Senior Customer Success Manager, Ontra
$96.8-135.2k
More information about location
Contract Automation and Intelligence for asset management firms
Be an early applicant
Contract Automation and Intelligence for asset management firms
201-500 employees
Be an early applicant
$96.8-135.2k
More information about location
201-500 employees
Company mission
To change the way legal services are delivered to enterprises.
Role
Who you are
- Experience: 5+ years of CS experience with at least 3 years of experience in an enterprise CSM role, preferably in financial services
- Proven track record of managing difficult customer challenges and translating business requirements into actionable success plans
- Strong communicator and executive presence: Impeccable verbal and written communication skills
- Can easily lead client-facing meetings and presentations with multiple diverse stakeholders of varying seniority
- Relationship management skills: Skilled at building relationships with decision-makers and influencers, including C-suite executives
- Intellectual curiosity and teaching skills: Can learn and distill complex technical concepts into digestible customer-facing communication and training
- Industry interest: Experience with and/or interest in legal contracts, legal technology, and the private funds space
What the job involves
- Ontra is seeking a Senior Customer Success Manager to join its growing Customer Success team
- The position requires occasional travel to meet with customers and attend industry events up to 15% of the time.
- Reporting to our Manager, Customer Success, you will be responsible for promoting the adoption of our innovative SaaS solutions, Insight and Atlas, with our enterprise-level customers in the financial services industry
- You will advocate for our customers to ensure they can achieve positive business outcomes throughout their partnership with Ontra
- Proactive, energetic, and self-driven, you will strive to understand our customers and work to be a trusted partner so that companies stay and grow with Ontra
- Relationship management: Develop deep relationships with stakeholders across Ontra’s enterprise customers; become an expert on your customers' businesses and seek to meet their needs proactively
- Adoption planning: Develop, communicate, and execute adoption plans; consult the customer to meet individual needs and timelines, mitigate potential risks, and ensure they are deriving value from our products
- Customer retention and growth: Perform strategic business reviews and develop joint success plans with customers to align on measurable objectives and outcomes; identify churn risk and work to eliminate that risk actively; identify and nurture up-sell and cross-sell opportunities
- Customer advocacy: Function as the voice of the customer and provide internal feedback on how Ontra can better serve our enterprise customers; influence internal stakeholders to deliver outcomes that help both our customers and the broader business
- Project management and critical analysis: Demonstrate strong project management skills, attention to detail, and a consultative approach to navigating multiple senior client stakeholders and evaluating complex trade-offs
Our take
High-volume legal work can be a drag for large enterprises, who end up straining their internal resources or their bottom line as they outsource the work. Ontra (previously InCloudCounsel) slides in as a solution to this problem by pairing businesses with a network of freelance corporate lawyers to manage their routine legal work in a more cost-effective way.
In addition to enterprises, the company is an attractive proposition for lawyers who want a more flexible working life than Big Law can usually offer. Ontra attempts to avoid direct confrontation with Big Law by focusing more on routine work and document management tasks.
Following Ontra's healthy investment, the company has made some pretty big strategic moves - mainly driving product growth, onboarding top people onto its Board of Directors team and acquiring smaller companies like FundFormer and Captain to improve its product capabilities.
Freddie
Company Specialist at Welcome to the Jungle
Insights
81% employee growth in 12 months
Company
Funding (2 rounds)
Oct 2021
$200m
SERIES B
Jan 2019
$40m
SERIES A
Total funding: $240m
Company benefits
- Competitive salary
- Opportunity to participate in one of Ontra’s unit-based compensation programs
- Medical, dental, and vision insurance base plans at no additional cost
- Employer-sponsored retirement plans
- Hybrid/remote work flexibility & WFH budget (equivalent of $1K USD)
- Annual professional development stipend (equivalent of $2K USD)
- 4 months of parental leave (52 weeks for UK employees)
- Unlimited vacation
- Twice-weekly lunch perk
- And much more!
Company HQ
Union Square, San Francisco, CA
Leadership
Troy Pospisil
(CEO)Majored in Economics at NYU before joining Deloitte as a Management Consultant. Was an Investment Professional at H.I.G. Capital.
Ben Levi
(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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