About Ontra
Ontra is the global leader in AI legal tech for private markets. Powered by industry-leading AI, data from 1M+ contracts, and a global network of legal professionals, Ontra's private markets technology platform streamlines and optimizes critical legal and compliance workflows across the full fund lifecycle. Ontra’s purpose-built solutions automate contracts, streamline obligation management, digitize entity management, and surface insights. Trusted by more than 800 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 to them.
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, with a preference for candidates in Central or Eastern time zones.
About the opportunity
Ontra is seeking a Manager, Customer Success to join its growing Customer Success (CS) team.
Reporting to the Director of Customer Success, this person will lead and develop a team of Customer Success Managers responsible for adoption, engagement, advocacy, renewal, and expansion efforts for our Insight product. This role is a great opportunity for someone looking to support Ontra’s efforts to build and maintain a high-performing team while improving processes and owning cross-functional work to support the daily operations of the CS function.
If you have experience managing a CS team in the B2B SaaS space, particularly in the financial services industry, we’d love to meet you!
What you’ll do
- Lead a team of high-performing Customer Success Managers, ensure they are hitting both individual and team goals, and serve as a point of escalation for any ongoing issues
- Hire and train new Customer Success Managers as the team continues to scale
- Collaborate with Product, Finance, Sales, Revenue Operations, and Legal Partnerships to support the day-to-day operations of the CS team
- Identify opportunities to improve and evolve the CS function in an effort to better support our SaaS products
- Attend client meetings in New York City up to four times a year, with additional ad-hoc trips 1-2 times a year
What you’ll bring
- Experience: 5+ years in a Customer Success role supporting a B2B SaaS product, ideally within the financial services industry, with 2+ years of experience managing a team
- Strong Communicator: Has the ability to express oneself clearly, confidently, and appropriately in various contexts and with diverse audiences
- Coaching: Invests in the development of others, fostering a culture of continuous improvement and ultimately contributing to the overall success of the organization
- Critical Thinking: Goes beyond surface-level understanding and engages in deep, logical, and rational thinking to form well-reasoned judgments and make informed decisionsStakeholder Savvy: Possesses a deep understanding of the importance of stakeholders in a project and actively works to build positive relationships and engage with them effectively
- Naturally Curious: Asks questions and seeks out new information, often delving deeper into a subject to gain a more complete understanding; willing to consider different perspectives (even if they don't align with their own)
- Organized and process-oriented: Able to break down complex projects into smaller, manageable tasks, and create a structured plan with clear timelines and milestones; prioritizes systematic approaches, efficiency, and consistency in their work
Pay Transparency
Ontra takes individual candidate location, experience, and skills into consideration when determining compensation. The base pay range is listed below. Additionally, all positions are eligible for unit-based equity grants.
Some positions may be eligible for additional compensation, such as commission or other variable compensation structures, which is 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.
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, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Oregon, Pennsylvania, 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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What We Do
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.
Why Work With Us
We’re a team of builders, innovators, and problem-solvers. We operate with the agility of a startup and the impact of an industry leader. If you’re driven by purpose, powered by curiosity, and excited to transform how business gets done, Ontra is where you’ll do your best work.
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