Senior Customer Success Manager, Ontra
$100-140k
More information about location
AI-powered contract automation for private markets
Job no longer available
AI-powered contract automation for private markets
501-1000 employees
Job no longer available
$100-140k
More information about location
501-1000 employees
Company mission
To clear the operational fog for GPs by transforming unstructured information into insight, action, and automation.
Role
Who you are
- Experience: 5+ years of customer success experience, including at least 3 years in an enterprise CSM role. Experience in either B2B SaaS or private markets (e.g., financial services, asset management, or similar) strongly preferred. Proven ability to navigate complex customer relationships and translate business requirements into actionable success plans
- Strong communicator and executive presence: Exceptional verbal and written communication skills. Confident in leading client-facing meetings and presentations with diverse, senior-level stakeholders
- Relationship management skills: Skilled at building and maintaining trusted relationships with decision-makers and influencers, including C-suite executives
- Intellectual curiosity and teaching skills: Naturally curious, with the ability to quickly learn complex concepts and distill them into clear, engaging customer communications and trainings
- Industry interest: Experience with and/or interest in legal contracts, legal technology, and the private funds space
What the job involves
- Reporting to our Manager of 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 establish a trusted partnership, enabling companies to 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 proactively seek to meet their needs
- 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
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
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
- 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.
Share this job
View 12 more jobs at Ontra