Full-Time

Customer Success Manager

Updated on 12/2/2024

Ontra

Ontra

201-500 employees

AI solutions for automating legal processes

AI & Machine Learning
Financial Services
Legal

Compensation Overview

$76.8k - $107.2kAnnually

+ Equity Grants + Commission

Junior, Mid

United States

Only hiring candidates based in the United States.

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Requirements
  • 2+ years in customer success, with a preference for backgrounds in law firms, legal tech companies, or B2B SaaS focused on asset management or investment banking.
  • Excellent written and verbal communication abilities, essential for effective client interactions and collaborative teamwork.
  • Highly organized and detail-oriented, capable of managing multiple tasks and projects efficiently.
  • Strong relationship-building capabilities, with an enjoyment of fostering and maintaining customer relationships.
  • Self-starter with the ability to learn and execute quickly in a dynamic and agile environment, demonstrating a growth mindset.
  • Ability to think about the business at large and how your contributions impact the company.
Responsibilities
  • Efficiently facilitate the onboarding process for new customers joining the low-touch program, ensuring a smooth transition.
  • Prepare customer materials, conduct bi-annual check-ins and executive business reviews, fulfill data requests, and manage account configuration tasks such as setting up auto-emails and maintaining invoice groups and saved reports.
  • Effectively manage and execute tasks throughout the customer journey to enhance the customer experience and engagement.
  • Work closely with Sales, the Legal Network, and Product Operations to address and resolve any issues pertaining to lawyers on staffed accounts.
  • Perform operational tasks such as CRM updates in Gainsight, conducting customer call reviews through Gong when applicable, and engaging in various related responsibilities to ensure scalability and customer engagement.
  • Engage in status discussions, collaborate with fellow customer success managers and Customer Success leadership, and contribute to training and ongoing enablement development initiatives.

Ontra provides AI-powered solutions designed to automate legal processes specifically for investment firms. Its software streamlines the intake, negotiation, and execution of routine contracts, such as Non-Disclosure Agreements (NDAs), by leveraging a global network of freelance legal professionals. This automation allows legal teams to concentrate on more strategic tasks rather than routine paperwork. Ontra also offers services to ensure compliance with contract obligations, tailoring its solutions to the unique needs of each client in the private markets. Unlike its competitors, Ontra has a strong focus on the investment sector, which is reflected in its specialized offerings and the fact that high-profile clients like Blackstone have not only used its services but also invested in the company. The goal of Ontra is to transform legal workflows throughout the entire fund lifecycle, enhancing efficiency and effectiveness for its clients.

Company Stage

Series B

Total Funding

$233.5M

Headquarters

San Francisco, California

Founded

2014

Growth & Insights
Headcount

6 month growth

4%

1 year growth

7%

2 year growth

11%
Simplify Jobs

Simplify's Take

What believers are saying

  • Ontra's client base includes 9 of the top 10 PEI-ranked firms, indicating strong market validation and growth potential.
  • The recent appointment of experienced leaders like John Lofy and Leslie Olsen suggests a focus on enhancing customer success and marketing strategies.
  • Integration of advanced AI technologies like GPT-4 positions Ontra at the forefront of legal tech innovation, potentially attracting more high-profile clients.

What critics are saying

  • The legal tech market is highly competitive, with numerous players vying for market share, which could impact Ontra's growth.
  • Dependence on freelance legal professionals may pose challenges in maintaining consistent service quality and compliance.

What makes Ontra unique

  • Ontra's AI-powered legal operating system is specifically tailored for private markets, setting it apart from more generalized legal tech solutions.
  • The integration of OpenAI's GPT-4 into Ontra Synapse enhances its AI capabilities, providing a competitive edge in automating complex legal workflows.
  • Ontra's global network of freelance legal professionals allows for scalable and flexible contract management, unlike competitors who rely solely on in-house teams.

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