About Juniper Square
Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you.
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 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
As a Sales Associate II, you’ll operate as a strategic partner to a team of Enterprise Account Executives, supporting every stage of the sales process with our largest and most complex fund manager prospects. This is a high-impact, high-visibility role designed for someone highly organized, resourceful, and eager to build a long-term career in enterprise sales.
You’ll work across internal systems (Salesforce, Lexion, etc.), coordinate meetings and travel, support deal follow-up, support live events and conferences, and help advance pipeline progression. You’ll also contribute to strategic projects, events, and channel engagement initiatives. This is an ideal opportunity for someone with private markets or fintech experience who thrives in fast-paced, high-stakes environments and wants to grow into an Enterprise AE role. We’re ideally looking for someone based in New York City who can join the team in our NYC office 3 days a week to connect in person, collaborate, and build relationships.
What you’ll do
Support Strategic Sales Planning
Partner with Enterprise AEs to align on outreach strategy, top account prioritization, and opportunity progression plans
Contribute to strategic planning and research across our Top 150 target accounts
Help with weekly action items, work summaries, and meeting recaps to keep the team in sync
Pre-Meeting Preparation & Scheduling
Coordinate and manage scheduling for internal and external meetings, ensuring all stakeholders are prepped and aligned
Assist with prospect research, call planning, and sales asset preparation for meeting
Live Deal Support & Meeting Execution
Join key prospect calls to support notetaking, relationship mapping, and action tracking
Post-Meeting & Deal Progression
Support follow-up from meetings: log action items, assign tasks, and ensure timely execution across all threads
Support open opportunities by assisting AEs, as needed, and coordinating resources to move deals forward
Coordinate with internal team when opportunities are in the contract creation phase
Pipeline Management & Operational Excellence
Maintain and update Salesforce (SFDC) opportunity status, tasks, and documentation to keep deals on track
Ensure sales assets, trackers, and tools are organized, up to date, and accessible to the AE team
Leverage AI and data to drive operational efficiency. We're looking for someone who’s curious about emerging technologies, enthusiastic about AI, and eager to experiment with new tools, workflows, and smarter ways of working.
Assist Enterprise AEs with expense reimbursement
Event and Channel Support
Support strategic sales projects and channel partnership initiatives (e.g., event coordination, meeting setup, lay-of-land discovery)
Represent the company at events and conferences and help support the AEs in driving attendance, prepping for meetings, and handling on-site logistics
Why This Role Matters
You’ll be embedded with our top-performing Enterprise AEs, gain experience on some of our most strategic deals, and build the foundation for your future in enterprise sales. Your work will directly impact deal velocity, pipeline health, and the experience of the largest fund managers in the market.
Qualifications
2–4 years of experience in a customer-facing role in fintech, SaaS, or financial services
Exposure to private equity, venture capital, or real estate is a strong plus
Highly organized, detail-oriented, self-motivated, and proactive with strong follow-through
Comfortable managing multiple workstreams across different AEs, deals, and accounts
Strong written and verbal communication skills
Familiarity with Salesforce and sales documentation tools (e.g., Lexion, Gong, Slack)
Strong interest in pursuing a career in enterprise sales
Compensation
Compensation for this position includes a base salary, commissions, and a variety of benefits. The U.S. base salary range for this role is $75,000 - $95,000. 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.