Ontra

πŸ‘₯ 101-250πŸ’° $200,000,000 Series B over 3 years agoLegal TechDocument ManagementInformation TechnologyLegalSoftwareπŸ’Ό Private Company
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Ontra is a leading provider of AI-powered legal technology and services for the private markets. We offer a comprehensive platform that streamlines and optimizes critical legal and compliance workflows across the entire fund lifecycle, automating contracts, managing obligations, digitizing entity management, and delivering actionable insights. Trusted by over 800 global general partners, investment banks, and law firms, including nine of the top ten PEI-ranked firms, Ontra helps clients reduce costs, mitigate risks, and focus on strategic initiatives. Our technology stack utilizes industry-leading AI, data from over 1 million contracts, and a global network of legal professionals. Our engineering team employs a modern tech stack including Ruby on Rails and React, emphasizing agile development practices and a collaborative, remote-first culture. We foster a supportive environment that values innovation, ownership, and continuous learning. We encourage our engineers to mentor each other, building upon our shared passion for creating high-quality, scalable, and robust systems. Ontra is a remote-first company with a global presence across North America, Europe, and Asia. We value connection and foster a strong sense of community, organizing regular virtual and in-person team events. We're proud of our inclusive culture and commitment to diversity and equality. We are backed by significant funding and are experiencing rapid growth, making this an exciting time to join our team. With a Series B funding round in 2021, Ontra continues to expand its capabilities and market reach. Our focus on AI-driven solutions, coupled with a deep understanding of the private markets landscape, positions us for continued success and offers exciting growth opportunities for our employees.

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πŸ“ United States, Hong Kong, United Kingdom

πŸ” AI Legal Tech

  • 5+ years of full stack product management experience, covering both backend and frontend responsibilities.
  • Demonstrated ability to work with APIs in previous roles.
  • Comfort with data architecture and designing data models
  • Aptitude for understanding and communicating technical concepts, and experience leading teams developing technical products
  • Experience designing and building technical integrations between products and systems.
  • A systems thinker with a growth mindset, excited to navigate a dynamic set of technical challenges.
  • Contribute to building the Ontra Platform's foundation to unify products, drive R&D efficiencies, and accelerate time to market for new launches.
  • Enhance the Document Repository to support all Ontra products, introduce new features, and scale AI Chat into a global AI search functionality.
  • Lead the product development team in executing the product roadmap through regular standups, planning, grooming, retrospectives, and demos.
  • Work with cross-functional teams to break down problems and define viable solutions for product challenges.
  • Socialize strategies with internal stakeholders to ensure alignment and gather feedback for continuous improvement.
  • Gather customer insights and stay informed on industry trends to integrate relevant learnings into product strategy.

Backend DevelopmentLeadershipProject ManagementFrontend DevelopmentFull Stack DevelopmentProduct ManagementCross-functional Team LeadershipProduct DevelopmentProduct AnalyticsAPI testingCommunication SkillsAnalytical SkillsAgile methodologiesRESTful APIsStakeholder managementStrategic thinkingData modeling

Posted 10 days ago
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πŸ“ United States, Hong Kong, United Kingdom

  • 5+ years in marketing operations with experience optimizing campaign execution and automation.
  • 2+ years of hands-on experience with Marketo and Salesforce.
  • Proven ability in lead lifecycle management, including lead scoring, routing, and attribution.
  • Strong skills in data management to ensure database hygiene, segmentation accuracy, and reporting integrity.
  • Understanding of global compliance regulations, such as GDPR and CAN-SPAM, and best practices for email governance.
  • Oversee the setup, execution, and optimization of marketing campaigns across multiple channels, ensuring timelines are met and operations run smoothly.
  • Improve efficiency and impact of campaigns by optimizing marketing automation workflows and processes.
  • Strengthen data quality and establish robust reporting systems to enhance decision-making capabilities within the team.
  • Foster effective collaboration between marketing, sales, and external vendors to ensure cohesive campaign strategies and executions.
  • Address and resolve unexpected issues in real-time to ensure minimal disruption in campaign performance and operations.
  • Ensure all marketing activities adhere to global governance standards and best practices.

SalesforceComplianceCRMData management

Posted 10 days ago
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πŸ“ United States, Hong Kong, United Kingdom

πŸ’Έ 264000.0 - 396000.0 USD per year

πŸ” AI Legal Tech

  • 10+ years in data analysis/science with 5+ years building and managing teams, preferably at high-growth companies
  • Proficiency in Sigma, Looker, Tableau, Mixpanel, and Segment or other data visualization tools
  • A strong background using SQL and Python to manipulate and analyze data
  • The ability to articulate complex data concepts and insights to technical and non-technical stakeholders of various levels throughout the organization
  • The ability to ensure data accuracy and reliability in all analyses across your teams
  • Lead Data Team: Lead and develop a high-performing data organization, including data engineers, analysts, and scientists. Define team goals, mentor talent, and foster career development and growth.
  • Define Data Vision and Strategy : Define the company’s data vision and strategy as an AI-first product company, and translate the strategy into actionable priorities and initiatives.
  • Uphold Data Standards : Standardize data collection, storage, and usage practices across teams. Define and evolve data governance policies, ensuring compliance with security, privacy, and ethical standards.
  • Manage Data Infrastructure & Engineering: Oversee the architecture and scalability of data pipelines, ensuring efficient data ingestion, transformation, and storage. Ensure data quality, integrity, and accessibility for business intelligence and analytics.
  • Stakeholder Management and Collaboration: Partner with organizational leaders to understand business needs and deliver on cross-functional data initiatives that help stakeholders make informed business decisions for their functions.
  • Inform and Enable the Business: Manage the analytics and data science functions to deliver a robust, self-service data platform, surface proactive data insights, and identify opportunities for growth and product innovation.
  • Continuous Learning: Stay up-to-date with the latest trends and advancements in AI data architecture and recommend solutions to enhance Ontra’s data capabilities.

AWSLeadershipProject ManagementPythonSQLApache AirflowArtificial IntelligenceBusiness IntelligenceCloud ComputingData AnalysisETLJavascriptKibanaMachine LearningPeople ManagementSnowflakeTableauAlgorithmsData engineeringData scienceData StructuresREST APIPandasCommunication SkillsAnalytical SkillsCI/CDData visualizationTeam managementStakeholder managementData modelingData management

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πŸ“ 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, Hong Kong, United Kingdom

πŸ’Έ 70800.0 - 99100.0 USD per year

πŸ” Procurement

  • 1+ years in procurement or a related field, focusing on process improvements and stakeholder service.
  • Willingness and aptitude to engage in negotiations for renewals and new deals, ensuring beneficial outcomes for the organization.
  • Ability to effectively support internal stakeholders without imposing mandates, fostering cooperative relationships.
  • Eager to learn and derive enjoyment from managing contracts, enhancing processes, and driving efficiencies.
  • Proactively seeks opportunities to streamline procurement activities, improving overall operational effectiveness.
  • Analyze procurement data to identify opportunities for process enhancements and drive efficiency.
  • Manage contract renewals and negotiate new deals with a compliance-oriented focus, ensuring alignment with company objectives and policies.
  • Administer and manage Purchase Orders, ensuring accuracy and alignment with company policies.
  • Maintain the SaaS procurement tool for seamless operations, user support, and accurate data tracking.
  • Regularly assess purchase orders and invoices for accuracy and adherence to policies.
  • Engage with internal teams and vendors to resolve procurement discrepancies and foster positive stakeholder relationships.

Data AnalysisMicrosoft ExcelComplianceNegotiation skillsStakeholder managementProcess improvementSaaS

Posted 17 days ago
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πŸ“ United States, Hong Kong, United Kingdom

🧭 Full-Time

πŸ’Έ 175000.0 - 245000.0 USD per year

πŸ” Software Development

  • 6+ years setting up and maintaining tools like Jenkins, Travis CI, CircleCI, or GitHub Actions
  • 6+ years of experience using tools such as Terraform, CloudFormation, or Pulumi
  • A general background in using programming languages such as Python, Ruby, Go, and/or Javascript
  • 6+ years of experience provisioning, configuring, and optimizing cloud resources (we use AWS)
  • A background in working with cross-functional teams to facilitate an efficient software delivery pipeline and align on projects and goals
  • Use Kubernetes and Docker to create, manage, and scale containerized applications
  • Implement and manage monitoring and logging tools such as DataDog and Prometheus to ensure the health and performance of applications and infrastructure
  • Manage GitHub and implement branching strategies and code reviews to ensure code quality
  • Gather and analyze requirements from various stakeholders to define infrastructure and deployment needs.
  • Maintain clear documentation for infrastructure and processes to ensure that team members can understand and reproduce the environment as needed

AWSDockerPythonBashCloud ComputingGitJenkinsKubernetesPrometheusCI/CDTerraform

Posted 23 days ago
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πŸ“ United States

πŸ’Έ 76800.0 - 107200.0 USD per year

πŸ” Investment Banking

  • 2+ years of experience in customer success, business development, or account management.
  • Familiarity with strategic customer success or business development practices.
  • Paralegal, legal or investment banking experience for understanding client requirements and industry nuance preferred; exposure to non-disclosure agreements a plus.
  • Possess excellent written and verbal communication for effectively conveying information and collaborating with clients and team members.
  • Demonstrate strong organizational capabilities to manage multiple tasks and priorities efficiently.
  • Exhibit diligence and a high level of attention to detail to ensure accuracy in all aspects of work.
  • Be a self-starter who can quickly learn and execute tasks in a dynamic and agile environment, driven by a growth mindset.
  • Conduct daily customer success activities, including meetings, issue resolution, and preparation of materials to ensure clients maximize their investment value.
  • Oversee account configuration and maintenance, ensuring all customer-specific data requests and automations are fulfilled effectively.
  • Work closely with Sales, Customer Success, lawyer network, and Product Operations to enhance customer relationships and address account-specific challenges.
  • Perform CRM updates, review customer calls, and manage task-related operations to streamline processes and enhance efficiency.
  • Engage in regular discussions with customer success managers and team leads to update on customer progress and address any concerns.
  • Participate in training sessions and enablement discussions to stay updated with best practices and industry developments.

Product OperationsCommunication SkillsCustomer serviceAttention to detailOrganizational skillsAdaptabilityRelationship buildingAccount ManagementCross-functional collaborationCRMFinancial analysisCustomer Success

Posted about 1 month ago
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πŸ“ United States, APAC, EMEA

🧭 Full-Time

πŸ’Έ 96800.0 - 135200.0 USD per year

πŸ” AI legal tech, financial services

  • 5+ years of customer success experience with at least 3 years in an enterprise CSM role, preferably in financial services.
  • Strong verbal and written communication skills.
  • Skilled at building relationships with decision-makers, including C-suite executives.
  • Ability to learn and distill complex technical concepts.
  • Interest in legal contracts, legal technology, and the private funds space.
  • Develop deep relationships with stakeholders across Ontra’s enterprise customers.
  • Develop, communicate, and execute adoption plans; consult the customer to meet individual needs.
  • Perform strategic business reviews and develop joint success plans.
  • Identify churn risk and work to eliminate that risk.
  • Function as the voice of the customer and provide internal feedback.
  • Demonstrate strong project management skills and attention to detail.

Project ManagementData AnalysisRelationship managementCustomer SuccessSaaS

Posted 2 months ago
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πŸ“ United States, APAC, EMEA

πŸ’Έ 44100 - 61600 USD per year

πŸ” AI-powered legal technology solutions

  • 1+ year of experience in cold calling and emailing; global tech company experience preferred.
  • Consistently exceed sales targets with a strong sales hunter mindset.
  • Technical skills with ability to learn new platforms; Excel, Salesforce, and Outreach experience are advantages.
  • Excellent verbal and written communication skills for diverse audiences.
  • Strong organizational skills with process-oriented approach.
  • Efficient time management and task prioritization skills.
  • High attention to detail and proofreading ability.
  • Eagerness to learn about new industries and target customer pain points.
  • Support lead generation through research and curation of prospect lists.
  • Make 30 calls and send 50 emails daily to book at least 10 meetings per month.
  • Manage calendars and efficiency tools for meetings and sales activities.
  • Prepare meeting debriefs and sales pitch materials.
  • Execute sales outreach and assist in managing prospects' follow-up communication.
  • Ensure data accuracy in Salesforce by entering new sales data.
  • Manage key action items and ad hoc business development requests.

Business DevelopmentSalesforceCommunication SkillsCollaborationAttention to detailWritten communicationResearchData management

Posted 4 months ago
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πŸ“ United States, APAC, EMEA

πŸ” AI-powered legal technology solutions for private capital investment firms

  • Commitment to innovative collaboration and connection with others.
  • Alignment with Ontra's core values of inclusion and respect.
  • Join a results-oriented team that values openness, accountability, and respect for others.
  • Connect with and recruit exceptional talent even for roles that are yet to open.
  • Engage in shaping individual impact and growth within the company.

Artificial IntelligenceMachine Learning

Posted 5 months ago
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πŸ“ United States, APAC, EMEA

🧭 Full-Time

πŸ’Έ 125000 - 160000 USD per year

πŸ” AI-powered legal technology solutions for private capital investment firms

  • 8+ years as a top performer selling B2B technology at the enterprise level.
  • Experience selling to legal, compliance, and finance stakeholders required.
  • Familiarity with the private funds or legal tech spaces preferred.
  • Proficiency with Salesforce and GSuite.
  • Experience with Outreach or SalesLoft and LinkedIn Sales Navigator.
  • Excellent organizational skills including prioritization and time management.
  • Impeccable verbal and written communication skills with a high EQ.
  • Quickly become familiar with Ontra’s range of products and services.
  • Effectively own and manage a sales pipeline from initial calls through closing.
  • Drive revenue growth through business development, lead qualification, pitching, and closing new business with current clients.
  • Adapt comfortably to new strategic initiatives, collaborating with the team to validate and/or invalidate new product hypotheses.
  • Collaborate with the Customer Success team and Business Development Associates to identify and create cross-sale opportunities.

Business DevelopmentSalesforceStrategyCommunication SkillsCollaborationOrganizational skills

Posted 5 months ago
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