Note: The job is a remote job and is open to candidates in USA. Ontra is a leader in AI-powered solutions for the private markets, automating critical workflows across the fund lifecycle. They are seeking a Customer Success Associate to support customer onboarding, retention, and process optimization, ensuring customers derive maximum value from their Contract Automation product.
Responsibilities
- 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
- 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
- Become an Ontra app expert, staying up to date on core processes; and manage all Ontra app and Salesforce updates
- Efficiently enact the customer journey and help constantly improve the company’s customer-facing processes
Skills
- At least one year of professional work experience within the customer success or customer service spaces
- Experience within legal tech or fintech environments preferred
- You communicate in a clear, concise, and compelling way, and have excellent professional writing skills and email etiquette
- Effective project management and consistent delivery of timely, high-quality work
- You are process-oriented and are comfortable creating and maintaining systems upon which others rely, especially in a global, remote environment
- You have excellent time-management skills, can prioritize tasks appropriately, and work to streamline processes
- You have the desire and ability to rapidly learn about our customer base and their different requirements while adapting to new platforms quickly
- You seek to accurately understand and proactively meet customer needs, establishing a foundation of trust and partnership in relationships with key customer stakeholders
Benefits
- 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
Company Overview
- Ontra automates legal workflows with AI for contract and compliance management. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is https://www.ontra.ai.