About Juniper Square

Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come. Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the chance to help define a category at a pivotal moment, come join us 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 redesigning Juniper Square's Lead-to-Cash process end to end, from the first marketing touch through billing and recognized revenue. We're hiring a Lead Business Systems Analyst to own the business design behind it: the commercial model (product catalog, legal entity, currency, billing determinants, and lifecycle) and the process and data requirements at every point where a deal moves from one system to the next. This is a hands-on role: beyond defining requirements, you'll configure and build simple-to-medium-complexity changes in Salesforce and the CPQ yourself. You'll work across a stack that includes Marketo, Salesforce, and Gong for go-to-market, a new CPQ platform, Ironclad for contracting, Zone Billing and NetSuite for billing and revenue, and Workato as the integration layer. This role will partner with our Lead-to-Cash program manager who owns sequencing, and you own the model and the requirements. If you've modeled complex fee structures down to the determinant level and want to design the right model rather than patch an inherited one, this will be a great role for you. What you’ll do

End-to-end process design Document the Lead-to-Cash process for new-logo and fund administration expansion deals, stage by stage, from demand capture to revenue recognition





Define the target process, the system of record for each stage, and the hand-off rules between stages

Lead, account & opportunity model Define requirements for lead-to-account matching, routing to existing account owners, and opportunity creation in Salesforce

Design how expansion opportunities are created and forecast, including by Fund Administration account managers

Define how a deal is represented from quote through order, provisioning, invoice, and revenue, including the customer hierarchy (account, platform workspace, fund, entity)

Commercial model & CPQ Design an attribute-based product catalog and pricing model for software and fund administration services

Define billing determinants for asset-based, entity-based, and activity-based fees, including where each value is sourced and how it is validated

Define lifecycle events (start, amendment, escalation, suspension, termination) and decide which should be automated

Write the requirements and acceptance criteria the CPQ implementation is built and tested against

Build & configure Configure and build simple-to-medium-complexity changes yourself in Salesforce and the CPQ: objects and fields, Flows, validation rules, page layouts, permission sets, reports and dashboards, and CPQ products, price rules, product rules, and approval rules

Prototype solutions in a sandbox to validate requirements with stakeholders before they're finalized

Hand off more complex work, such as Apex, integrations, and large data migrations, to our engineers with clear technical designs, and review what they build

Ship your changes through our release process, with sandbox testing, peer review, version control, and

📌 Lead Business Systems Analyst, Lead-to-Cash (Montreal)
🏢 Juniper Square
📍 Montreal