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Senior Revenue Operations Manager, Fund Administration

Juniper Square · Sales
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Remote$116k - $145kFull-timePosted 2w ago

About the role

Senior Revenue Operations Manager, Fund Administration is the dedicated RevOps partner for the Fund Administration business, owning systems, processes, and reporting to align Sales, Customer Success, Finance, and Fund Administration. Focus areas include Salesforce health, renewal/forecasting workflows, dashboards, cross-functional collaboration, and AI-enabled automation.

Responsibilities

  • Serve as the primary Revenue Operations partner for the Fund Administration business, ensuring alignment on priorities, strategies, and execution plans, and acting as the operational glue between Fund Administration and other departments.
  • Own the health and integrity of our Salesforce (CRM) instance — data quality, workflow configuration, and process governance across Fund Administration and the broader RevOps funnel.
  • Own and optimize the end-to-end renewal workflow process, ensuring efficiency, accuracy, and scalability, and maintaining clear documentation of timelines, responsibilities, and required actions.
  • Manage the forecasting process for Fund Administration and broader RevOps, including pipeline reviews, forecast roll-ups, and reporting cadences, integrating key metrics such as renewals, upsells, and churn.
  • Design, document, and continuously improve revenue processes (e.g., lead routing, opportunity management, territory and quota administration, and a standardized expansion deal process) to remove friction.
  • Build and maintain dashboards and reporting that give a clear, accurate view of pipeline, conversion, renewals, and revenue performance.
  • Establish and enforce clear rules of engagement for Fund Administration's interactions with other departments, serving as a point of escalation for cross-functional disputes and ensuring smooth handoffs and alignment.
  • Partner cross-functionally with Fund Administration, Sales, Marketing, Customer Success, and Finance to align on shared metrics, definitions, and operating rhythms (QBRs, pipeline reviews, forecast calls).
  • Use AI tools (e.g., Claude) to orchestrate multi-step workflows that reduce manual work across recurring RevOps tasks.
  • Identify and prioritize opportunities for process automation and tooling improvements across the revenue tech stack, and support change management and enablement for new tools and processes.
  • Support pricing and packaging, sales compensation, territory design, and quota-setting processes in partnership with Fund Administration and Sales leadership and Finance.

Qualifications

  • 7+ years of experience in Revenue Operations, Sales Operations, or a related GTM/Business Operations role.
  • Experience in fintech, SaaS, or a complex B2B enterprise sales motion.
  • Experience supporting Fund Administration, private markets, or another complex, services-driven revenue motion.
  • Hands-on Salesforce administration experience: you understand how data structure and process design impact downstream reporting and forecasting accuracy.
  • Experience owning end-to-end renewal and/or expansion workflows, including documentation, performance reporting, and cross-functional stakeholder alignment.
  • Experience managing forecasting, pipeline reporting, and recurring GTM operating cadences (QBRs, pipeline reviews, forecast calls).
  • Strong analytical skills, with proficiency in data and reporting tools (e.g., Salesforce reporting, Tableau, Looker, or advanced Google Sheets/Excel).
  • Proven ability to translate ambiguous business problems into clear processes, systems, and recommendations.
  • Strong stakeholder management and communication skills; comfort partnering with and influencing across teams, including establishing and enforcing rules of engagement.
  • AI fluency: you use AI tools like Claude to orchestrate multi-step workflows across two or more tools producing reusable, structured outputs; able to describe at least one recurring revenue process redesigned around AI-assisted execution and speak to its team-level impact.

Skills

Required:Salesforce administrationForecasting and pipeline managementRenewals and expansion workflowsData analysis and BI toolingStakeholder managementAI tools proficiency

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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