Role Overview
The Customer Success Director will serve as a subject matter expert in customer retention, lawyer management, and Ontra’s Contract Automation solution. They will act as a client advocate to ensure that our customers can achieve positive business outcomes throughout their partnership with Ontra.
What You Will Do
The Customer Success Director will collaborate with other teams, manage customer journeys, and establish relationships with client stakeholders. They will also update customer success management tools and engage in training conversations for continuous improvement.
Why It Might Be a Fit
This is a great opportunity for someone who has excellent communication and interpersonal skills, and an interest in working with top private equity firms and asset managers using industry-leading legal solutions.
Requirements
- 4+ years of experience in a law firm environment
- 5+ years of customer-facing experience in the financial services industry
- Written/verbal communication skills
- Adaptability and initiative
- Communication skills
- Attention to detail
- Interest in in-person connection
Benefits
- Twice yearly team offsites for in-person collaboration
- Paid flexible time off policy
- Paid parental leave and benefits
- Employer-supported retirement contributions
- Monthly phone and internet reimbursement
- Company-sponsored learning and development resources
- Department budgets for professional development
- Robust onboarding program
- Various options for medical, dental, and vision insurance
To apply for this job please visit linkedin.com.

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