Lead Technical Consultant

Role Overview

• Serve as a technical expert and maintain a deep understanding of Enterprise customer behaviors, product functionality, and industry best practices for large, complex organizations
• Strategize and consult with customers that have many projects running concurrently to understand their plans, strategic goals, and desired business outcomes; proactively identify potential constraints, develop and build buy-in for alternative approaches, and affect change through a successful implementation
• Design an appropriate adoption plan and execute in a timely fashion
• Structure and lead specific training for customers involving many users with varying skill sets and responsibilities
• Break down complex technical concepts for a wide audience of different stakeholders with a varying degree of technical expertise
• Partner with team members across Project Management, Customer Success, Service, Product and Support to troubleshoot complex issues and drive successful outcomes for our largest customers
• Become a leader internally for the Technical Consulting team; discover new efficient practices, share knowledge, and collaborate with team members
• Collaborate cross-functionally with product development teams to guide Juniper Square’s product roadmap that reflects the voice of our customers
• Work across the organization to create, document and maintain consistent messaging around product and procedural best practices
• Be a thought leader in how we expand our consulting footprint to better serve our customers and their unique needs

Requirements

• Bachelor’s degree or equivalent work experience required
• Minimum of 8 years relevant experience required with 3 years of enterprise client experience
• Significant project management experience with large, strategic enterprise customers in the investment management industry
• Experience consulting senior-level partners, understanding customer business goals, defining and tracking metrics and identifying problems and resolving them before they escalate
• Effective analysis, interpersonal, written and oral communication skills
• Must be able to communicate with others in a concise, persuasive and professional manner
• Led client-facing meetings and presentations with multiple attendees of various levels, including executives
• Must be creative and work well as a member of a team to drive decision making
• Ability to identify areas for improvement and propose solutions to generate efficiencies
• Performs under minimal supervision and can work independently
• Technical experience working with API implementations preferred
• Openness to travel to meet with customers or team members as needed

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