Ontra · 6 hours ago
Sales Engineer
NYC Metro Area
Full-time
Hybrid
Mid, Senior Level
$140K/yr - $196K/yr
4+ years expOntra is the leader in AI-powered solutions for the private markets, automating critical workflows across the fund lifecycle. The Sales Engineer will leverage industry expertise to craft compelling value propositions and engage with clients to drive revenue growth.
Artificial Intelligence (AI)Document ManagementLegalLegal TechSoftware
Responsibilities
Conduct comprehensive internal and external research and discovery to prepare tailored sales demos, effectively showcasing how Ontra's product addresses unique prospect needs
Engage actively in conversations with potential and existing clients, demonstrating deep knowledge of both the product and the funds industry to communicate valuable propositions
Maintain up-to-date CRM records and perform diligent call reviews, ensuring all operational tasks are completed accurately to support the sales process
Participate in strategic discussions with account executives, product managers, and other cross-functional teams to align on sales strategies and drive cohesive efforts
Engage in continuous training sessions and sales enablement conversations to refine skills and ensure in-depth understanding of product advancements
Qualification
Required
6+ years selling to legal, compliance, and finance stakeholders
4+ years in the private funds legal or investment management space
Excellent sales, customer service, and interpersonal skills with a high degree of motivation and drive
Expert presentation skills and strong ability to communicate in both written and verbal forms with various levels of buyers
Passionate about building strong, trusted relationships with sales teams, internal teams, and prospects/customers through feedback and clearly articulated suggestions and proposals
Exceptional problem-solving skills with aptitude for quickly learning new technologies
Desire to grow, evolve, and teach solutions internally and externally
Strong ability to iterate on current systems and improve processes as part of a growing team
Preferred
Familiarity with the private funds or legal tech spaces
Benefits
Remote-first working policy, with office hubs in SF, 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 LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program
Various options for medical, dental, and vision insurance
Company
Ontra
Ontra automates legal workflows with AI for contract and compliance management.
201-500 employees
H1B Sponsorship
Ontra has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (3)
2023 (4)
2022 (2)
2021 (4)
Funding
Current Stage
Growth StageTotal Funding
$310MKey Investors
Silicon Valley BankBlackstone GroupBattery Ventures
2025-06-10Debt Financing· $70M
2021-10-27Series B· $200M
2019-01-01Series A· $40M
Leadership Team
Troy Pospisil
Founder / CEO
Ben Levi
Co-Founder
Recent News
2025-06-11
Seattle TechFlash
2025-06-11
Company data provided by crunchbase