Ontra · 1 day ago
Customer Success Operations Specialist
United States
Full-time
Onsite
Mid Level
$72K/yr - $108K/yr
3+ years expOntra is the leader in AI-powered solutions for the private markets, and they are seeking a Customer Success Operations Specialist to optimize their Customer Success tech stack and support data-driven decision-making. The role involves managing customer records, configuring systems, and collaborating with cross-functional teams to enhance customer engagement.
Artificial Intelligence (AI)Document ManagementLegalLegal TechSoftware
Responsibilities
Manage and optimize the Customer Success tech stack, including Gainsight CS, Salesforce, Snowflake, Gong, and Zendesk, to enhance customer success operations
Maintain accurate customer records by identifying and rectifying data discrepancies to uphold data integrity
Design and configure dashboards, reports, and Call-to-Action (CTA) elements, updating workflows and playbooks in line with evolving business needs
Develop and implement new workflows, ensuring seamless integration and operation within the existing tech environment
Partner with Customer Success Operations and participate in cross-functional projects to ensure process alignment with business objectives
Assist in deploying minor system changes and new feature rollouts to keep the systems current and efficient
Qualification
Required
3+ years of experience in Customer Success Operations, including using the Gainsight Platform and Salesforce
Must possess experience specifically with Gainsight CS and familiarity with other Gainsight products, like Staircase
Prior experience with Salesforce administration
Preferred experience with tools such as Snowflake, Zendesk, Gong, and Gainsight API
Preferred
Gainsight trainings and certification are nice-to-have, with specifics such as certification type and date considered advantageous
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 (3)
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
Eric Hawkins
Chief Technology Officer
Recent News
2026-01-15
2025-06-11
Company data provided by crunchbase