[Remote] Customer Success Associate

Note: The job is a remote job and is open to candidates in USA. Ontra is the leader in AI-powered solutions for the private markets, and they are seeking a Customer Success Associate to support their Contract Automation Customer Success team. The role involves customer onboarding, retention, and process optimization to enhance customer satisfaction and product utilization.

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
• 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
• Excellent time-management skills
• Ability to prioritize tasks appropriately and work to streamline processes
• Desire and ability to rapidly learn about our customer base and their different requirements
• Ability to adapt to new platforms quickly
• Seek to accurately understand and proactively meet customer needs
• Establish a foundation of trust and partnership in relationships with key customer stakeholders
• Experience within legal tech or fintech environments

Benefits

• Remote-first working policy, with office hubs 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
• Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program
• Various options for medical, dental, and vision insurance

Company Overview