Senior Product Manager, Reporting (San Francisco)

Juniper Square, Inc.
San Francisco, CA

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

We're looking for an entrepreneurial product leader to set the vision and strategy for Juniper Square's financial reporting and BI solutions. You will help our clients address a critical pain point : fragmented, inaccessible data that limits meaningful analysis and reporting. The scope of this data spans from CRM notes & emails all the way to financial transactions, account balances, and custom performance metrics. In addition to data coverage and complexity, clients increasingly seek flexible data presentation to deliver clear, contextual insights with the necessary context for their internal stakeholders and their investors.

You will define and build a configurable, scalable reporting platform that enables GPs to tailor financial reporting to their firm's structure, strategy, and investor needs. This means secure, auditable data access, coupled with intuitive interfaces for transforming and presenting complex private markets data.

To get this right, you will need to understand and think through the entire life cycle of the data, from the most granular data element in the source system all the way to the pixel on the report. You'll work closely with clients and internal Fund Accountants, approaching the problem from first-principles and you will develop a short, medium and long term roadmap that will have a lasting impact on Private Markets.

We're a close-knit, high-performing team driven by an entrepreneurial mindset, a commitment to continuous improvement, and a passion for solving complex challenges. If you share these values and thrive in a high velocity, outcome-focused environment, we'd love to hear from you.

For this role, candidates in the San Francisco bay area are preferred who are able to be in the office 2-3 times per week.

What you'll do

Develop vision, strategy and execute on the roadmap for Reporting and Data initiatives

Meet frequently with clients and prospects to understand needs, validate ideas and hear feedback

Collaborate closely with engineering, design, QA and peers through the phases of SLDC

Evangelize the roadmap, gain executive and team alignment and buy-in

Develop business cases for monetization informing pricing, packaging and R&D investment decisions

Qualifications

5+ years in Product Management with 2+ years at similar level, in B2B SaaS

Bachelor's degree or equivalent schooling or training; Preferred Master's degree

Experience with data-rich products, reporting / BI capabilities

Comfort working with a range of levels, from envisioning entirely new products to mastering details and edge cases

Strategic thinking - ability to define a compelling long term product vision, articulate the strategy and execute a multi year roadmap for complex products

Proven ability to break down complex, ambiguous challenges into clear, actionable product solutions.

Familiarity with key relevant concepts : APIs, data pipelines, ETL / ELT, data warehouses, reporting solutions

Expertise in product analytics, KPIs, prioritization frameworks, and using data to drive product strategy

Customer first mentality, experience working with clients and prospects

Excellent communicator and effective advocator, works well across departments and stakeholders internally as well as senior leadership

Familiarity with finance and investment concepts is valuable, but not essential

At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don't meet all the qualifications.

Compensation

Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $150,000 - $190,000. 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 and disability coverage

Mental wellness coverage

Fertility and growing family support

Unlimited vacation in addition to company paid holidays

Paid family leave, medical leave, and bereavement leave policies

401k retirement savings plan

Healthcare FSA and commuter benefits programs

Allowance to customize your work and technology setup at home

Annual professional development stipend

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Posted 2025-08-23

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