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Account Executive, Private Equity

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Remote from
USA
Salary
USD 120k–145k / yr
Department
Sales
Employment
Full Time
Experience
Director
Published
Apply before
8 Nov 2026
Listing views
15
Application actions
1
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AI Summary

The role, at a glance.

Juniper Square is hiring a full-cycle Account Executive to sell its SaaS platform and fund-administration services to institutional private equity firms. The role centers on account-based pipeline generation, consultative discovery, multi-stakeholder deal strategy, and execution of long sales cycles involving procurement, legal, security, and implementation teams. The successful candidate will engage senior PE leaders such as CFOs, COOs, and Heads of Investor Relations while positioning solutions for complex fund workflows. This is a high-impact enterprise sales position requiring strong territory planning, executive presence, and comfort navigating sophisticated financial-services buying processes.

Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

Job Complexity

5/5
EasyHard

Pace & Pressure

5/5
RelaxedFast-paced

Autonomy Level

4/5
GuidedFull ownership

Communication Load

5/5
IndependentCollaborative
AI insightThe role requires winning complex, long-cycle enterprise deals with senior private-equity stakeholders and navigating technical, operational, legal, and procurement objections. Success also depends on credible fluency in PE workflows and independently building multi-quarter pipeline.

Salary analysis

Estimated compensation compared with the broader US market for similar roles.

Estimated job medianMarket rate
$132,500
US market range$115k–$175k
AI insightThe disclosed U.S. annual base-salary range is $120,000 to $145,000, with a midpoint of $132,500. This is competitive for a mid-market to enterprise SaaS Account Executive with financial-services specialization; commissions, equity, and benefits are also mentioned but no variable-compensation amount or OTE is disclosed. Estimated U.S. market base-salary range for comparable enterprise fintech/private-markets AE roles is approximately $115,000 to $175,000 annually, varying by territory, experience, and quota scope.

Core skills

Skills and capabilities most closely associated with this opportunity.

Sample interview questions
How would you build a multi-quarter pipeline within a territory of institutional private equity firms?

I would segment accounts by fund size, investment strategy, operating complexity, fund lifecycle, and likelihood of a near-term administrative or technology trigger. I would create account plans for priority firms, map CFO, COO, IR, finance, and operations stakeholders, and use relevant partner channels such as auditors, placement agents, and legal advisors to earn warm access. I would track coverage against realistic cycle length and regularly adjust messaging based on engagement and fund timing.

Describe how you would run discovery with a PE firm evaluating both software and fund-administration services.

I would begin with the firm's strategic objectives and then explore current-state workflows, pain points, fund structures, investor-reporting needs, technology stack, and service model. I would quantify impacts such as manual effort, reporting risk, onboarding delays, and limited visibility, then validate decision criteria, stakeholders, implementation requirements, and timing. The resulting business case would connect platform and service capabilities to measurable operational and investor outcomes.

How do you manage a deal when security, legal, and procurement processes threaten momentum?

I surface those functions early, clarify their requirements and timelines, and incorporate each workstream into a mutual action plan with named owners and milestones. I provide relevant security, compliance, and implementation materials proactively, while maintaining executive alignment on the business value and target decision date. If a risk arises, I communicate the tradeoff clearly and coordinate internal experts to resolve it without allowing the process to become disconnected from the commercial outcome.

How would you establish credibility with a CFO or COO at a private equity firm?

I would prepare thoroughly on the firm's strategy, funds, investor base, and likely operational priorities, while avoiding assumptions about their current processes. In the conversation, I would ask informed questions about topics such as fund structures, carried interest, waterfall complexity, LP reporting, and transition risk. I would use evidence-based examples and bring the appropriate product or fund-administration experts into the process when deeper technical expertise is needed.

Tell us about your approach to competing against an incumbent provider with entrenched relationships.

I would identify what the incumbent does well, where the customer experiences friction, and what future requirements the existing provider cannot adequately support. Rather than relying on broad competitive claims, I would build a tailored comparison around the buyer's priorities, supported by proof points, stakeholder-specific value, and a credible migration plan. I would also maintain respect for the customer's existing relationships and create consensus around the value of change before pressing for a decision.

This analysis is generated from the job description. Salary estimates, role characteristics and sample answers are guidance, not employer-provided facts.
Opportunity details

About this role.

About Juniper Square

Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.

Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!

Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.

About your role

Juniper Square is building one of the most exciting sales teams in private markets, and as an Account Executive on our Private Equity team, you’ll sell the full Juniper Square platform – our industry-leading SaaS solutions and our fund administration offering – giving you a differentiated value proposition that no competitor can match. The tailwinds are real: we already power fundraising, investor onboarding, and reporting for thousands of firms across real estate and venture capital, and our PE fund administration solution brings something the market has never seen, combining hundreds of collective years of fund administration expertise with private markets’ most powerful, purpose-built AI. We’re looking for true enterprise sellers – consultative, solutions-oriented professionals who are hungry, gritty, and maniacally obsessed with delivering real value for customers. If that sounds like you, come build this with us.

What you’ll do

Pipeline Generation

  • Target CFO, COO, and Head of IR at institutional PE firms using account-based strategies

  • Build multi-quarter pipeline for long-cycle deals while maintaining near-term coverage

  • Leverage partners – placement agents, auditors, legal advisors, consultants – for access and acceleration

  • Adjust targeting and messaging based on territory performance and fund cycle timing

Sales Process

  • Design discovery for complex PE organizations and build a business case spanning both technology and fund administration

  • Re-qualify continuously as stakeholders, fund timing, and partnership dynamics shift

  • Map buying processes and required approvals, including partnership votes and investment committee sign-off

  • Get ahead of institutional objections – security reviews, SOC compliance, transition risk, data migration – before they surface

Deal Strategy & Execution

  • Lead long-cycle deals with formal mutual action plans and milestone-based progress

  • Manage procurement, legal, security, and implementation steps – including RFPs and operational due diligence – without losing momentum

  • Coordinate internal leaders proactively and communicate risks and tradeoffs clearly

Solution & Platform Positioning

  • Consult credibly on complex PE workflows: waterfall calculations, carried interest, multi-tier fund structures, ILPA compliance, and institutional LP reporting

  • Counter entrenched competitors with specific, evidence-based proof points

  • Lead outcome-focused demos for senior stakeholders and set expectations responsibly using roadmap context

Executive Influence

  • Show up with executive presence in front of Partners, CFOs, and COOs and lead high-stakes conversations without hesitation

  • Navigate incumbent relationships, partnership politics, and fund timing pressures with empathy and judgment

Qualifications

Must Haves

  • 4-8 years of B2B full-cycle, quota-carrying sales experience with consistent track record of attainment

  • Experience selling into upper mid-market or institutional accounts with long sales cycles and multiple stakeholders

  • Demonstrated ability to navigate procurement, legal, and security processes

  • Experience selling SaaS, financial technology, or professional services – ideally both

  • Strong executive presence and ability to lead high-stakes conversations with senior PE professionals

  • Proven territory and account planning skills with multi-quarter pipeline management

Nice to Have

  • Direct experience selling into private equity firms or alternative investment managers

  • Knowledge of PE fund administration, fund accounting, carried interest calculations, or institutional LP reporting

  • Experience selling combined technology + services deals with complex pricing structures

  • Existing relationships with institutional PE GPs, placement agents, auditors, or PE-focused consultants

  • Familiarity with competitive landscape

Compensation

Compensation for this position includes a base salary, commissions, equity, and a variety of benefits. The U.S. base salary range for this role is $120,000 – $145,000. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.

Benefits include:

  • 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

Your recruiter can provide additional details about compensation and benefits.

#LI-RL

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