Full-Time

Customer Success Manager

Confirmed live in the last 24 hours

Ontra

Ontra

201-500 employees

AI-powered legal process automation for investment firms

AI & Machine Learning
Financial Services
Legal

Compensation Overview

$76.8k - $107.2kAnnually

+ Equity Grants + Commission

Junior, Mid

Remote in USA

Currently 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.ai automates legal processes for investment firms using AI-powered software. It streamlines the intake, negotiation, and execution of routine contracts, allowing legal teams to focus on more strategic work. The company stands out by offering specialized solutions tailored to the private markets and has a strong client base, including Blackstone. Ontra's goal is to transform legal workflows throughout the fund lifecycle, enhancing efficiency 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

  • Growing demand for AI-driven contract management in private equity boosts Ontra's market potential.
  • Integration of GPT-4 enhances Ontra's contract analysis and negotiation accuracy.
  • Ontra's global network of attorneys offers specialized solutions for asset management and healthcare.

What critics are saying

  • Emerging legal tech startups could erode Ontra's market share.
  • Potential biases in GPT-4 may affect the reliability of Ontra's solutions.
  • Reliance on freelance legal professionals poses risks to service quality and consistency.

What makes Ontra unique

  • Ontra combines AI with experienced attorneys for contract automation and intelligence.
  • The company serves over 600 investment firms, including Blackstone and AllianceBernstein.
  • Ontra's AI-enabled software automates routine contracts, freeing legal teams for strategic tasks.

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