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Customer Success Manager, Scaled Mid-Market

Juniper Square · GPX
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Remote$86k - $95kFull-timePosted 7mo ago

About the role

Customer Success Manager responsible for managing a large portfolio of small and mid-sized business clients, driving product adoption, retention, and expansion, and acting as a strategic advisor to help customers realize the full value of Juniper Square.

Responsibilities

  • Manage a portfolio of 220+ client accounts, leading them through the customer journey following onboarding
  • Own the success and health of assigned clients by developing and deploying strategies to increase customer value and optimize retention
  • Build strong, trust-based relationships while leveraging digital and scaled engagement to drive product adoption and customer satisfaction
  • Identify and drive opportunities for retention and expansion within the book of accounts
  • Proactively monitor customer health and usage trends to identify risks and opportunities for growth
  • Support and own renewal conversations and mid-contract escalations, collaborating cross-functionally to identify and drive expansion opportunities
  • Act as the voice of the customer internally, advocating for customer needs and influencing product and process improvements
  • Develop advanced knowledge of the customer, product, and industry
  • Use AI tools (e.g., Claude) as part of the core CSM workflow to enhance efficiency and readiness
  • Look for ways to apply AI across the book and workflow, sharing learnings with the wider team

Qualifications

  • 3 years of professional experience with at least 2 years in a customer success or account management role, preferably in SaaS
  • Strong written and verbal communication skills
  • Experience interacting with a high volume of customers with time management and prioritization skills
  • Ability to analyze customer data and performance metrics to derive actionable insights
  • Experience using data and technology to drive customer enablement; preferred experience in Salesforce, Outreach, Looker
  • Demonstrated ability to learn advanced technical subject matters and curiosity to grow
  • Consistent use of AI across CSM deliverables with ability to provide good context and examples of impact
  • Passion for contributing to customer success with a product or service
  • Comfort with change and evolving work environment
  • Bachelor's degree or equivalent professional experience

Skills

Required:Account managementCustomer successCommunicationData analysis

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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