[Remote] Customer Success Associate

Note: The job is a remote job and is open to candidates in USA. Ontra is a leader in AI-powered solutions for the private markets, automating critical workflows across the fund lifecycle. They are seeking a Customer Success Associate to support customer onboarding, retention, and process optimization, ensuring customers derive maximum value from their Contract Automation product.ResponsibilitiesSupport the speedy onboarding of customers and their implementation of our Contract Automation productSupport the department in increasing the adoption and utilization of Ontra’s CA product and its featuresContribute 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 solutionBecome an Ontra app expert, staying up to date on core processes; and manage all Ontra app and Salesforce updatesEfficiently enact the customer journey and help constantly improve the company’s customer-facing processesSkillsAt least one year of professional work experience within the customer success or customer service spacesExperience within legal tech or fintech environments preferredYou communicate in a clear, concise, and compelling way, and have excellent professional writing skills and email etiquetteEffective project management and consistent delivery of timely, high-quality workYou are process-oriented and are comfortable creating and maintaining systems upon which others rely, especially in a global, remote environmentYou have excellent time-management skills, can prioritize tasks appropriately, and work to streamline processesYou have the desire and ability to rapidly learn about our customer base and their different requirements while adapting to new platforms quicklyYou seek to accurately understand and proactively meet customer needs, establishing a foundation of trust and partnership in relationships with key customer stakeholdersBenefitsRemote-first by design, with regular in-person gatherings and hub spaces in NYC, Santa Barbara, and LondonTwice yearly team offsites for in-person collaborationPaid flexible time off policyPaid parental leave and benefitsEmployer-supported retirement contributions, varying by countryMonthly phone and internet reimbursementPick Your Perk stipend to spend on what matters most to you, from well-being and gym memberships, to home office setup, student loans, pet care, and moreCompany-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding programVarious options for medical, dental, and vision insuranceCompany OverviewOntra 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 https://www.ontra.ai.



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