Solutions Consultant (Private Funds)

Ontra

8d • Remote

About The Position

Ontra is currently seeking a Solutions Consultant, reporting to our Manager of Solutions Consulting, to join our growing Customer Success team.
The role is a great opportunity for a mid-level corporate associate who’s looking to pivot into legal tech. We’re looking for someone excited to architect innovative applications of our product suite, engage clients post-sale with tailored solutions, and collaborate across teams for seamless solution delivery.
If you are a forward-thinking professional passionate about working with customers to drive positive outcomes, commercially-minded with strong attention to detail, and the ability to quickly grasp new technical concepts in the tech industry, we’d love to get to know you!

Requirements

• Experience: 3+ years of related legal funds experience as an attorney or paralegal; familiarity with credit agreements is a plus
• Education: 4-year degree required, JD preferred
• Communication skills: Excellent verbal and written communication abilities; experience working with highly sophisticated clients in a customer-facing role
• Industry knowledge: Awareness of current trends and challenges in the private funds industry, particularly the adoption of AI and automation in legal workflows and evolving investor expectations
• Time zone flexibility: Ability to work in EST to effectively manage the customer base in the US and EMEA, with some flexibility

Responsibilities

• Customer consultation: Engage with customers through consultation and account calls to understand their needs and align Ontra's product offerings to solve their specific challenges
• AI and document review: Audit and review the AI interpretations and team analyses of customer documents to ensure accuracy and effective implementation of solutions
• Training initiatives: Lead training sessions and educational activities to enhance the understanding and effective use of Ontra's products among team members
• Technical documentation: Develop and maintain technical documentation that supports the implementation and use of Ontra's suite of products, ensuring clarity and usability
• Cross-functional collaboration: Work with different departments to facilitate seamless client engagement, ensuring an integrated approach to solution delivery

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level