Senior Customer Success Manager, Ontra
Investment Banking
$100-140k
Offers Equity • Offers Bonus
More information about location
AI-powered contract automation for private markets
Be an early applicant
AI-powered contract automation for private markets
501-1000 employees
Be an early applicant
$100-140k
Offers Equity • Offers Bonus
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
- This is a great opportunity for someone with excellent communication and interpersonal skills, and an interest in working with top investment banks using industry-leading legal solutions
- We’re looking for someone excited to champion customer satisfaction, nurture long-lasting relationships, and strategize to maximize client experience
- Industry Experience: 3+ years of experience in an investment banking environment or law firm is strongly preferred
- Candidates with 4+ years of customer-facing experience in the financial services industry will also be considered, ideally with exposure to non-disclosure agreements and other routine deal-related documentation
- Written/verbal communication: You can communicate effectively in person, over Zoom and the phone, and via email with diverse stakeholders from a variety of backgrounds
- Adaptability and Initiative: You think about how the contributions of the customer success function impact the company, and are a self-starter with the ability to learn and execute quickly in a dynamic environment
- Communication skills: You are an expert at distilling complex technical concepts into digestible language for customer-facing communication and training
- Attention to detail: You have a keen ability to notice even the smallest errors and are committed to ensuring accuracy and precision in everything you do
- Interest in in-person connection: You are willing and able to travel up to twice per quarter to major U.S. cities to conduct in-person meetings with customers and key contacts
What the job involves
- Ontra is seeking a Senior Customer Success Manager to join its growing Investment Banking team!
- Reporting to our Managing Director of Customer Success, you will serve as a subject matter expert in customer retention, lawyer management, and growth within our Investment Banking vertical
- You will act as a client advocate to ensure that our customers can achieve positive business outcomes throughout their partnership with Ontra
- Proactive, energetic, and self-driven, you will strive to understand our customers within the investment banking industry and work to be a trusted solutions-based partner so that customers stay and grow with Ontra
- Collaboration: Work closely with other Customer Success Managers and cross-functionally with Customer Success, Sales, our Lawyer Network, and Product Operations to enhance customer relationships, support the day-to-day operations of the Customer Success team, and address account-specific challenges
- Customer journey management: Proactively manage and execute tasks throughout the customer journey to enhance client satisfaction and engagement, including facilitating the onboarding process for new customers
- Relationship management: Manage multiple client stakeholders and establish a foundation of trust and partnership in relationships via remote and in-person communication; accurately understand and proactively meet customer needs
- Operations and Enablement: Update customer success management tools such as Gainsight, conduct customer call reviews using platforms such as Gong, and engage in training conversations for continuous improvement
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 that 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 launches include AI tools for credit management, due diligence questionnaires, and human-in-the-loop KYC services. Alongside this, it acquired some serious funding in 2025, putting it in a 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.
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