Customer Success Manager – Funds Paralegal
| Company | Ontra |
|---|---|
| Location | Washington, USA, Pennsylvania, USA, Oregon, USA, California, USA, Texas, USA, Jackson Township, NJ, USA, Florida, USA, Waterbury, CT, USA, Nevada, USA, Georgia, USA, Arizona, USA, Tennessee, USA, Virginia, USA, Minnesota, USA, Colorado, USA, Utah, USA, New York, NY, USA, Maryland, USA, Massachusetts, USA, North Carolina, USA, Ohio, USA, Illinois, USA |
| Salary | $76800 – $107200 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- 2+ years of experience in customer success (preferably from law firms, legal tech, or B2B SaaS) with a proven track record of managing difficult customer challenges and translating business requirements into actionable success plans; OR 2+ years of experience as a Funds Paralegal with a strong understanding of the private funds space, legal contracts, and an aptitude for technology
- Excellent verbal and written communication skills. Can lead client-facing meetings and presentations with multiple diverse stakeholders of varying seniority stakeholders easily
- Understanding of the private funds industry, including fund formation, regulatory compliance, and legal documentation (e.g., LPAs, side letters, subscription documents)
- 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
- Highly organized and detail-oriented, capable of managing multiple tasks and projects efficiently
Responsibilities
- Develop deep relationships with stakeholders across Ontra’s customers; become an expert on your customers’ businesses and seek to meet their needs proactively
- Develop, communicate, and execute adoption plans; consult the customer to meet individual needs and timelines, mitigate potential risks, and ensure they are deriving value from our products
- Perform strategic business reviews and develop joint success plans with customers to align on measurable objectives and outcomes; identify churn risk and work to eliminate that risk actively; identify and nurture up-sell and cross-sell opportunities
- Function as the voice of the customer and provide internal feedback on how Ontra can better serve our customers; influence internal stakeholders to deliver outcomes that help both our customers and the broader business
- Demonstrate strong project management skills, attention to detail, and a consultative approach to navigating multiple senior client stakeholders and evaluating complex trade-offs
Preferred Qualifications
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No preferred qualifications provided.