Senior Technical Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Create and execute standard operating procedures for the Technical Consulting Team’s interactions with both internal and external stakeholders.

• Develop strategies and engage with customers to comprehend their motivations, business drivers, strategic aims, and desired outcomes.

• Formulate a suitable adoption plan and implement it within the designated timeframe.

• Recognize and address potential challenges, generating positive results and enhancing customer feature adoption and engagement.

• Organize and conduct specialized training sessions for customers that involve multiple users with diverse skill levels and responsibilities.

• Simplify intricate and technical concepts for a variety of stakeholders with differing levels of technical knowledge.

• Act as a technical authority while maintaining a comprehensive understanding of customer behaviors, product features, and industry best practices.

• Collaborate with team members from Project Management, Customer Success, Service, and Support to resolve complex issues and ensure successful outcomes for our clients.

• Work cross-functionally with product development teams to influence Juniper Square’s product roadmap, reflecting customer feedback.

• Coordinate across the organization to create, document, and uphold consistent messaging regarding product and procedural best practices.

• Utilize AI tools as an integral part of your delivery process to produce sharper, quicker, and more customer-ready results.

• Spot AI and integration opportunities from customer interactions, challenges, and workflow gaps, and provide reliable guidance on feasible solutions and best practices.

⛳️ Requirements

• A Bachelor’s degree or equivalent work experience is required.

• At least 5 years of relevant experience, including work with large, strategic enterprise customers in the investment management sector.

• A strong analytical mindset with advanced Excel skills.

• Proficient analysis, interpersonal, written, and verbal communication skills.

• Ability to communicate concisely, prescriptively, persuasively, and professionally.

• Experience leading client-facing meetings and presentations with various attendees, including executives.

• A creative problem solver who collaborates effectively across teams to facilitate decision-making.

• Capability to identify improvement areas and propose solutions to enhance efficiencies.

• Willingness to travel nationally up to 10% of the time to meet with customers or team members as required.

• Previous consulting experience assisting customers in achieving technical outcomes.

• Practical experience in establishing repeatable, context-rich use of AI across deliverables.

🏝️ Benefits

• Health, dental, and vision insurance for you and your family.

• Life insurance coverage.

• Mental health wellness support.

• Assistance for fertility and growing families.

• Flex Time Off in addition to company-paid holidays.

• Paid family leave, medical leave, and bereavement leave policies.

• Retirement savings plans.

• Allowance to customize your work and technology setup at home.

• Annual stipend for professional development.