Operations Associate

About Ontra
Ontra is the global leader in AI legal tech for private markets. Powered by industry-leading AI, data from 1M+ contracts, and a global network of legal professionals, Ontra's private markets technology platform streamlines and optimizes critical legal and compliance workflows across the full fund lifecycle. Ontra's purpose-built solutions automate contracts, streamline obligation management, digitize entity management, and surface insights. Trusted by more than 800 global GPs, investment banks, law firms, and advisors - including nine of the top ten PEI-ranked firms worldwide - Ontra helps firms focus on what's important to them.
Our Culture
Ontra is a remote-first company that values the power of connection. We find innovative ways to stay connected, both virtually and in person. By promoting ownership, inspiring creativity, and championing collaboration, Ontra enables you to shape your impact and growth. Our commitment to innovation extends beyond our technology; it's embedded in our culture, and AI plays a crucial role in everything we do.
Our culture is one where belonging is the cornerstone of every interaction, rooted in acceptance and respect for all. Our commitment to inclusion begins at the application process, ensuring a fair and equitable hiring experience that values the unique contributions you bring from day one.
For this job we are currently only hiring candidates based in the United States.
About the opportunity
Ontra is seeking an Operations Associate reporting to our Manager of Operations and Strategy on our Customer Success Operations team.
The role is a great opportunity to be introduced to the exciting world of legal tech and our global Operations and Strategy team. The Customer Success Operations Associate will support Customer Success Managers in day-to-day responsibilities including monitoring cross-department requests, maintaining data within Salesforce/Gainsight, and compiling data requests. In this role, you will also assist with strategic initiatives, working closely with the Operations and Strategy team as well as other departments to efficiently support our customers and future company growth.
If you are looking to work cross-functionally with a global team while providing strategic customer support, we'd love to get to know you!
What you'll do

• Drive and deliver: Maintain and provide guidance on all cross-departmental asks of the Customer Success team, communicating these to the team in a timely manner
• Reporting: Maintain Salesforce records in collaboration with the Revenue Operations team
• Support: Customer Success Directors on growing their accounts through various strategic initiatives
• Collaborate: Work closely with the Customer Success Directors to enable the automation of the customer journey for our SaaS product
• Lead fulfillment: Manage customer data requests, utilizing app data, Salesforce, and Sigma

What you'll bring

• Experience: Sales experience, or operations experience using Salesforce/Gainsight or a similar platform preferred; interest in analytics a plus!
• Analytics: A high level of comfort with Excel, Google Sheets, or similar tools; you love data, numbers, and figuring out how it all fits together.
• Strong collaboration skills: Able to work effectively with a global team and across multiple departments and workstreams
• Independence: Effective multitasking skills; comfortable juggling various tasks and adapting as priorities come up and change
• Strong organization: You have a high-level of attention to detail and can easily maintain various projects and tasks without missing details or losing track

Pay TransparencyOntra takes individual candidate location, experience, and skills into consideration when determining compensation. The base pay range is listed below. Additionally, all positions are eligible for unit-based equity grants.
Some positions may be eligible for additional compensation, such as commission or other variable compensation structures, which is not included in the below base pay range.
If you are selected to participate in our interview process, your Talent Acquisition Partner will share more details about the total compensation package for the role.
Base Pay Range
$52,000 - $78,000 USD
Hiring Locations
We currently 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
Benefits Snapshot • Remote-first working policy, with office hubs in SF, NYC, Santa Barbara, and London
• Twice yearly team offsites for in-person collaboration
• Paid flexible time off policy
• Paid parental leave and benefits
• 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
Travel
Occasional travel is required for Ontra employees, including typically at least twice per year to attend team and larger group off-sites for in-person collaboration. For some roles, additional travel may be required based on the requirements of the role and business need.
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] .
Personnel Privacy Notice: https://bit.ly/46lVT74
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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