[Remote] Customer Success Manager, Mid-Market

Note: The job is a remote job and is open to candidates in USA. Juniper Square is a company focused on transforming private markets through technology and data integration. They are seeking a Customer Success Manager to onboard customers, drive product adoption, and ensure satisfaction, leveraging relationship management and project management skills.

Responsibilities

• 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
• 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

Skills

• 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
• Experience producing AI-powered work others reuse or run AI-enabled improvements with measurable outcomes

Benefits

• 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

Company Overview