Senior Technical Consultant

Ovii's Interpretation of the Role

Senior Technical Consultant driving implementation, adoption, and AI‑enhanced delivery for Juniper Square’s investment‑management platform. Partner with customers and internal teams to design solutions, train users, and shape product roadmap.

Role Snapshot

• Senior technical consulting
• Customer‑focused solution delivery
• AI‑enabled workflow design
• Enterprise‑level consulting
• Cross‑functional collaboration

Must-Have Requirements

• Bachelor degree
• 5+ years relevant experience
• Experience with large strategic enterprise customers in investment management
• Advanced Excel analysis
• Strong written and oral communication
• Client‑facing presentation and stakeholder management
• Consulting experience delivering technical outcomes
• AI application across deliverables
• large strategic enterprise customers
• investment management industry

Nice-to-Have Signals

• AI‑powered work reuse (prompt libraries, templates, guides)
• Experience in private credit industry
• AI‑powered deliverables
• private credit industry
• private credit

Work Setup

• Location: USA, USA
• Work mode: REMOTE
• Remote scope: UNSPECIFIED
• Remote countries: United States, USA
• Travel: up to 10% national travel
• Employment type: Full-Time

Eligibility Gates

• Visa sponsorship: unknown

Not Specified in JD

• Visa sponsorship
• Relocation

What You'll Likely Work On

• Create and enforce standard operating procedures for the Technical Consulting team
• Partner with customers to define business drivers, goals, and adoption plans
• Lead multi‑user training sessions and translate technical concepts for varied audiences
• Troubleshoot complex issues alongside Project Management, Customer Success, and Support
• Provide product expertise, capture customer feedback, and influence the product roadmap
• Leverage AI tools to accelerate deliverables and build reusable prompt libraries
• Identify integration opportunities and guide customers on best‑practice implementations

Good Fit If You Have

• Enjoys collaborating across product, engineering, and customer success teams
• Thrives in a fast‑growing, data‑driven environment
• Comfortable presenting to senior executives and large audiences