Ontra · 1 day ago
Manager, Onboarding
United States
Full-time
Remote
Senior Level
$124K/yr - $186K/yr
7+ years expOntra is the leader in AI-powered solutions for the private markets, and they are seeking a Manager, Onboarding to join their growing Client Onboarding team. The role involves leading a team of Onboarding Managers, driving a data-driven onboarding process, and fostering collaboration to enhance customer success and integrate new product launches.
Artificial Intelligence (AI)Document ManagementLegalLegal TechSoftware
Responsibilities
Team Leadership: Guide and develop a high-performing team of Onboarding Managers, focusing on skill enhancement and professional growth
Data-Driven Evolution: Transform the onboarding function by leveraging data insights to improve performance and integration across various business functions
Cross-Functional Collaboration: Work closely with different departments to streamline onboarding processes and support seamless integration of new product launches
Customer Success Acceleration: Develop strategies to reduce customers' time-to-value
Complex Scenario Guidance: Provide support and solutions for complex onboarding situations, ensuring effective problem resolution and customer satisfaction
Enablement and Training: Identify and address skill gaps by providing targeted training and resources to the team for continuous improvement
Qualification
Required
7+ years of professional experience, with at least 3 years in a similar role such as Manager or Lead in Customer Onboarding
Extensive experience with Gainsight, ChurnZero, or Totango for building playbooks, configuring health scores, and driving team adoption of a centralized 'Source of Truth' system
Advanced knowledge of Salesforce or a similar CRM platform to manage sales handoffs and ensure data integrity throughout the customer lifecycle
Proven ability to map and automate complex workflows, translating them into repeatable and efficient internal processes
Experience in developing onboarding strategies for new product launches, particularly focusing on 'Time to First Value' (TTFV) and specialized implementation tracks
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
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