Customer Engagement Associate

Ontra is a remote-first company, with access to coworking spaces and offices in a few key cities for employees who may prefer in-person working options. We value connection, investing in opportunities for in-person and virtual gatherings with your Ontra colleagues.
We currently are able to hire exclusively in the locations listed below. Select jobs may have more specific location requirements due to business needs.
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
APAC
Hong Kong, Singapore
EMEA
United Kingdom
For this job we are currently only hiring candidates based in the United States.
About the opportunity
Ontra is seeking a Customer Engagement Associate (CEA) to join our rapidly growing company. The CEA will be a key player on the Account Management team and will support the team's day-to-day responsibilities, including client account setup, app & salesforce pipeline management, and creating event-based emails for strategic accounts. You will work closely with the Account Management team to ensure that our customers are able to achieve positive business outcomes throughout their partnership with Ontra.
If you consider yourself proactive, energetic, and self-driven, and are excited by the prospect of growing your career within the financial services industry, we'd love to hear from you!
What you'll do

• Customer onboarding: facilitate a smooth and efficient onboarding process, along with our Customer Success onboarding team, for new enterprise customers including scoping, timeline, budget, training, and consulting on configuration options
• App and Salesforce: become an app expert, continuously defining and redefining core processes based on customer feedback and experience; and manage all app and salesforce updates
• Event-based emails: collaborate with marketing to execute and deploy activity and event-based email campaigns
• Playbook assistance: help with playbook updates and creation for client cross-sells and upsells
• Process optimization: map out the customer journey and help constantly improve the company's customer-facing processes

What you'll bring

• Experience: At least one year of professional work experience; law firm, legal tech, or fintech experience preferred
• Verbal & written communication: you communicate in a clear, concise, and compelling way, and have excellent professional writing skills and email etiquette
• Diligence and attention to detail: effective project management and consistent delivery of timely, high-quality work
• Organization: you are process-oriented and are comfortable creating and maintaining systems upon which others rely
• Efficiency: you have excellent time-management skills, can prioritize tasks appropriately, and work to streamline processes
• Desire to learn: you have the desire and ability to rapidly learn about our clientbase and their different requirements while adapting to new platforms quickly
• Relationship management: you seek to accurately understand and proactively meet customer need, establishing a foundation of trust and partnership in relationships with key customer stakeholders

About Ontra
Ontra is the global leader in Contract Automation and Intelligence for private asset management firms. The Ontra platform combines AI-enabled software with a worldwide network of highly trained lawyers to modernize recurring legal workflows. Ontra's solutions improve all aspects of the contract lifecycle - from negotiating and processing routine contracts to tracking obligations in complex agreements. Ultimately, Ontra reduces the time, expense, and risk associated with contract management, freeing its customers to focus on other strategic priorities.
Our benefits

• Opportunity to participate in Ontra's unit-based compensation program
• Medical, dental, and vision insurance base plans at no additional cost
• Employer-sponsored retirement plans
• Monthly phone and internet reimbursement (equivalent of $100 USD)
• Annual professional development reimbursement (equivalent of $2K USD)
• 4 months (16 weeks) of parental leave
• Unlimited paid time off
• Twice-weekly lunch perk

Inclusivity
Ontra is committed to the full inclusion of all qualified individuals. As part of this commitment, Ontra will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
Pay transparency
Ontra publishes salary ranges on our salary board here: https://bit.ly/3UjAOE3, which currently includes estimated annual cash salary ranges for candidates based in Colorado and New York City, in accordance with applicable laws and regulations.
Ontra leverages current market data to determine compensation, so posted figures are subject to change as new market data becomes available.
Ontra factors in your location when benchmarking compensation for most roles. If you are not located in Colorado or New York City and have been selected to participate in our interview process, we encourage you to speak with your recruiter about compensation for the role during an initial conversation.
In addition to cash salary, the total compensation package Ontra offers includes unit-based compensation (if applicable). Certain roles in our sales and account management departments may also be eligible to receive variable compensation or commission.
Note on Employment Verification: All employees hired will be required to verify identity and eligibility to work in their particular location.
Note to External Agencies: We are not accepting any blind submissions or resumes/CVs from recruitment agencies. Any candidates sent to Ontra will NOT be accepted or considered as a submission without a signed agreement in place.
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