[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 Ontra automates legal workflows with AI for contract and compliance management. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is