Customer Engagement Manager (NDA Specialist)

| Chicago, IL
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Where we work

Our team enjoys hybrid/remote flexibility and we offer employees a generous WFH budget to help create a productive and ergonomic WFH environment. If you are located in a city where we have an office, you are welcome to work from the office on a voluntary basis.

About the opportunity

The Customer Engagement Manager will be a key player on the Account Management team and will focus on core, customer-facing responsibilities, including managing the onboarding process for both project-based and enterprise customers as well as supporting Managing Directors and Directors in serving our customers. The Customer Engagement Manager will also have the opportunity to support Account Management Strategy & Operations and work cross functionally with the Marketing and Legal Partnership teams.  

The Customer Engagement Manager will report directly to the Director of Account Strategy & Operations at Ontra, and can be located in any of our U.S. locations*

What you’ll do

  • Account Onboarding: lead new project-based and enterprise customers from the initial onboarding call to full engagement 
  • Process Design: design and implement custom processes for new engagements in response to specific customer needs
  • Account Management and Marketing: work with account managers and marketing team on customer outreach strategies to ensure customer satisfaction and drive new revenue opportunities
  • Attorney Management: work with the attorney engagement team to manage the Ontra attorney community, ensuring that the attorneys remain happy and engaged
  • Product Development: work with the engineering team to translate attorney and client feedback into product improvements that will make the Ontra application work better for all users 

What you’ll bring

  • Writing: must have excellent professional writing skills
  • Diligence and attention to detail: effective project management and consistent delivery of timely, high-quality work
  • Process-oriented: enjoys designing, refining, and executing complex processes
  • Interpersonal skills: enjoys working with and talking to people, collaborating, and building relationships
  • Self-directed: an ability to manage yourself with little oversight or direction
  • Legal background: must have experience working with non-disclosure agreements and an ability to speak the legal language and empathize with both clients and attorneys
  • Preferred: 1-3 years of legal administrative or paralegal experience

About Ontra

Ontra, the global leader in Contract Automation and Intelligence, combines AI-enabled software with a global network of highly-trained lawyers to offer a comprehensive solution for recurring legal workflows. By streamlining repetitive legal processes and transforming contracts into structured data, Ontra lowers costs, improves quality, and reduces turnaround times. Ontra is headquartered in San Francisco, with global operations across North America, Europe, and Asia. We also offer remote work and location flexibility.

Learn more at www.ontra.ai.

Our benefits

  • Competitive compensation package (including salary and equity opportunity) 
  • Remote work flexibility & $1K WFH budget
  • $2K annual professional development stipend
  • Generous parental leave & other benefits
  • Unlimited PTO
  • Twice-weekly lunch perk
  • And much more!

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].

*Where we currently hire

United States

  • California (Offices: San Francisco and Los Angeles)
  • Washington D.C.
  • Connecticut
  • Florida
  • Georgia
  • Illinois
  • Massachusetts
  • Minnesota
  • New Jersey
  • Nevada
  • New York (Office: New York City)
  • Oregon
  • Pennsylvania
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington

The United Kingdom (Office: London)

Hong Kong

Singapore

All persons hired will be required to verify identity and eligibility to work in the location where they are hired and must complete required employment eligibility verification upon hire.

NOTE to External Agencies: We are not accepting any blind submissions or resumes/CVs from recruitment agencies. Any candidates sent to a member of Ontra will NOT be accepted or considered as a submission without a signed agreement in place.

#LI-Remote


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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
    • PandasLibraries
    • SpacyLibraries
    • Scikit-learnLibraries
    • NumpyLibraries
    • PandocLibraries
    • TesseractLibraries
    • Ember.jsFrameworks
    • Ruby on RailsFrameworks
    • TensorFlowFrameworks
    • PytorchFrameworks
    • KerasFrameworks
    • DaskFrameworks
    • TornadoFrameworks
    • JupyterFrameworks
    • PostgreSQLDatabases
    • RedisDatabases
    • SnowflakeDatabases
    • SegmentAnalytics
    • FigmaDesign
    • SketchDesign
    • NetlifyDesign
    • AsanaManagement
    • Pivotal TrackerManagement
    • NotionManagement
    • WordpressCMS
    • SalesforceCRM
    • LeanDataCRM
    • KlipfolioCRM
    • BizibleCRM
    • MailChimpEmail
    • MandrillEmail
    • G-suiteEmail
    • LitmusEmail
    • UnbounceEmail
    • MarketoLead Gen
    • OutreachLead Gen
    • DriftLead Gen
    • On24Lead Gen
    • SendosoLead Gen
    • GongLead Gen
    • Google AdsLead Gen

An Insider's view of Ontra

How would you describe the company’s work-life balance?

Everyone is trusted to take time off throughout the year when they want to, and they actually do take time off. I also have my Slack notifications turned off every night, on weekends, and on PTO. We’re all about finding ways to achieve ambitious goals with sustainable and healthy day-to-day processes.

Robyn

User Experience Designer

What does your typical day look like?

I spend most of my time with our customers to understand the tech-enabled legal processes currently in place and offer recommendations on products and services that will support their continued success. I work across the organization, from partnering with our attorney partners- to collaborating with the Product team to improve and scale our process

Josh

Managing Director, Account Management

What are Ontra Perks + Benefits

Culture
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
In-person all-hands meetings
In-person revenue kickoff
Employee awards
Flexible work schedule
Remote work program
Diversity
Documented equal pay policy
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Mental health benefits
Abortion travel benefits
Financial & Retirement
401(K)
Company equity
Pay transparency
Child Care & Parental Leave Benefits
Childcare benefits
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid holidays
Paid sick days
Flexible time off
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Home-office stipend for remote employees
Mother's room
Professional Development Benefits
Job training & conferences
Promote from within
Online course subscriptions available
Customized development tracks
Paid industry certifications
Personal development training

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