Related skills
crm data warehouse erp private equity agent frameworks📋 Description
- Lead onboarding and product integration across accounts to ensure client success.
- Map client system landscapes and design future-state workflows with Juniper Square.
- Redesign core client workflows and identify automation opportunities.
- Bridge client objectives with product execution and align timelines.
- Design and deploy AI agents within client environments; CLI tooling exposure.
- Build organizational change strategies and drive adoption.
🎯 Requirements
- 8-15 years in mgmt consulting/enterprise SaaS/digital transformation.
- Knowledge of private equity or alt investments and investor reporting workflows.
- Experience with AI tooling including CLI, agent frameworks, or MCP integrations.
- Ability to map complex system landscapes and design workflow architectures.
- Experience translating ambiguous client needs into structured proposals with ROI-based cases.
- Willingness to be on-site with clients up to 50%, normalizing to ~25% in steady state.
🎁 Benefits
- Health, dental, and vision coverage for you and family
- Life insurance
- Mental wellness coverage
- Fertility and growing family support
- Flex Time Off in addition to holidays
- Annual professional development stipend
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