Top Tech Jobs & Startup Jobs in Charlotte, NC

Execute data and document onboarding, process AI-assisted workflows within SLAs, review AI outputs for quality, refine operational procedures, collaborate with customer-facing teams, and serve as an operational contact for internal and external stakeholders.

Serve as the strategic client partner for fund administration accounts: own senior relationships, drive revenue expansion and upsells, coordinate cross-functional teams, lead client health programs and business reviews, manage escalations and remediation, and represent clients internally and externally to ensure service excellence and alignment.

This role involves providing fund accounting and reporting services, defining workflows, training team members, and ensuring accurate financial reporting in a fast-paced startup environment.

The AI Enablement Lead will design and conduct training programs to improve AI fluency within Juniper Square, focusing on tools like Claude and Cowork. Responsibilities include curriculum development, leading sessions, coaching, and measuring adoption outcomes.

The role involves overseeing fund administration services, managing a team of fund accountants, and ensuring high-quality client interactions and reporting in private equity and real estate sectors.

Manage a portfolio of 60–75 mid-market customers: lead onboarding, implementation, product adoption, and renewals; monitor customer metrics and satisfaction; advocate customer needs to product and engineering; contribute to operational improvements; and apply AI tools to improve CSM workflows and outcomes.

Lead reliability and observability efforts across the org: design and maintain Kubernetes and AWS infrastructure, build CI/CD pipelines, drive IaC standards (Terraform/Crossplane), partner with 16+ teams to roll out tools and processes, participate in on-call rotation and incident response, and use AI tools to accelerate work.

Own partnership tax compliance for a portfolio of private funds: prepare and review Form 1065, Schedule K-1s, complex allocations, book-to-tax adjustments, capital account maintenance, manage filing calendars and K-1 delivery, research partnership tax issues, coordinate with accounting/auditors, and mentor associates.

Own end-to-end UX for a core product area in an enterprise B2B platform. Design AI-driven features, simplify complex data workflows, run research and tests, collaborate with PMs and engineers, and contribute to the design system to deliver developer-ready artifacts and polished experiences.

Lead Investor Services as a senior operational executive for Juniper Squares largest, most complex fund administration clients. Oversee Directors and global teams across onboarding, AML, treasury, CRM, and portals; design operating models, QA frameworks, KPIs, and workforce plans; drive cross-functional alignment and enterprise client relationships.