Customer Support Specialist

About The Company

Juniper Square is dedicated to transforming the private markets by leveraging innovative technology solutions. Our mission is to unlock the full potential of private assets such as commercial real estate, private equity, and venture capital, which constitute a significant portion of the financial ecosystem yet remain largely inaccessible to the broader market. By digitizing these markets, we aim to bring increased efficiency, transparency, and accessibility, enabling more individuals and organizations to participate in these lucrative investment opportunities. As a values-driven organization, we prioritize making a positive impact on the financial landscape, fostering a culture of continuous learning, collaboration, and integrity. Our commitment to technological advancement and customer success positions us as a leader in the private markets industry, offering a dynamic environment for talented professionals eager to make a difference.

About The Role

We are seeking a dedicated and skilled Customer Support Specialist to join our team at Juniper Square. In this role, you will serve as a critical point of contact for our private equity clients, providing expert technical assistance and ensuring a seamless user experience. This position is ideal for individuals who excel at problem-solving, enjoy learning about new technologies, and possess a passion for delivering exceptional customer service. You will work closely with cross-functional teams, including Customer Success Managers, Product Managers, and Software Engineers, to troubleshoot complex issues, gather customer feedback, and contribute to product improvements. The role offers an excellent opportunity for professional growth, especially for those interested in future careers in Customer Success, Technical Consulting, Sales, or Customer Enablement. The position requires availability from Monday through Friday, between 9:00 AM and 6:00 PM PT, and encourages a culture of continuous development and teamwork.

Qualifications

• Bachelors degree in Finance, Accounting, Economics, MIS, or a related business field (preferred)
• Minimum of 2+ years of professional experience in a relevant customer support or technical role
• Excellent written and verbal communication skills
• Assertiveness and perseverance in resolving customer requests
• Strong empathy and a team-first attitude
• Exceptional troubleshooting, problem-solving, and analytical skills
• Outstanding time management and organizational abilities
• Strong technical aptitude with a desire to learn new skills and technologies
• Ability to build and maintain professional relationships with clients
  
  

Responsibilities

• Provide outstanding technical support to customers via phone, email, and chat, taking ownership of issues and ensuring timely resolution
• Develop deep knowledge of our evolving software platform and the private markets industry to serve as a trusted advisor to clients
• Build strong, professional relationships with B2B customers, guiding them toward success and satisfaction
• Collaborate with internal teams including Customer Success, Product, and Engineering to identify and implement effective solutions
• Gather and relay customer feedback to inform product development and enhance software features
• Contribute to cross-functional projects and strategic initiatives to improve customer experience
• Assist in creating and maintaining internal documentation, processes, and best practices
• Support a positive team environment by sharing knowledge and supporting colleagues growth and development
  
  

Benefits

• Comprehensive health, dental, and vision insurance for employees and their families
• Life insurance and disability coverage
• Mental health and wellness programs
• Support for fertility and growing families
• Flexible time off policies in addition to paid holidays
• Paid family, medical, and bereavement leave
• 401(k) retirement savings plan with company matching
• Healthcare FSA and commuter benefits
• Allowance to customize home work and technology setup
• Annual stipend for professional development and training
  
  

Equal Opportunity

Juniper Square is committed to fostering an inclusive and diverse workplace. We are an equal opportunity employer and welcome applicants from all backgrounds, regardless of race, ethnicity, gender, age, sexual orientation, disability, or any other protected characteristic. We believe that diversity enhances our culture and drives innovation, and we strive to create an environment where everyone feels valued, respected, and empowered to succeed.

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