Job Description
About Ontra
Ontra is the leader in AI-powered solutions for the private markets. Powered by industry-leading AI, data from over 2 million contracts, and a global network of legal professionals, Ontra automates critical private market workflows across the fund lifecycle. Ontra’s solutions transform unstructured data trapped in static documents into actionable intelligence, enabling firms to accelerate contracts, streamline compliance, and automate entity management. Trusted by more than 1,000 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.
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.
For this job, we are currently only hiring candidates based in the United States. For more information on where we employ, please see below.
About the Role
Ontra is seeking a Manager, Onboarding to join our growing Client Onboarding team.
We’re looking for someone excited to lead and inspire a team of high-performing Onboarding Managers, drive the evolution of a data-driven onboarding process, and foster cross-functional collaboration to accelerate customer success and seamlessly integrate new product launches.
If you are a strategic, analytical leader passionate about building scalable onboarding programs and empowering teams, we’d love to get to know you!
What You’ll Do
- Team Leadership: Guide and develop a high-performing team of Onboarding Managers, focusing on skill enhancement and professional growth.
- Data-Driven Evolution: Transform the onboarding function by leveraging data insights to improve performance and integration across various business functions.
- Cross-Functional Collaboration: Work closely with different departments to streamline onboarding processes and support seamless integration of new product launches.
- Customer Success Acceleration: Develop strategies to reduce customers’ time-to-value.
- Complex Scenario Guidance: Provide support and solutions for complex onboarding situations, ensuring effective problem resolution and customer satisfaction.
- Enablement and Training: Identify and address skill gaps by providing targeted training and resources to the team for continuous improvement.
What You’ll Bring
- Experience: 7+ years of professional experience, with at least 3 years in a similar role such as Manager or Lead in Customer Onboarding.
- Systems & Operational Mastery: Extensive experience with Gainsight, ChurnZero, or Totango for building playbooks, configuring health scores, and driving team adoption of a centralized “Source of Truth” system.
- CRM Proficiency: Advanced knowledge of Salesforce or a similar CRM platform to manage sales handoffs and ensure data integrity throughout the customer lifecycle.
- Process Engineering: Proven ability to map and automate complex workflows, translating them into repeatable and efficient internal processes.
- New Product Introduction: Experience in developing onboarding strategies for new product launches, particularly focusing on “Time to First Value” (TTFV) and specialized implementation tracks.
Pay Transparency
Ontra takes individual candidate location, experience, and skills into consideration when determining compensation. The base pay range is listed below.
Some positions may be eligible for additional compensation, such as commission, variable compensation, profits interest units, or other equity-based compensation, which are 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
$124,000—$186,000 USD
Hiring Locations We currently hire exclusively in the locations listed below. Select jobs may have more specific location requirements due to business needs.
United States Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, Washington
APAC Hong Kong
EMEA United 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.
Inclusivity Ontra 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 [email protected].
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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