• Provide high-quality administrative support to Sales and Account Management teams • Manage and respond to internal and external service requests • Maintain and update customer records and account information in CRM systems • Support contract administration and renewal processes across client accounts • Prepare reports and presentations for internal and client-facing use • Collaborate cross-functionally for seamless experience

Role Description Modern Mechanical Services and Modern Facility Services are a growing commercial HVAC, plumbing, and facility services company. We're looking for a dependable, detail-oriented person to be the after-hours point of contact for our customers and field teams — and to help keep our back-office running between calls. You'll handle emergency service requests when the office is closed, then support the team with customer service, work order management, and billing. This is a fully remote position. We provide a company computer and a Microsoft Teams phone line — you supply a quiet workspace and reliable internet. What You'll Do - Answer after-hours emergency calls and emails, capture the details accurately, and dispatch or escalate each request to the right on-call manager or technician following our established process. - Monitor shared customer service inboxes during your shift and respond to or route requests promptly. - Manage work orders — open and close jobs, update status, attach documentation and photos, and keep records clean and current. - Prep billing and, once trained, handle invoicing across our service platforms. - Provide professional, calm, customer-first communication at all times. Schedule - Saturday & Sunday, 8:00 AM – 5:00 PM (primary) — roughly 8–9 hour days; Sunday hours vary depending on call volume. - Occasional weeknight coverage as needed. - Part-time, roughly 18–25 hours/week. Requirements - Microsoft Teams experience required (calls, chat, and collaboration). - Strong written and verbal communication; comfortable being the company's voice after hours. - Organized, reliable, and able to work independently with minimal supervision. - Comfortable learning new software quickly. - Service software experience (ServiceTrade, BlueFolder, or similar) is a plus. - Prior dispatch, customer service, or office/billing experience preferred.

• Maintain retail and commercial lending processes from origination through closing • Partners with lending, operations, credit, compliance, and technology teams to translate business needs into effective system solutions • Ensure platform configurations align with regulatory, audit, data governance, and change management requirements • Optimize system usability, performance, and automation to improve lender and borrower experience • Provide ongoing Salesforce administration, including user access, configuration, releases, and platform governance

• Own end-to-end accountability for Investor Services delivery across a portfolio of the firm's largest and most complex client relationships, including major enterprise engagements requiring white-glove coordination and executive-level partnership. • Lead, develop, and hold accountable a team of Directors and their globally distributed organizations spanning investor onboarding, AML compliance, treasury operations, CRM administration, and investor portal delivery. • Design and execute the organizational structure, staffing model, and capability roadmap required to absorb significant new business volume without sacrificing service quality or team health. • Build and maintain a rigorous quality assurance framework across Investor Services — defining standards, audit mechanisms, and feedback loops that give leadership visibility into operational health and give clients confidence in our execution. • Own the strategic relationship with key enterprise clients, serving as an executive escalation point and a proactive thought partner on how Juniper Square can better serve their evolving needs. • Drive cross-functional alignment with Product, Fund Accounting, Customer Success, Sales, and Compliance to ensure the operating model keeps pace with platform development and market commitments. • Lead workforce planning across a large, globally distributed organization — including headcount modeling, geographic footprint decisions, and succession planning for critical leadership roles. • Establish and own the KPI framework for Investor Services, translating operational data into insights that inform resourcing decisions, client conversations, and strategic planning at the executive level. • Identify and lead initiatives to improve automation, workflow efficiency, and controls — especially in high-volume, high-stakes areas like LP onboarding and capital event processing. • Represent Investor Services in firm-wide strategic discussions, contributing operational perspective and market intelligence to product, go-to-market, and leadership planning.