Customer Success Associate, Ontra
Contract Automation and Intelligence for asset management firms
Open for applications
Contract Automation and Intelligence for asset management firms
201-500 employees
Open for applications
201-500 employees
Company mission
To change the way legal services are delivered to enterprises.
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
High-volume legal work can be a drag for large enterprises, who end up straining their internal resources or their bottom line as they outsource the work. Ontra (previously InCloudCounsel) slides in as a solution to this problem by pairing businesses with a network of freelance corporate lawyers to manage their routine legal work in a more cost-effective way.
In addition to enterprises, the company is an attractive proposition for lawyers who want a more flexible working life than Big Law can usually offer. Ontra attempts to avoid direct confrontation with Big Law by focusing more on routine work and document management tasks.
Following Ontra's healthy investment, the company has made some pretty big strategic moves - mainly driving product growth, onboarding top people onto its Board of Directors team and acquiring smaller companies like FundFormer and Captain to improve its product capabilities.
Freddie
Company Specialist
Insights
Company
Funding (2 rounds)
Oct 2021
$200m
SERIES B
Jan 2019
$40m
SERIES A
Total funding: $240m
Company benefits
- Competitive salary
- Opportunity to participate in one of Ontra’s unit-based compensation programs
- Medical, dental, and vision insurance base plans at no additional cost
- Employer-sponsored retirement plans
- Hybrid/remote work flexibility & WFH budget (equivalent of $1K USD)
- Annual professional development stipend (equivalent of $2K USD)
- 4 months of parental leave (52 weeks for UK employees)
- Unlimited vacation
- Twice-weekly lunch perk
- And much more!
Company values
- Respect - We believe in candid, empathetic communication at all times.
- Accountability - We follow through on commitments to ourselves and each other.
- Improvement - We innovate the way that we work and the products/services we deliver.
- Openness - We encourage transparency with our team, customers, and partners.
- Results - We expect productivity over activity.
Company HQ
Union Square, San Francisco, CA
Articles
Leadership
Troy Pospisil
(CEO)Majored in Economics at NYU before joining Deloitte as a Management Consultant. Was an Investment Professional at H.I.G. Capital.
Ben Levi
(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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