Manager of Customer Success, Ontra
$115.2-172.8k
+ Eligible for unit-based equity grants
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
$115.2-172.8k
+ Eligible for unit-based equity grants
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
- If you have experience managing a CS team in the B2B SaaS space, particularly in the financial services industry, we’d love to meet you!
- Experience: 5+ years in a Customer Success role supporting a B2B SaaS product, ideally within the financial services industry, with 2+ years of experience managing a team
- Strong Communicator: Has the ability to express oneself clearly, confidently, and appropriately in various contexts and with diverse audiences
- Coaching: Invests in the development of others, fostering a culture of continuous improvement and ultimately contributing to the overall success of the organization
- Critical Thinking: Goes beyond surface-level understanding and engages in deep, logical, and rational thinking to form well-reasoned judgments and make informed decisionsStakeholder Savvy: Possesses a deep understanding of the importance of stakeholders in a project and actively works to build positive relationships and engage with them effectively
- Naturally Curious: Asks questions and seeks out new information, often delving deeper into a subject to gain a more complete understanding; willing to consider different perspectives (even if they don't align with their own)
- Organized and process-oriented: Able to break down complex projects into smaller, manageable tasks, and create a structured plan with clear timelines and milestones; prioritizes systematic approaches, efficiency, and consistency in their work
What the job involves
- Ontra is seeking a Manager, Customer Success to join its growing Customer Success (CS) team
- Reporting to the Director of Customer Success, this person will lead and develop a team of Customer Success Managers responsible for adoption, engagement, advocacy, renewal, and expansion efforts for our Insight product
- This role is a great opportunity for someone looking to support Ontra’s efforts to build and maintain a high-performing team while improving processes and owning cross-functional work to support the daily operations of the CS function
- Lead a team of high-performing Customer Success Managers, ensure they are hitting both individual and team goals, and serve as a point of escalation for any ongoing issues
- Hire and train new Customer Success Managers as the team continues to scale
- Collaborate with Product, Finance, Sales, Revenue Operations, and Legal Partnerships to support the day-to-day operations of the CS team
- Identify opportunities to improve and evolve the CS function in an effort to better support our SaaS products
- Attend client meetings in New York City up to four times a year, with additional ad-hoc trips 1-2 times a year
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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