About Ontra

Ontra is the leader in AI-powered solutions for the private markets. Powered by industry-leading AI, data from over 2 million contracts, and a global network of legal professionals, Ontra automates critical private market workflows across the fund lifecycle. Ontra's solutions transform unstructured data trapped in static documents into actionable intelligence, enabling firms to accelerate contracts, streamline compliance, and automate entity management. Trusted by more than 1,000 global GPs, investment banks, law firms, and advisors – including nine of the top ten PEI-ranked firms worldwide – Ontra helps firms focus on what's important.

Our Culture

Ontra is a remote-first company that values the power of connection. We find innovative ways to stay connected, both virtually and in person. By promoting ownership, inspiring creativity, and championing collaboration, Ontra enables you to shape your impact and growth. Our commitment to innovation extends beyond our technology; it's embedded in our culture, and AI plays a crucial role in everything we do.

Our culture is one where belonging is the cornerstone of every interaction, rooted in acceptance and respect for all. Our commitment to inclusion begins at the application process, ensuring a fair and equitable hiring experience that values the unique contributions you bring from day one.

About the opportunity

Ontra is seeking a Customer Success Associate (CSA) to join our rapidly growing company. The CSA will be a key player on the Contract Automation Customer Success team and will support the team across all accounts on projects, tasks, issue resolution, and deliverables such that it allows us to drive the most value for our customers.

If you consider yourself proactive, energetic, and self-driven, and are looking to grow your customer success career in a fast-paced environment, then we'd love to hear from you!

What you'll do

Customer Onboarding & Adoption: support the speedy onboarding of customers and their implementation of our Contract Automation product; support the department in increasing the adoption and utilization of Ontra's CA product and its features
Retention & Expansion: contribute to the department's retention and expansion goals by assisting with elements of the customer journey and by helping our Contract Automation customers find value in our CA solution
Ontra App and Salesforce: become an Ontra app expert, staying up to date on core processes; and manage all Ontra app and Salesforce updates
Process optimization: efficiently enact the customer journey and help constantly improve the company's customer-facing processes

What you'll bring

Experience: At least one year of professional work experience within the customer success or customer service spaces; experience within legal tech or fintech environments preferred
Verbal & written communication: you communicate in a clear, concise, and compelling way, and have excellent professional writing skills and email etiquette
Diligence and attention to detail: effective project management and consistent delivery of timely, high-quality work
Organization: you are process-oriented and are comfortable creating and maintaining systems upon which others rely, especially in a global, remote environment
Efficiency: you have excellent time-management skills, can prioritize tasks appropriately, and work to streamline processes
Desire to learn: you have the desire and ability to rapidly learn about our customer base and their different requirements while adapting to new platforms quickly
Relationship management: you seek to accurately understand and proactively meet customer needs, establishing a foundation of trust and partnership in relationships with key customer stakeholders

Pay Transparency

Ontra takes individual candidate location, experience, and skills into consideration when determining compensation. The base pay range is listed below.

Some positions may be eligible for additional compensation, such as commission, variable compensation, profits interest units, or other equity-based compensation, which are not included in the below base pay range.

If you are selected to participate in our interview process, your Talent Acquisition Partner will share more details about the total compensation package for the role.

Base Pay Range

$56,000—$84,000 USD

Hiring Locations

We currently hire exclusively in the locations listed below. Select jobs may have more specific location requirements due to business needs.

United States

Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington

APAC

Hong Kong

EMEA

United Kingdom

Benefits Snapshot

Remote-first working policy, with office hubs in SF, NYC, Santa Barbara, and London
Twice yearly team offsites for in-person collaboration
Paid flexible time off policy
Paid parental leave and benefits
Employer-supported retirement contributions, varying by country
Monthly phone and internet reimbursement
Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program
Various options for medical, dental, and vision insurance

Travel

Occasional travel is required for Ontra employees, including typically at least twice per year to attend team and larger group off-sites for in-person collaboration. For some roles, additional travel may be required based on the requirements of the role and business need.

Inclusivity

Ontra is committed to the full inclusion of all qualified individuals. As part of this commitment, Ontra will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact people@ontra.ai.

Personnel Privacy Notice: View here.

Note on Employment Verification: All employees hired will be required to verify identity and eligibility to work in their particular location.

Note to External Agencies: We are not accepting any blind submissions or resumes/CVs from recruitment agencies. Any candidates sent to Ontra will NOT be accepted or considered as a submission without a signed agreement in place.

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Customer Success Associate

Job Type