[Remote] Customer Success Associate

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