Customer Success Associate, Ontra
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
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 consider yourself proactive, energetic, and self-driven, and are looking to grow your customer success career in a fast-paced environment, then we’d love to hear from you!
- Experience: At least one year of professional work experience within the customer success or customer service spaces; experience within legal tech or fintech environments preferred
- Verbal & written communication: you communicate in a clear, concise, and compelling way, and have excellent professional writing skills and email etiquette
- Diligence and attention to detail: effective project management and consistent delivery of timely, high-quality work
- Organization: you are process-oriented and are comfortable creating and maintaining systems upon which others rely, especially in a global, remote environment
- Efficiency: you have excellent time-management skills, can prioritize tasks appropriately, and work to streamline processes
- Desire to learn: you have the desire and ability to rapidly learn about our customer base and their different requirements while adapting to new platforms quickly
- Relationship management: you seek to accurately understand and proactively meet customer needs, establishing a foundation of trust and partnership in relationships with key customer stakeholders
What the job involves
- Ontra is seeking a Customer Success Associate (CSA) to join our rapidly growing company
- The CSA will be a key player on the Contract Automation Customer Success team and will support the team across all accounts on projects, tasks, issue resolution, and deliverables such that it allows us to drive the most value for our customers
- Customer Onboarding & Adoption: support the speedy onboarding of customers and their implementation of our Contract Automation product; support the department in increasing the adoption and utilization of Ontra’s CA product and its features
- Retention & Expansion: contribute to the department’s retention and expansion goals by assisting with elements of the customer journey and by helping our Contract Automation customers find value in our CA solution
- Ontra App and Salesforce: become an Ontra app expert, staying up to date on core processes; and manage all Ontra app and Salesforce updates
- Process optimization: efficiently enact the customer journey and help constantly improve the company’s customer-facing processes
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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