Customer Success Associate at Ontra in Remote

Summary: Ontra is the leader in AI-powered solutions for the private markets, seeking a Customer Success Associate to join their rapidly growing team. The CSA will support customer onboarding, retention, and process optimization to enhance customer experience and drive value from Ontra's Contract Automation product. Responsibilities: - Customer Onboarding & Adoption: 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 - Retention & Expansion: 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 - Ontra App and Salesforce: become an Ontra app expert, staying up to date on core processes; and manage all Ontra app and Salesforce updates - Process optimization: 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, especially in a global, remote environment - 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 while adapting to new platforms quickly - Seek to accurately understand and proactively meet customer needs, establishing a foundation of trust and partnership in relationships with key customer stakeholders Required Skills: Customer Success Experience, Salesforce Important Skills: Legal Tech Experience, Project Management Nice-to-Have Skills: Relationship Management, Desire to Learn Benefits: Remote-first by design, with regular in-person gatherings and hub spaces 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, Pick Your Perk stipend to spend on what matters most to you, from well-being and gym memberships, to home office setup, student loans, pet care, and more, Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program, Various options for medical, dental, and vision insurance