Team Lead Customer Success Associates, Ontra
$92.8-139.2k
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
$92.8-139.2k
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 Level: 2 or more years of experience in enablement, project management, customer success, or people management roles
- Customer Success Tools: Familiarity with Gainsight or similar customer success software is preferred
- Industry Experience: Experience in the legal technology or financial technology sectors is highly advantageous
- Technical Proficiency: Ideally skilled in using tools such as Jira, Salesforce, and Zendesk
What the job involves
- Ontra is seeking a Team Lead, Customer Success Associates reporting to our Vice President, Customer Success, CA
- For this job, we are currently only hiring candidates based in the United States. For more information on where we employ, please see below
- We’re looking for someone excited to lead and mentor our CSA team, enhance customer relationships by optimizing their experience with the Contract Automation product, and drive continuous improvement within the Ontra suite of products
- If you are someone who possesses the skills to inspire and develop team members, coupled with exceptional organizational talents to navigate a fast-paced environment, we’d love to get to know you!
- Team Leadership: Lead and mentor a team of early-career associates, providing actionable feedback to support their professional growth and development
- Process Improvement: Identify and implement potential enhancements in processes using a solutions-focused approach to drive efficiency and effectiveness
- Technology Utilization: Employ tools and technology to enhance workflow visibility and streamline team operations for optimal results
- Quality Assurance: Ensure the CSA team delivers high-quality, consistent, and accurate output, collaborating with Customer Success Managers and enablement teams to address and close identified gaps
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.
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