Customer Success Manager, Mid-Market

Juniper Square is a company providing technology, data, and fund administration services for private markets. The Customer Success Manager will manage a portfolio of existing accounts, supporting implementation, onboarding, product adoption, renewals, retention, and expansion while partnering with internal teams to improve products and operations.

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

Requirements:

• 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