Ontra · 20 hours ago
Solutions Consultant
New York, NY
Full-time
Hybrid
Mid Level
$130K/yr - $182K/yr
3+ years expOntra is the leader in AI-powered solutions for the private markets, seeking a Solutions Consultant to join their Customer Success team. The role involves designing tailored solutions, addressing customer pain points, and collaborating across teams to enhance client engagement and deliver results.
Artificial Intelligence (AI)Document ManagementLegalLegal TechSoftware
Responsibilities
Facilitate customer consultations and account calls, collaborating with Customer Success Managers and implementation team leads to understand and address client needs effectively
Lead efforts to enhance and optimize playbooks for Contract Automation and Accord
Draft and maintain parameter sheets to support NDA negotiations
Ensure the efficient and accurate implementation of credit agreements
Utilize your expertise to provide topic, process, or technology insight and strategic guidance necessary to ensure project accuracy and organizational success
Conduct training sessions and educational workshops for internal teams to ensure comprehensive knowledge of Ontra's product suite and solutions
Develop and maintain technical documentation that supports the clarity and efficiency of solution delivery and customer understanding
Partner with Product, Sales, Legal Intelligence, Implementation, and other teams to continuously improve solution design and customer outcomes
Qualification
Required
3+ years of transactional legal experience as an attorney or paralegal, specifically in corporate, M&A, or funds
4-year degree is required
Excellent verbal and written communication abilities; experience working with highly sophisticated clients in a customer-facing role
Demonstrated enthusiasm and comfort in using technology to address and solve business problems
Ability to work in EST to effectively manage the customer base in the US and EMEA, with some flexibility
Preferred
JD is preferred
Experience or familiarity with the private funds industry, including exposure to credit agreements, is a plus
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