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Customer Success Associate

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Ontra

1mo ago

  • Job
    Full-time
    Junior Level

AI generated summary

  • You need 1+ year in customer success/service, strong communication, attention to detail, organization, time management, a desire to learn, and relationship management skills.
  • You will onboard customers, drive product adoption, support retention and expansion, manage Ontra app and Salesforce updates, and optimize customer-facing processes.

Requirements

  • Experience: At least one year of professional work experience within the customer success or customer service spaces; experience within legal tech or fintech environments 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, especially in a global, remote environment
  • 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 customer base and their different requirements while adapting to new platforms quickly
  • Relationship management: you seek to accurately understand and proactively meet customer needs, establishing a foundation of trust and partnership in relationships with key customer stakeholders

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

FAQs

What is the location requirement for this position?

We are currently only hiring candidates based in the United Kingdom for this position.

What are the primary responsibilities of the Customer Success Associate?

The main responsibilities include customer onboarding and adoption, contributing to retention and expansion goals, managing updates on the Ontra app and Salesforce, and process optimization.

What kind of experience is preferred for applicants?

Applicants should have at least one year of professional work experience in customer success or customer service, with preference given to those with experience in legal tech or fintech environments.

Are there opportunities for professional development?

Yes, we offer company-sponsored LinkedIn Learning accounts, department budgets for professional development, and a robust onboarding program.

What kind of benefits do you offer?

Benefits include a remote-first working policy, twice yearly team offsites, paid flexible time off, paid parental leave, monthly phone and internet reimbursement, and various medical, dental, and vision insurance options.

Is there a focus on inclusion in the workplace?

Yes, Ontra is committed to the full inclusion of all qualified individuals and provides reasonable accommodations for persons with disabilities.

What skills are required for this position?

Required skills include excellent verbal and written communication, attention to detail, strong organizational abilities, efficiency in time management, a desire to learn, and relationship management skills.

How does the company handle employment verification?

All employees hired will be required to verify their identity and eligibility to work in their specific location.

Are candidates from recruitment agencies accepted?

No, we are not accepting any blind submissions or resumes/CVs from recruitment agencies unless there is a signed agreement in place.

What does the company culture emphasize?

Ontra emphasizes connection and collaboration, investing in opportunities for both in-person and virtual gatherings among colleagues.

Ontra, the leader in Contract Automation and Intelligence, combines AI with a global network of talented lawyers.

Technology
Industry
201-500
Employees
2014
Founded Year

Mission & Purpose

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.