Technical Consultant

Description

The company runs an operations platform for private markets, bringing technology, data and fund administration into one system for general partners. It serves over 2,300 GPs, handles more than $300B in assets under administration, and has more than 700,000 LPs on the platform. Its AI platform, JunieAI, adds intelligence across workflows. The company was founded in 2014, has raised over $350M, and employs more than 1,000 people.

The team values ownership, urgency, open debate, collaboration and direct feedback, and works on hard problems for customers and the industry.

The company offers fully remote work as well as full-time office work. Teams collaborate across 27 U.S. states, 2 Canadian provinces, India, Luxembourg and England. Offices are in San Francisco, New York City, Mumbai and Bangalore for people who want to work in an office some or all of the time.

This role centers on helping clients get the most from the investment management platform. You will act as a trusted advisor, lead implementations, and build long-term relationships by applying deep product knowledge and industry insight. You will shape how clients run their operations, improve their processes and improve the experience their investors have.

Responsibilities

• Work with clients to understand their strategy, business drivers and target outcomes, then build adoption plans tailored to them.
• Lead design and rollout of solutions, keeping work on schedule and removing obstacles to good results.
• Build and run training for different user groups, explaining complex technical topics at each level of expertise.
• Act as the subject matter expert on product functionality, industry practice and customer behavior.
• Work with Project Management, Customer Success, Service and Support, and Product Development to solve hard issues and shape the product roadmap.
• Write and implement standard operating procedures that make the Technical Consulting Team more efficient and effective.
• Create and maintain documentation on product and process best practices so messaging stays consistent across the company.
• Use AI tools to speed up recurring work, match client use cases to product offerings, manage your client book and draft documentation.

Requirements

• At least 2 years working with clients in the investment management industry.
• A track record of leading client meetings and presentations, including with executives.
• Strong analytical, interpersonal and communication skills, both written and spoken.
• Good problem-solving skills and a habit of spotting and making process improvements.
• Practical use of AI tools such as Claude or ChatGPT: handing off routine tasks, refining answers across several prompts, and judging output critically.
• Ability to work on your own with little supervision while also doing well on a collaborative team.
• Willingness to travel within the U.S., up to 10% of the time as needed.
• Hands-on experience with API implementations is a plus.
• Prior consulting experience helping customers reach technical outcomes is a plus.
• A bachelor's degree or equivalent professional experience.

Conditions

The U.S. base salary range is $90,000 to $110,000 USD. Final pay depends on factors such as experience, skill set and location, and on local minimum pay rules where they apply.

Total compensation includes base salary, bonus, equity and a range of benefits.

The company is an equal opportunity employer.

Benefits

• Health, dental and vision coverage for you and your family.
• Life insurance.
• Mental wellness coverage.
• Fertility and family-building support.
• Flexible time off on top of company-paid holidays.
• Paid family, medical and bereavement leave.
• Retirement savings plans.
• An allowance to set up your home work space and technology.
• An annual professional development stipend.
• Your recruiter can share more detail on pay and benefits.