[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) # Technical Consultant 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 90k–110k / yrDepartment[Customer Support & Success](https://jobicy.com/categories/supporting.md)EmploymentFull TimeExperienceDirectorPublished16 Oct 2026Apply before15 Nov 2026Listing views32Application actions1Application 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 seeking a client-facing Technical Consultant to help investment-management clients adopt and optimize its platform. The role combines solution design and implementation, strategic consultation, training, product expertise, and process improvement. The consultant will collaborate with Customer Success, Support, Project Management, and Product teams while managing client relationships and documenting best practices. Candidates need investment-management client experience, strong presentation and analytical skills, independent judgment, and comfort using AI tools; API implementation experience is a plus. ## 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 insightThe position requires translating complex investment-management workflows into tailored technical solutions for diverse client and executive stakeholders. Success depends on balancing implementation delivery, product expertise, client enablement, and cross-functional issue resolution with limited supervision. ## Salary analysis Estimated compensation compared with the broader US market for similar roles. Estimated job median (per year)Market rate$100,000US market range (per year)$85k–$120k0$132k AI insightThe yearly pay period is inferred from the job context; it was not explicitly stated by the employer. The employer explicitly lists a U.S. annual base salary range of $90,000–$110,000 USD, with a midpoint of $100,000. Estimated U.S. market base pay for a technical consultant serving investment-management software clients is approximately $85,000–$120,000 per year; actual pay may vary by location, consulting depth, and API or implementation expertise. ## Core skills Skills and capabilities most closely associated with this opportunity. [Technical consulting](https://jobicy.com/jobs?search_keywords=Technical%20consulting.md)[Client implementation](https://jobicy.com/jobs?search_keywords=Client%20implementation.md)[Investment management](https://jobicy.com/jobs?search_keywords=Investment%20management.md)[Customer success](https://jobicy.com/jobs?search_keywords=Customer%20success.md)[Solution design](https://jobicy.com/jobs?search_keywords=Solution%20design.md)[API implementation](https://jobicy.com/jobs?search_keywords=API%20implementation.md)[Client training](https://jobicy.com/jobs?search_keywords=Client%20training.md)[Executive presentations](https://jobicy.com/jobs?search_keywords=Executive%20presentations.md)[Process optimization](https://jobicy.com/jobs?search_keywords=Process%20optimization.md)[Product adoption](https://jobicy.com/jobs?search_keywords=Product%20adoption.md)[Stakeholder management](https://jobicy.com/jobs?search_keywords=Stakeholder%20management.md)[Documentation](https://jobicy.com/jobs?search_keywords=Documentation.md)[AI tools](https://jobicy.com/jobs?search_keywords=AI%20tools.md)[Analytical problem solving](https://jobicy.com/jobs?search_keywords=Analytical%20problem%20solving.md) Sample interview questionsHow would you approach implementing a new platform workflow for an investment-management client with several stakeholder groups?I would begin with discovery sessions to understand the client’s objectives, current-state process, user groups, constraints, and success measures. I would translate those findings into a phased solution and adoption plan, validate it with key stakeholders, configure and test the workflow, and provide role-based training and documentation. After launch, I would monitor usage and feedback to address gaps and improve adoption. Describe how you explain a technical concept to an executive audience and an operational user audience. For executives, I focus on business impact, risk, timeline, and the decisions needed, using concise language and outcome-oriented examples. For operational users, I provide process-level detail, demonstrations, practical scenarios, and clear job aids. In both cases, I confirm understanding and tailor the discussion to the audience’s goals. How would you handle a client request that is not currently supported by the product? I would first clarify the underlying business outcome rather than assuming the requested feature is the only solution. I would evaluate available configuration options or process alternatives, communicate tradeoffs transparently, and partner with Product and Support where appropriate. If the gap is valid and recurring, I would document the use case, impact, and evidence needed to inform roadmap discussions. What is your experience with APIs, and how would you manage an API-related implementation issue? I would start by confirming the business requirement, integration architecture, authentication method, payload specifications, and expected data flow. I would use documentation, logs, test environments, and structured reproduction steps to isolate whether the issue involves data mapping, permissions, endpoints, or downstream processing. I would communicate findings clearly to technical and nontechnical stakeholders and track the issue through resolution. How do you use AI tools responsibly in client-facing consulting work? I use AI to accelerate repeatable work such as outlining documentation, synthesizing notes, drafting training materials, and organizing discovery questions. I critically validate all output for accuracy, client context, and confidentiality before using it, and I avoid entering sensitive information into tools that are not approved for that data. AI should improve efficiency while professional judgment remains accountable for the final deliverable. 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 We are looking for a Technical Consultant to play a pivotal role in empowering our clients to maximize the value of our innovative investment management platform. You’ll be a trusted advisor, driving successful implementations and fostering long-term customer relationships by leveraging your deep product knowledge and industry insights. This is an opportunity to directly impact how our clients operate, transforming their processes and enhancing their investor experience. As a Technical Consultant, you will design, develop, and deliver tailored solutions that address our clients’ unique business challenges. You’ll partner closely with clients across their organizations, understanding their workflows and guiding them towards more efficient and effective practices. Your expertise will be instrumental in ensuring seamless adoption, driving feature utilization, and achieving optimal business outcomes. ### What you’ll do * Strategic Consultation: Partner with clients to understand their strategic goals, business drivers, and desired outcomes, crafting customized adoption plans that align with their objectives. * Solution Delivery: Lead the design and implementation of solutions, ensuring timely execution and overcoming potential constraints to drive positive results. * Training & Enablement: Develop and deliver comprehensive training programs for diverse user groups, simplifying complex technical concepts for varying levels of expertise. * Technical Expertise: Serve as a subject matter expert, maintaining a deep understanding of product functionality, industry best practices, and customer behaviors. * Cross-Functional Collaboration: Partner with Project Management, Customer Success, Service and Support, and Product Development teams to resolve complex issues and influence product roadmap decisions. * Process Optimization: Develop and implement standard operating procedures to enhance the efficiency and effectiveness of the Technical Consulting Team. * Knowledge Sharing: Create and maintain documentation on product and procedural best practices, ensuring consistent messaging across the organization. * AI-Enabled Efficiency: Use AI tools to accelerate recurring work, qualify client use-cases to our product offerings, manage your client book, and prepare documentation ### Qualifications * Minimum of 2 years of experience working with clients within the investment management industry. * Proven ability to lead client-facing meetings and presentations, including executive-level audiences. * Exceptional analytical, interpersonal, and communication skills (written and verbal). * Strong problem-solving abilities and a proactive approach to identifying and implementing process improvements. * Demonstrated ability to use AI tools (e.g., Claude, ChatGPT) productively for day-to-day work: delegating recurring tasks, iterating through multi-turn prompts, and critically evaluating output. * Ability to work independently with minimal supervision and thrive in a collaborative team environment. * Willingness to travel nationally up to 10% as needed. * Technical experience in working with API implementations is a plus * Previous consulting experience helping customers achieve outcomes in a technical manner * Bachelor’s degree or equivalent professional experience. ### 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 $90,000 – $110,000 USD. 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/155526-technical-consultant-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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