Account Executive, Ontra

Investment Banking

$94.8-132.6k

This role offers a competitive On-Target Earnings (OTE) compensation plan structured with a 50/50 split between base pay and commission

Mid and Senior level

New York

Remote from US

More information about location

AI-powered contract automation for private markets

Open for applications

AI-powered contract automation for private markets

501-1000 employees

B2BArtificial IntelligenceEnterpriseLegalOutsourcing

Open for applications

$94.8-132.6k

This role offers a competitive On-Target Earnings (OTE) compensation plan structured with a 50/50 split between base pay and commission

Mid and Senior level

New York

Remote from US

More information about location

501-1000 employees

B2BArtificial IntelligenceEnterpriseLegalOutsourcing

Company mission

To clear the operational fog for GPs by transforming unstructured information into insight, action, and automation.

Job

Company

Role

Who you are

Experience: 1+ years of sales experience as a top-performing closer or SDR (with 3+ years of combined professional experience); preference given to experience working within or selling to investment banks
Infectious Enthusiasm: Genuine passion for the role and a resilient, positive attitude that inspires confidence in our customers and our team
Intellectual Curiosity: Innate drive that pushes you to ask sharp questions, listen actively to understand the root of a problem, and deftly connect a client’s needs to the right solution
Communication Skills: Excellent verbal and written communication skills for effectively engaging with clients and stakeholders
Industry Knowledge: Not required, but preference given to candidates with an understanding of the investment banking industry, including key players and market trends

What the job involves

Ontra is seeking an Account Executive, Investment Banking to join its growing Sales team
For this job, we are currently only hiring candidates based in the United States, with a preference for candidates in the New York City Metropolitan area
We’re looking for someone excited to cultivate strong relationships with new investment bank customers, enhance and expand on existing investment bank customer accounts, and strategically drive revenue growth
This is a great opportunity for an ambitious, extroverted closer who is adept at building and nurturing strong relationships with clients, is always on the hunt to expand business, and is ready to adapt to new strategies and initiatives
Prospecting and Lead Qualification: Engage in intensive prospecting activities and qualify leads to build a robust sales pipeline
Sales Process Management: Competently manage the sales process from initial discovery stages to closing, ensuring all steps are strategically executed
Transaction Closure: Efficiently close transactional sell-side M&A processes, leveraging investment banking relationships to facilitate swift deals
Account Acquisition and Growth: Focus on driving revenue growth through new investment bank accounts and existing relationships
Strategic Planning and Execution: Collaborate with team members and managers to strategize and effectively execute sales calls, customer events, and educational sessions
Cross-Functional Collaboration: Work closely with Marketing and Customer Success teams to support go-to-market initiatives for investment banks

Our take

The private markets have grown rapidly, but operational complexity and regulatory demands have grown too. Firms face high-volume legal work, compliance obligations, and fragmented workflows hat slow deal-making and fund management. Founded in 2014, Ontra offers AI solutions built specifically for these challenges.

Ontra combines AI with a global network of legal experts to turn complex, document-heavy processes into actionable intelligence. It automates contract review, obligation tracking, entity management, due diligence, and compliance workflows, reducing manual work and letting teams focus on higher-value decisions. And by providing accurate, industry-specific insights without requiring customers to configure AI models, Ontra has helped firms work more efficiently and with less risk.

Serving over 1,000 firms globally (including 9 of the top 10 private equity firms), Ontra has processed more than 2M documents and continues expanding its product suite. Recent launched include AI tools for credit management, due diligence questionnaires, and human-in0the-loop KYC services. Alongside this, it recently acquired some serious funding, putting it a might strong position going forward.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

81% employee growth in 12 months

Glassdoor (4.4)

Company

Funding (2 rounds)

Oct 2021

$200m

SERIES B

Jan 2019

$40m

SERIES A

Total funding: $240m

Company benefits

Remote Flexibility: At Ontra, we’re invested in your success, and our total rewards package is designed to help you reach your full potential. Embrace our remote-first work environment with generous reimbursements for work-from-home equipment, coworking, phone, and internet.
Unlock Your Potential: Tap into opportunities for continuous learning, mentorship, and role-specific development through our learning platforms, industry conferences, employee resource groups, plus in-person and virtual company events.
Life Moments Covered: We’re here to support you when life happens. Whether it’s a vacation you’ve been looking forward to, a medical situation you need to take care of, a new addition to your family, or another important life moment, we’ve got you covered.

Company HQ

Union Square, San Francisco, CA

Leadership

Troy Pospisil

(Co-Founder & CEO)

Majored in Economics at NYU before joining Deloitte as a Management Consultant. Was an Investment Professional at H.I.G. Capital.

Ben Levi

(Co-Founder & COO)

Studied at Yale and Harvard Law School, and worked on Obama's 2008 campaign. Was an Associate at Kirkland & Ellis and founded Saas company Tembo.

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