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Ontra

Automates legal workflows for investment firms

Account Director - Corporate Lawyer

Account ManagementConfirmed live in the last 24 hours
Full-timeRemote in USA$150k - $175k /yr

About the Job

Requirements

  • At least 8 years of experience selling enterprise business-to-business technology, preferably AI-native products, AI-enabled services, or professional services, including engagement with legal, compliance, and finance stakeholders; alternatively, 3–4 years as a corporate attorney, ideally in private funds, private equity, mergers and acquisitions, or leveraged finance/credit, seeking to transition into a client-facing business role.
  • Proficiency with Salesforce and GSuite.
  • Experience with Outreach or SalesLoft and LinkedIn Sales Navigator.
  • Comfort working autonomously and collaboratively, and receptiveness to coaching and feedback.
  • Ability to learn new concepts quickly and communicate them efficiently.
  • Entrepreneurial, hunter mindset; enjoys networking, finding new customers, and building systems that are not yet in place.
  • Organizational skills, including prioritization and time management.
  • Strong verbal and written communication skills and ability to command an audience.

Responsibilities

  • Become fluent in Ontra's AI-native products and services and position solutions that address customer needs.
  • Own and manage a pipeline of expansion opportunities from discovery through close, using the MEDDICC sales framework.
  • Drive revenue growth by identifying, qualifying, pitching, and closing cross-sell and upsell opportunities within existing customer accounts.
  • Adapt to evolving go-to-market initiatives and help validate new products, services, and market opportunities.
  • Partner with Customer Success and Business Development to identify expansion opportunities, develop account strategies, and deliver a seamless customer experience.

Desired Qualifications

  • Experience selling enterprise business-to-business technology involving AI-native products, AI-enabled services, or professional services is preferred.
  • Corporate attorney experience in private funds, private equity, mergers and acquisitions, or leveraged finance/credit is ideally suited to the alternative background path.

About the Company

Ontra

Automates legal workflows for investment firms

Ontra provides AI-powered tools that automate legal workflows for investment firms, especially in private markets. It uses an AI-enabled operating system to handle routine contract work—from intake and negotiation to execution—while coordinating a global network of freelance legal professionals to perform human tasks when needed. It also offers contract obligation compliance services to ensure clients meet their legal obligations. Compared with others, Ontra combines domain-focused automation for private market funds with access to a scalable pool of freelance lawyers and tailored solutions aligned to each client’s investment strategy, giving legal teams more time for higher-value work. The company’s goal is to streamline the fund lifecycle’s legal processes, reduce manual effort, and maintain compliance, so investment firms can operate more efficiently and focus on strategic initiatives.

Company size
501-1,000
Company stage
Debt Financing
Total funding
$310M
Headquarters
San Francisco, CA
Founded
2014

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