Legal Solutions Engineer

Ontra • Concord, CA

7d • Remote

About The Position

Ontra is seeking a Legal Solutions Engineer reporting to the Director on our Sales Engineering team. We're looking for a former practicing attorney who is excited to apply their private markets expertise in a customer-facing role, helping law firms, fund managers, and financial institutions modernize legal workflows through AI-native technology. In this role, you'll leverage your legal background to build credibility with customers, translate complex legal concepts into practical business solutions, and demonstrate how Ontra's AI-powered platform transforms the way legal work gets done. We expect this role will travel to customers, events, and offsites at least once per month. If you're an attorney looking to transition into a strategic, client-facing role where you can continue leveraging your legal expertise, we'd love to get to know you!

Requirements

• 2+ years as a practicing attorney within private markets or at an outside law firm serving private markets clients.
• Experience advising fund managers, investors, or other financial institutions is preferred.
• Prior experience with legal technology, AI-powered solutions, or compliance platforms is a plus.
• Strong relationship-building and consultative skills with a genuine interest in helping customers solve complex legal and business challenges.
• Exceptional presentation, written, and verbal communication skills with the ability to clearly explain complex legal and technical concepts to a variety of audiences.
• Passion for building trusted partnerships across Sales, Product, Customer Success, and Engineering while delivering an exceptional customer experience.
• Strong analytical and problem-solving skills with the ability to quickly learn new technologies, adapt to evolving AI capabilities, and confidently apply your legal expertise in a fast-paced environment.
• A process-oriented mindset with a passion for improving workflows, identifying scalable solutions, and contributing to the growth of a rapidly evolving AI-native organization.

Nice To Haves

• Previous customer-facing experience is preferred but not required.

Responsibilities

• Leverage your experience as a practicing attorney to understand customer challenges, conduct thoughtful discovery, and demonstrate how Ontra's AI-native platform addresses complex legal and operational workflows across private markets.
• Serve as a trusted legal and product expert throughout the sales process, engaging prospective and existing customers in strategic conversations that connect their legal needs.
• Maintain accurate CRM records, conduct thoughtful call reviews, and capture customer insights to support a seamless sales process and continuously improve team effectiveness.
• Partner closely with Account Executives, Product, Customer Success, and cross-functional teams to align on customer strategy, share market feedback, and contribute to the continued evolution of Ontra's AI-native offerings and solutions.
• Stay current on developments across private markets, legal technology, and AI while continuously building expertise in Ontra's platform through ongoing training and enablement.

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 learning and development resources, department budgets for professional development, and a robust onboarding program
• Various options for medical, dental, and vision insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed