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Customer Success Manager, Mid-Market

Juniper Square · GPX
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Remote$86k - $105kFull-timePosted 10mo ago

About the role

Customer Success role focused on managing a mid-market portfolio, driving product adoption, renewal and expansion, and advocating for customers with product and engineering teams. Emphasizes relationship management, project management, and use of AI tools to enhance customer readiness.

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
  • Identify and drive opportunities for retention and expansion within your book of accounts
  • 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.

Qualifications

  • 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 (preferred)

Skills

Required:Account managementClient communicationExecutive presentationProduct adoptionAI fluency

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
Last updated Oct 8, 2026. Interested? Apply on the company site.
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About Juniper Square

Connected software and fund administration services | Juniper Square

Over 2,100 GPs across private equity, venture capital, and commercial real estate trust Juniper Square’s connected fund software and services to raise capital more efficiently, reduce operational risk, and deliver a world-class LP experience.

softwarefund administrationprivate marketscapital marketsreal estateventure capitalprivate equity
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