[Remote] Customer Success Associate
Note: The job is a remote job and is open to candidates in USA. Ontra is the leader in AI-powered solutions for the private markets, and they are seeking a Customer Success Associate to support their Contract Automation Customer Success team. The role involves customer onboarding, retention, and process optimization to enhance customer satisfaction and product utilization.
Responsibilities
- Support the speedy onboarding of customers and their implementation of our Contract Automation product; support the department in increasing the adoption and utilization of Ontra’s CA product and its features
- Contribute 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 solution
- Become an Ontra app expert, staying up to date on core processes; and manage all Ontra app and Salesforce updates
- Efficiently enact the customer journey and help constantly improve the company’s customer-facing processes
Skills
- At least one year of professional work experience within the customer success or customer service spaces
- Experience within legal tech or fintech environments preferred
- You communicate in a clear, concise, and compelling way
- Excellent professional writing skills and email etiquette
- Effective project management and consistent delivery of timely, high-quality work
- You are process-oriented and are comfortable creating and maintaining systems upon which others rely
- Excellent time-management skills
- Ability to prioritize tasks appropriately and work to streamline processes
- Desire and ability to rapidly learn about our customer base and their different requirements
- Ability to adapt to new platforms quickly
- Seek to accurately understand and proactively meet customer needs
- Establish a foundation of trust and partnership in relationships with key customer stakeholders
- Experience within legal tech or fintech environments
Benefits
- Remote-first working policy, with office hubs in NYC, Santa Barbara, and London
- Twice yearly team offsites for in-person collaboration
- Paid flexible time off policy
- Paid parental leave and benefits
- Employer-supported retirement contributions, varying by country
- 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
Company Overview