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.
About the Role
Ontra is seeking a Team Lead, Customer Success Associates reporting to our Vice President, Customer Success, CA.
For this job, we are currently only hiring candidates based in the United States. For more information on where we employ, please see below.
We’re looking for someone excited to lead and mentor our CSA team, enhance customer relationships by optimizing their experience with the Contract Automation product, and drive continuous improvement within the Ontra suite of products.
If you are someone who possesses the skills to inspire and develop team members, coupled with exceptional organizational talents to navigate a fast-paced environment, we’d love to get to know you!
What You’ll Do
- Team Leadership: Lead and mentor a team of early-career associates, providing actionable feedback to support their professional growth and development.
- Process Improvement: Identify and implement potential enhancements in processes using a solutions-focused approach to drive efficiency and effectiveness.
- Technology Utilization: Employ tools and technology to enhance workflow visibility and streamline team operations for optimal results.
- Quality Assurance: Ensure the CSA team delivers high-quality, consistent, and accurate output, collaborating with Customer Success Managers and enablement teams to address and close identified gaps.
What You’ll Bring
- Experience Level: 2 or more years of experience in enablement, project management, customer success, or people management roles.
- Customer Success Tools: Familiarity with Gainsight or similar customer success software is preferred.
- Industry Experience: Experience in the legal technology or financial technology sectors is highly advantageous.
- Technical Proficiency: Ideally skilled in using tools such as Jira, Salesforce, and Zendesk.
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
$92,800—$139,200 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 by design, with regular in-person gatherings and hub spaces in 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
- Pick Your Perk stipend to spend on what matters most to you, from well-being and gym memberships, to home office setup, student loans, pet care, and more
- 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.
#BI-Remote
#LI-Remote
