Account Executive, Private Equity

Summary

Juniper Square is a company focused on unlocking the potential of private markets through technology. They are seeking an Account Executive for their Private Equity team to sell their SaaS solutions and fund administration offerings, targeting institutional PE firms and building a robust sales pipeline.

Responsibilities

• Target CFO, COO, and Head of IR at institutional PE firms using account-based strategies
• Build multi-quarter pipeline for long-cycle deals while maintaining near-term coverage
• Leverage partners - placement agents, auditors, legal advisors, consultants - for access and acceleration
• Adjust targeting and messaging based on territory performance and fund cycle timing
• Design discovery for complex PE organizations and build a business case spanning both technology and fund administration
• Re-qualify continuously as stakeholders, fund timing, and partnership dynamics shift
• Map buying processes and required approvals, including partnership votes and investment committee sign-off
• Get ahead of institutional objections - security reviews, SOC compliance, transition risk, data migration - before they surface
• Lead long-cycle deals with formal mutual action plans and milestone-based progress
• Manage procurement, legal, security, and implementation steps - including RFPs and operational due diligence - without losing momentum
• Coordinate internal leaders proactively and communicate risks and tradeoffs clearly
• Consult credibly on complex PE workflows: waterfall calculations, carried interest, multi-tier fund structures, ILPA compliance, and institutional LP reporting
• Counter entrenched competitors with specific, evidence-based proof points
• Lead outcome-focused demos for senior stakeholders and set expectations responsibly using roadmap context
• Show up with executive presence in front of Partners, CFOs, and COOs and lead high-stakes conversations without hesitation
• Navigate incumbent relationships, partnership politics, and fund timing pressures with empathy and judgment

Skills

• 4-8 years of B2B full-cycle, quota-carrying sales experience with consistent track record of attainment
• Experience selling into upper mid-market or institutional accounts with long sales cycles and multiple stakeholders
• Demonstrated ability to navigate procurement, legal, and security processes
• Experience selling SaaS, financial technology, or professional services - ideally both
• Strong executive presence and ability to lead high-stakes conversations with senior PE professionals
• Proven territory and account planning skills with multi-quarter pipeline management
• Direct experience selling into private equity firms or alternative investment managers
• Knowledge of PE fund administration, fund accounting, carried interest calculations, or institutional LP reporting
• Experience selling combined technology + services deals with complex pricing structures
• Existing relationships with institutional PE GPs, placement agents, auditors, or PE-focused consultants
• Familiarity with competitive landscape

Qualifications

Must Haves

• 4-8 years of B2B full-cycle, quota-carrying sales experience with consistent track record of attainment
• Experience selling into upper mid-market or institutional accounts with long sales cycles and multiple stakeholders
• Demonstrated ability to navigate procurement, legal, and security processes
• Experience selling SaaS, financial technology, or professional services - ideally both
• Strong executive presence and ability to lead high-stakes conversations with senior PE professionals
• Proven territory and account planning skills with multi-quarter pipeline management

Nice to Haves

• Direct experience selling into private equity firms or alternative investment managers
• Knowledge of PE fund administration, fund accounting, carried interest calculations, or institutional LP reporting
• Experience selling combined technology + services deals with complex pricing structures
• Existing relationships with institutional PE GPs, placement agents, auditors, or PE-focused consultants
• Familiarity with competitive landscape

Benefits

• 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