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

πŸ’Έ 95800.0 - 134100.0 USD per year

πŸ” Sales Enablement

  • 4+ years of relevant experience in sales enablement or related fields.
  • BDR experience, along with training, instructional design, and sales closing experience is preferred.
  • Strong passion for sales strategy and process, especially regarding top-of-funnel activities.
  • Compelling presentation skills with the ability to deliver energetic and interactive training sessions.
  • In-depth knowledge and experience with SaaS sales processes and methodologies such as MEDDICC, Challenger, or Gap Selling.
  • Lead the Business Development Representatives (BDR) onboarding program, ensuring a seamless and effective integration into the sales team.
  • Develop, deliver, and update training sessions focused on enhancing sales skills, strategy, and process to improve effectiveness in sourcing top-of-funnel opportunities.
  • Provide comprehensive training on the solutions’ impacts and benefits to empower the team with essential product knowledge needed for successful customer engagements.
  • Collaborate with other departments to gather insights and develop training content that aligns with overall company objectives and strategies.
  • Serve as the go-to mentor and resource for BDRs, providing guidance and support across all aspects of their role and development.

Business DevelopmentSalesforcePresentation skillsTrainingCross-functional collaborationSales experienceCRMSaaS

Posted 6 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

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πŸ”₯ Gainsight Admin
Posted 17 days ago

πŸ“ United States

🧭 Temporary

πŸ’Έ 68000.0 - 102000.0 USD per year

πŸ” AI legal tech for private markets

  • At least one year of Gainsight experience required; Gainsight certification and additional professional experience in relevant fields are advantages.
  • Familiarity with Salesforce and Snowflake preferred.
  • Ability to integrate and utilize software tools effectively within a business setting.
  • Oversee user accounts and permissions, conduct system health checks, and manage data imports to ensure optimal Gainsight performance.
  • Identify and rectify discrepancies in customer records, maintaining high data accuracy within Gainsight.
  • Develop and update dashboards, reports, and workflows as per business needs to enhance visibility for Customer Success Managers and leadership.
  • Assist in system changes and implement new Gainsight features to improve user experience.
  • Collaborate with Customer Success Operations to align Gainsight processes with organizational goals.

SalesforceSnowflakeCross-functional collaboration

Posted 17 days 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 27 days ago
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πŸ“ United States, APAC, EMEA

🧭 Contract

πŸ” AI legal tech

  • 2+ years working in a law firm or corporate legal department as a lawyer or paralegal, or 2+ years in customer success, preferably with legal tech or B2B SaaS experience.
  • Excellent written and verbal communication abilities.
  • Highly organized and detail-oriented with time management skills.
  • Strong relationship-building capabilities.
  • Self-starter with a growth mindset, able to adapt in a dynamic environment.
  • Meet with customers regularly to build and maintain relationships.
  • Proactively manage tasks throughout the customer journey to enhance satisfaction.
  • Handle account-specific issues and prepare materials for customer interactions.
  • Collaborate with Sales, lawyer network, and Product teams for a cohesive experience.
  • Monitor and oversee account configurations like auto-emails and invoice groups.
  • Update customer success management tools and conduct call reviews.

Account ManagementClient relationship managementCustomer Success

Posted 27 days ago
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πŸ“ United Kingdom

πŸ” Legal tech

  • 4+ years as a top sales performer; familiarity with private funds or legal tech spaces ideal, and experience creating opportunities with legal, compliance, transactional and finance stakeholders preferred; OR paralegal or junior lawyer with familiarity with the private funds space.
  • High level of proficiency with GSuite, Salesforce, Outreach and LinkedIn Sales Navigator.
  • Entrepreneurial, hunter mindset; maniacal prospector; thrives while networking and finding new customers; actively seeks and implements feedback; naturally resilient.
  • Can learn new concepts quickly and communicate those concepts intelligently and efficiently.
  • Impeccable verbal and written communication skills; high EQ allows you to easily command an audience.
  • Comfortable with autonomy but enjoys collaborating with a team; is coachable and receptive to feedback.
  • Excellent organisational skills including prioritisation and time management.
  • Quickly become familiar with Ontra’s range of products and services.
  • Effectively generate, own and manage a sales pipeline from prospecting through closing.
  • Drive revenue growth through business development, lead qualification, pitching and closing new customers.
  • Adapt comfortably to new strategic initiatives, working with the team to validate and/or invalidate new product hypotheses.
  • Collaborate with colleagues on the new sales team, solutions engineers and management to consistently produce against goal.

Business DevelopmentSalesforce

Posted about 1 month ago
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πŸ“ United States, Hong Kong, Singapore, United Kingdom

🧭 Full-Time

πŸ’Έ 141700.0 - 198400.0 USD per year

πŸ” AI legal tech for private markets

  • 5+ years in roles involving data manipulation, exploratory data analysis, and delivering insights through data visualizations.
  • Advanced fluency in SQL for constructing complex queries and high proficiency in BI tools, with interest in Sigma.
  • Intermediate scripting skills in Python or R for analysis.
  • Strong understanding of financial statements, budgeting, and forecasting.
  • Proficient in building data pipelines using DBT or similar tools, and experience in data modeling.
  • Skilled in tracking and analyzing operational KPIs and identifying process improvements.
  • Conduct detailed data analysis to drive decision-making processes and provide actionable insights.
  • Own data analytics in high-impact areas within teams, establish measurable success goals, and collaborate with stakeholders.
  • Drive analytical projects autonomously, ensuring deliverables meet expectations.
  • Proactively engage stakeholders to understand their needs and communicate insights.
  • Mentor other analysts and collaborate with data engineers and data scientists.
  • Explore new collaboration opportunities across teams and propose strategic initiatives.

PythonSQLData AnalysisETLData visualizationFinancial analysisData modeling

Posted about 1 month ago
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πŸ“ United States

πŸ’Έ 45000.0 - 63000.0 USD per year

πŸ” AI legal tech for private markets

  • 2-3 years of experience in customer/product support within a technology company, providing comprehensive assistance.
  • Strong verbal, written, and interpersonal communication abilities.
  • Proven experience working directly with customers.
  • Familiarity with ticketing tools such as Zendesk, Jira, or HelpScout.
  • Experience in writing internal and external help documentation.
  • Experience in partnering with Engineering and Product teams to resolve bugs.
  • Provide expert assistance to customers, the Legal Network, and colleagues by addressing product questions and issues through ticket work.
  • Manage a volume of 40+ tickets a week, with support from teammates.
  • Act as a Driver or Contributor in project work designed to support company Objectives and Key Results (OKRs).
  • Enable customers to derive maximum value from products through personalized support interactions.

JiraDocumentationCross-functional collaborationCustomer support

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

🧭 Full-Time

πŸ’Έ 125000.0 - 150000.0 USD per year

πŸ” AI legal tech for private markets

  • 6+ years of sales experience as a top performer selling to investment banks, or 3+ years of experience in investment banking.
  • Strong understanding of the investment banking industry, including key players and market trends.
  • Proven track record in sales or business development, ideally in closing deals.
  • Familiarity with tech-enabled services applicable to investment banks.
  • Excellent verbal and written communication skills.
  • Engage in intensive prospecting activities and qualify leads to build a robust sales pipeline.
  • Competently manage the sales process from initial discovery to closing.
  • Efficiently close transactional sell-side M&A processes by leveraging relationships.
  • Focus on acquiring new investment bank accounts and driving revenue growth.
  • Collaborate with team members and managers to strategize and execute sales initiatives.

Communication SkillsClient relationship managementCross-functional collaborationSales experienceLead Generation

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 3 months ago
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