[All remote jobs](https://jobicy.com/jobs.md)[![Juniper Square logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2022/01/90c359a8bed816e81ea39fa33a8314f3.png)](https://jobicy.com/company/juniper-square.md)[Juniper Square](https://jobicy.com/company/juniper-square.md) # Customer Success Manager, Mid-Market Review the role, location requirements, compensation details, and application process before deciding whether this opportunity fits your next career move. [Apply for this job](#job-application)[View company](https://jobicy.com/company/juniper-square.md)ShareRemote from[USA](https://jobicy.com/job-region/usa.md)SalaryUSD 86k–105k / yrDepartment[Customer Support & Success](https://jobicy.com/categories/supporting.md)EmploymentFull TimeExperienceOpen levelPublished16 Oct 2026Apply before15 Nov 2026Listing views29Application actions3Application toolkit ## Make your next move. Prepare your resume, explore your fit, and draft a cover letter for this opportunity. AI Summary ## The role, at a glance. Juniper Square is hiring a mid-market Customer Success Manager to manage a portfolio of 60–75 existing accounts in the private-markets technology sector. The role focuses on implementation, onboarding, product adoption, customer health, renewals, retention, and expansion. The CSM will lead client meetings, analyze adoption and satisfaction metrics, and relay customer feedback to product and engineering teams. Candidates need at least five years of professional experience, including three years in customer success, plus strong executive communication, prioritization, and technical learning ability. Consistent, practical use of AI tools in customer-success workflows is a core expectation. ## Role DNA A quick view of the complexity, pace, ownership and collaboration implied by the job description. ### Job Complexity 4/5EasyHard ### Pace & Pressure 4/5RelaxedFast-paced ### Autonomy Level 4/5GuidedFull ownership ### Communication Load 5/5IndependentCollaborative AI insightManaging 60–75 accounts while owning adoption, renewal, retention, and expansion outcomes requires disciplined prioritization and strong commercial judgment. The role also demands executive-facing communication, rapid product learning, cross-functional influence, and effective AI-enabled workflows. ## Salary analysis Estimated compensation compared with the broader US market for similar roles. Estimated job median (per year)Market rate$95,500US market range (per year)$85k–$115k0$126.50k AI insightThe yearly pay period is inferred from the job context; it was not explicitly stated by the employer. The employer discloses a U.S. base salary range of $86,000–$105,000 USD. Although no cadence is explicitly stated, yearly pay is inferred from the full-time professional role and the magnitude of the U.S. base-salary range. A reasonable estimated U.S. market base-salary range for a mid-market Customer Success Manager is $85,000–$115,000 USD per year; bonus and equity may be additional. ## Core skills Skills and capabilities most closely associated with this opportunity. [Customer Success Management](https://jobicy.com/jobs?search_keywords=Customer%20Success%20Management.md)[Account Management](https://jobicy.com/jobs?search_keywords=Account%20Management.md)[Customer Retention](https://jobicy.com/jobs?search_keywords=Customer%20Retention.md)[Customer Expansion](https://jobicy.com/jobs?search_keywords=Customer%20Expansion.md)[Client Onboarding](https://jobicy.com/jobs?search_keywords=Client%20Onboarding.md)[Product Adoption](https://jobicy.com/jobs?search_keywords=Product%20Adoption.md)[Renewal Management](https://jobicy.com/jobs?search_keywords=Renewal%20Management.md)[Executive Presentations](https://jobicy.com/jobs?search_keywords=Executive%20Presentations.md)[Customer Health Metrics](https://jobicy.com/jobs?search_keywords=Customer%20Health%20Metrics.md)[Relationship Management](https://jobicy.com/jobs?search_keywords=Relationship%20Management.md)[Project Management](https://jobicy.com/jobs?search_keywords=Project%20Management.md)[Cross-functional Collaboration](https://jobicy.com/jobs?search_keywords=Cross-functional%20Collaboration.md)[AI Workflow Automation](https://jobicy.com/jobs?search_keywords=AI%20Workflow%20Automation.md)[Private Markets](https://jobicy.com/jobs?search_keywords=Private%20Markets.md) Sample interview questionsHow would you prioritize a portfolio of 60–75 mid-market customer accounts?I would segment accounts by renewal timing, revenue and expansion potential, product adoption, customer-health indicators, strategic importance, and active risks. I would establish a repeatable cadence for proactive outreach and QBRs while reserving focused time for high-risk or high-opportunity accounts. A dashboard and account plans would help ensure that prioritization is evidence-based and visible. Describe how you would respond to a customer whose product adoption is declining before a renewal. I would first review usage data, support history, stakeholder engagement, and the outcomes originally expected from the platform. I would then meet with the customer to validate the root cause, align on desired business results, and create a measurable recovery plan involving training, workflow changes, executive sponsorship, or relevant internal partners. I would track progress against agreed milestones and communicate clearly about risk and next steps internally. How do you lead effective meetings with customer executives and operational users at the same time? I tailor the agenda to both audiences: executive stakeholders receive a concise view of business outcomes, risks, ROI, and strategic recommendations, while operational users receive practical workflow and adoption guidance. I set desired decisions in advance, use relevant data to anchor the discussion, and end with owners and dates for each action. Afterward, I send a brief recap that keeps all stakeholders aligned. Give an example of using AI to improve a customer-success deliverable. I would use an AI tool with approved customer context to draft a QBR outline, synthesize themes from call notes, or identify likely adoption blockers from account data. I would validate all outputs against the source information, tailor the final recommendation to the customer, and measure whether the workflow improved preparation time or the quality of the customer conversation. Reusable prompts and documented practices would allow the wider team to benefit. How would you turn recurring customer feedback into a useful product recommendation? I would collect specific examples, identify the affected customer segments and workflows, quantify impact where possible, and distinguish an isolated request from a repeatable pattern. I would frame the feedback as a clear problem statement with expected customer and business value, then share it with product and engineering through the established feedback process. I would close the loop with customers on what was learned and any resulting roadmap or workaround. 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](https://blog.junipersquare.com/juniper-square-ponders-future-of-office-with-digital-first-hybrid-workplace-strategy/) 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’s Customer Success organization is responsible for ensuring customer health and satisfaction, driving product usage and adoption, and delivering strong commercial outcomes for both our clients and the business. This is a great opportunity to use relationship management and project management skills to support customers who are transforming the way they do business by using Juniper Square. You will enjoy this role if you enjoy being a product and industry expert to help customers achieve their goals while advocating internally to ensure Juniper Square’s products continue to exceed expectations! ### What you’ll do * 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. ### Qualifications * 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 Preferred: * Experience producing AI-powered work others reuse or run AI-enabled improvements with measurable outcomes. At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications. ### Compensation Compensation for this position includes a base salary, bonus, equity and a variety of benefits. The U.S. base salary range for this role is $86,000 – $105,000 USD and the Canadian base salary range is $77,000 to $96,000 CAD. 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. #experiencedprofessional #LI-AM #LI-Remote #Juniper-US Show more [Apply now >](https://jobicy.com/jobs/155522-customer-success-manager-mid-market-2.md) * ![Upload CV](data:image/svg+xml;base64,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) ### Upload your resume now To unlock remote work opportunities and be discovered by global employers. 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