Where partnerships drive potential.
Senior Technical Consultant
Location
United States
Posted
3 days ago
Salary
$115K - $140K / year
Seniority
Senior
Job Description
Senior Technical Consultant
Juniper Square
• Develop and implement standard operating procedures for how the Technical Consulting Team interacts with internal and external stakeholders. • Strategize and consult with customers to understand their motivations, business drivers, strategic goals, and desired business outcomes • Design an appropriate adoption plan and execute in a timely fashion • Identify and overcome potential constraints, create positive outcomes and increase customer feature adoption and engagement • Structure and lead specific training for customers involving many users with varying skill sets and responsibilities • Break down complex and technical concepts for a wide audience of different stakeholders with a varying degree of technical expertise • Serve as a technical expert and maintain a deep understanding of customer behaviors, product functionality, and industry best practices • Partner with team members across Project Management, Customer Success, Service and Support to troubleshoot complex issues and drive successful outcomes for our customers • 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. • Use AI tools as part of your core delivery workflow to produce sharper, faster, more customer-ready output. • Identify AI and integration opportunities from customer conversations, pain points, and workflow gaps, and give credible guidance on what's buildable and the best practices.
Job Requirements
- Bachelor degree or equivalent work experience required
- Minimum of 5 years relevant experience, including experience working with large, strategic enterprise customers in the investment management industry
- Analytical mindset with in-depth excel skills
- Effective analysis, interpersonal, written and oral communication skills.
- Must be able to communicate with others in a concise, prescriptive, persuasive and professional manner
- Led client-facing meetings and presentations with multiple attendees of various levels, including executives
- Creative problem solver who collaborates effectively across teams to drive decision making
- Ability to identify areas for improvement and propose solutions to generate efficiencies
- Ability to travel nationally up to 10% of the time to meet with customers or team members as needed
- Previous consulting-like experience helping customers achieve outcomes in a technical manner
- Hands on experience establishing repeatable, context-rich use of AI across deliverables.
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
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