12+ years of fund administration experience within private equity, commercial real estate or venture capital with a focus on client advocacy, networking and expansion

  • Bachelor’s degree required, with a degree in Accounting, Economics, Finance, Business Administration, or related discipline 

  • Proven ability to identify growth and expansion opportunities

  • Comfortable with ambiguity within a hyper-growth, startup environment

  • Passion for technology and a desire to use technology to streamline business operations and improve user experience 

  • Strategic thinker with the ability to master both the details and the big picture

  • Excellent client service, verbal and written communication skills

Compensation

Compensation for this position includes a base salary, bonus, equity, and a variety of benefits. The U.S. base salary range for this role is $170,000 - $190,000 USD. 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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