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About Ontra
Ontra is the global leader in AI legal tech for private markets. Powered by industry-leading AI, data from 1M+ contracts, and a global network of legal professionals, Ontra's private markets technology platform streamlines and optimizes critical legal and compliance workflows across the full fund lifecycle. Ontra’s purpose-built solutions automate contracts, streamline obligation management, digitize entity management, and surface insights. Trusted by more than 800 global GPs, investment banks, law firms, and advisors - including nine of the top ten PEI-ranked firms worldwide - Ontra helps firms focus on what’s important to them.

Our Culture
Ontra is a remote-first company that values the power of connection. We find innovative ways to stay connected, both virtually and in person. By promoting ownership, inspiring creativity, and championing collaboration, Ontra enables you to shape your impact and growth. Our commitment to innovation extends beyond our technology; it’s embedded in our culture, and AI plays a crucial role in everything we do.

Our culture is one where belonging is the cornerstone of every interaction, rooted in acceptance and respect for all. Our commitment to inclusion begins at the application process, ensuring a fair and equitable hiring experience that values the unique contributions you bring from day one.

About the Role

Ontra is seeking a Customer Success Manager, Investment Banking reporting to our Managing Director, Customer Success.

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 enhance customer relationships, maximize investment value, and drive customer retention and growth within our new Investment Banking vertical.

If you are a proactive and detail-oriented communicator who excels in relationship building, adapts swiftly to change, and thrives in contributing strategically to overall business growth, we’d love to get to know you!

What You’ll Do

Customer Engagement: Conduct daily customer success activities, including meetings, issue resolution, and preparation of materials to ensure clients maximize their investment value.
Account Management: Oversee account configuration and maintenance, ensuring all customer-specific data requests and automations are fulfilled effectively.
Cross-functional Collaboration: Work closely with Sales, Customer Success, lawyer network, and Product Operations to enhance customer relationships and address account-specific challenges.
Operational Execution: Perform CRM updates, review customer calls, and manage task-related operations to streamline processes and enhance efficiency.
Status Monitoring: Engage in regular discussions with customer success managers and team leads to update on customer progress and address any concerns.
Continuous Learning: Participate in training sessions and enablement discussions to stay updated with best practices and industry developments.

What You’ll Bring

Experience: 2+ years of experience in customer success, business development, or account management.
Strategic Understanding: Familiarity with strategic customer success or business development practices.
Legal Acumen: Paralegal, legal or investment banking experience for understanding client requirements and industry nuance preferred; exposure to non-disclosure agreements a plus.
Communication Skills: Possess excellent written and verbal communication for effectively conveying information and collaborating with clients and team members.
Organizational Skills: Demonstrate strong organizational capabilities to manage multiple tasks and priorities efficiently.
Excellent Attention to Detail: Exhibit diligence and a high level of attention to detail to ensure accuracy in all aspects of work.
Initiative and Adaptability: Be a self-starter who can quickly learn and execute tasks in a dynamic and agile environment, driven by a growth mindset.

Pay Transparency
Ontra takes individual candidate location, experience, and skills into consideration when determining compensation. The base pay range is listed below. Additionally, all positions are eligible for unit-based equity grants.

Some positions may be eligible for additional compensation, such as commission or other variable compensation structures, which is not included in the below base pay range.

If you are selected to participate in our interview process, your Talent Acquisition Partner will share more details about the total compensation package for the role.

Base Pay Range

$76,800—$107,200 USD

Hiring LocationsWe currently hire exclusively in the locations listed below. Select jobs may have more specific location requirements due to business needs.

United StatesArizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington

APACHong Kong

EMEAUnited Kingdom

Benefits Snapshot

Remote-first working policy, with office hubs in SF, NYC, Santa Barbara, and London
Twice yearly team offsites for in-person collaboration
Paid flexible time off policy
Paid parental leave and benefits
Employer-supported retirement contributions, varying by country
Monthly phone and internet reimbursement
Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program
Various options for medical, dental, and vision insurance

Travel Occasional travel is required for Ontra employees, including typically at least twice per year to attend team and larger group off-sites for in-person collaboration. For some roles, additional travel may be required based on the requirements of the role and business need.

InclusivityOntra is committed to the full inclusion of all qualified individuals. As part of this commitment, Ontra will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact people@ontra.ai.

Personnel Privacy Notice: View here.

Note on Employment Verification: All employees hired will be required to verify identity and eligibility to work in their particular location.

Note to External Agencies: We are not accepting any blind submissions or resumes/CVs from recruitment agencies. Any candidates sent to Ontra will NOT be accepted or considered as a submission without a signed agreement in place.

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Customer Success Manager - Investment Banking

Customer Success Manager

Investment Banking

Ontra

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