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Senior Customer Success Manager

June 20, 2025June 20, 2025

Senior Customer Success Manager

CompanyOntra
LocationNew York, NY, USA
Salary$96800 – $135200
TypeFull-Time
Degrees
Experience LevelSenior

Requirements

  • 5+ years of CS experience with at least 3 years of experience in an enterprise CSM role, preferably in financial services
  • Impeccable verbal and written communication skills
  • Skilled at building relationships with decision-makers and influencers, including C-suite executives
  • Can learn and distill complex technical concepts into digestible customer-facing communication and training
  • Experience with and/or interest in legal contracts, legal technology, and the private funds space

Responsibilities

  • Develop deep relationships with stakeholders across Ontra’s enterprise customers
  • Develop, communicate, and execute adoption plans
  • Perform strategic business reviews and develop joint success plans with customers
  • Function as the voice of the customer and provide internal feedback
  • Demonstrate strong project management skills, attention to detail, and a consultative approach

Preferred Qualifications

  • Experience in financial services


TaggedCustomer SuccessFinance & Operations & StrategyOntraSales & Account ManagementSenior

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