Customer Success Associate at Ontra in Remote

Summary: 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 Required Qualifications: - 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 Preferred Qualifications: - Experience within legal tech or fintech environments Required Skills: Customer success, Customer service, Legal tech, Fintech, Salesforce, Relationship management, Desire to learn, Project management 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