Operations Associate

Posted 8 Days Ago
Hiring Remotely in United States
Remote
52K-78K Annually
Entry level
Artificial Intelligence • Legal Tech • Professional Services • Software
Ontra, the leader in Contract Automation and Intelligence, combines AI with a network of talented global lawyers.
The Role
The Operations Associate supports Customer Success Managers by monitoring requests, maintaining data in Salesforce and Gainsight, compiling data, assisting with strategic initiatives, and collaborating with the Customer Success team to enhance account growth and customer journey automation.
Summary Generated by Built In

About Ontra
Ontra is the global leader in AI-powered legal technology solutions for private capital investment firms. Our Legal Operating System combines innovative, purpose-built software with a global network of experienced professionals to digitize recurring legal workflows across the full fund lifecycle. We work with the world's leading investment banks, private equity and venture capital firms, direct lenders, law firms, and service providers to reduce the time, expense, and risk associated with contract and fund management.
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.
About the opportunity
Ontra is seeking an Operations Associate reporting to our Manager of Operations and Strategy on our Customer Success Operations team.
The role is a great opportunity to be introduced to the exciting world of legal tech and our global Operations and Strategy team. The Customer Success Operations Associate will support Customer Success Managers in day-to-day responsibilities including monitoring cross-department requests, maintaining data within Salesforce/Gainsight, and compiling data requests. In this role, you will also assist with strategic initiatives, working closely with the Operations and Strategy team as well as other departments to efficiently support our customers and future company growth.
If you are looking to work cross-functionally with a global team while providing strategic customer support, we'd love to get to know you!
What you'll do

  • Drive and deliver: Maintain and provide guidance on all cross-departmental asks of the Customer Success team, communicating these to the team in a timely manner
  • Reporting: Maintain Salesforce records in collaboration with the Revenue Operations team
  • Support: Customer Success Directors on growing their accounts through various strategic initiatives
  • Collaborate: Work closely with the Customer Success Directors to enable the automation of the customer journey for our SaaS product
  • Lead fulfillment: Manage customer data requests, utilizing app data, Salesforce, and Sigma


What you'll bring

  • Experience: Sales experience, or operations experience using Salesforce/Gainsight or a similar platform preferred; interest in analytics a plus!
  • Analytics: A high level of comfort with Excel, Google Sheets, or similar tools; you love data, numbers, and figuring out how it all fits together.
  • Strong collaboration skills: Able to work effectively with a global team and across multiple departments and workstreams
  • Independence: Effective multitasking skills; comfortable juggling various tasks and adapting as priorities come up and change
  • Strong organization: You have a high-level of attention to detail and can easily maintain various projects and tasks without missing details or losing track


Pay TransparencyOntra 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.
Base Pay Range
$52,000 - $78,000 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, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington
APAC
Hong Kong, Singapore
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
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: https://bit.ly/46lVT74
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

Top Skills

Salesforce,Gainsight

What the Team is Saying

Robyn
Josh
The Company
New York, NY
350 Employees
Remote Workplace
Year Founded: 2014

What We Do

Ontra is the global leader in Contract Automation and Intelligence. The Ontra platform combines the best of artificial intelligence and software with a global network of talented lawyers to offer a complete and scalable solution for recurring legal workflows, such as processing routine contracts and tracking obligations in complex agreements. Ontra delivers purpose-built contract workflow and data management tools to easily manage obligations, answer key questions, and analyze trends and benchmarks. By streamlining repetitive legal processes and transforming contracts into data, Ontra helps customers lower costs, improve quality, reduce turnaround times, and provide actionable insights, ultimately freeing internal resources to focus on impactful and engaging work.

Ontra is headquartered in San Francisco, with global operations across North America, Europe, and Asia. Learn more at www.ontra.ai.

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Ontra Offices

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Employees work remotely.

Typical time on-site: None
New York, NY
San Francisco, CA
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