Ontra is the leader in AI-powered solutions for the private markets. Powered by industry-leading AI, data from over 2 million contracts, and a global network of legal professionals, Ontra automates critical private market workflows across the fund lifecycle. Trusted by more than 1,000 global GPs, investment banks, law firms, and advisors – including nine of the top ten PEI-ranked firms worldwide – Ontra helps firms focus on what’s important.
Customer Success Associate
Location
United States
Posted
73 days ago
Salary
$56K - $84K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Customer Success Associate
Ontra
Role Description Ontra is seeking a Customer Success Associate (CSA) to join our rapidly growing company. The CSA will be a key player on the Contract Automation Customer Success team and will support the team across all accounts on projects, tasks, issue resolution, and deliverables such that it allows us to drive the most value for our customers. If you consider yourself proactive, energetic, and self-driven, and are looking to grow your customer success career in a fast-paced environment, then we’d love to hear from you! What You’ll Do - Customer Onboarding & Adoption: Support the speedy onboarding of customers and their implementation of our Contract Automation product; support the department in increasing the adoption and utilization of Ontra’s CA product and its features. - Retention & Expansion: Contribute to the department’s retention and expansion goals by assisting with elements of the customer journey and by helping our Contract Automation customers find value in our CA solution. - Ontra App and Salesforce: Become an Ontra app expert, staying up to date on core processes; and manage all Ontra app and Salesforce updates. - Process Optimization: Efficiently enact the customer journey and help constantly improve the company’s customer-facing processes. Qualifications - At least one year of professional work experience within the customer success or customer service spaces; experience within legal tech or fintech environments preferred. - You communicate in a clear, concise, and compelling way, and have excellent professional writing skills and email etiquette. - Effective project management and consistent delivery of timely, high-quality work. - You are process-oriented and are comfortable creating and maintaining systems upon which others rely, especially in a global, remote environment. - You have excellent time-management skills, can prioritize tasks appropriately, and work to streamline processes. - You have the desire and ability to rapidly learn about our customer base and their different requirements while adapting to new platforms quickly. - You seek to accurately understand and proactively meet customer needs, establishing a foundation of trust and partnership in relationships with key customer stakeholders. Requirements - Base Pay Range: $56,000 — $84,000 USD. - We currently hire exclusively in the United States, including states such as Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, Washington. Benefits - Remote-first by design, with regular in-person gatherings and hub spaces in 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. - Pick Your Perk stipend to spend on what matters most to you, from well-being and gym memberships, to home office setup, student loans, pet care, and more. - Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program. - Various options for medical, dental, and vision insurance.
Related Guides
Related Job Pages
More Customer Success Manager Jobs
Cresta is on a mission to turn every customer conversation into a competitive advantage by unlocking the true potential of the contact center. Our platform combines the best of AI and human intelligence to help contact centers discover customer insights and behavioral best practices, automate conversations and inefficient processes, and empower every team member to work smarter and faster. Born from the prestigious Stanford AI lab, Cresta's co-founder and chairman is Sebastian Thrun, the genius behind Google X, Waymo, Udacity, and more. Our leadership also includes CEO, Ping Wu, the co-founder of Google Contact Center AI and Vertex AI platform, and CTO & co-founder, Tim Shi, an early member of Open AI. We’ve assembled a world-class team of AI and ML experts, go-to-market leaders, and top-tier investors including Andreessen Horowitz, Greylock Partners, Sequoia, and former AT&T CEO John Donovan. Our valued customers include brands like Intuit, Cox Communications, Hilton, and Carmax and we’ve been recognized by Forbes and Bain Consulting as one of the top private AI companies in the world. About the role: As a Customer Trainer at Cresta, you will play a pivotal role in ensuring our customers and employees have the knowledge and skills they need to make the most of our contact center technology. You will collaborate with Subject Matter Experts (SMEs) to design and deliver engaging, instructor-led training sessions, create instructional videos, and support documentation. Your goal is to drive product adoption and enable our customers to see value quickly. Key Responsibilities: - Collaborate with SMEs: Work closely with Subject Matter Experts to design engaging, instructor-led training sessions that align with Cresta's product offerings and customer needs. - Facilitate Training Sessions: Lead group training sessions for customers, ensuring they have a deep understanding of our products, features, and best practices. - Curriculum Maintenance: Continuously maintain the live training curriculum, making improvements based on product enhancements and feedback from learners and SMEs. - Product Knowledge: Be a resourceful learner, consistently seeking ways to better understand Cresta's products and how customers leverage our solutions in various use cases. - Company Initiatives: Actively participate in various company initiatives and projects as requested, contributing your expertise and insights to help achieve our organizational goals. - New Hire Onboarding: Support with onboarding and training for new hires, helping them acclimate to Cresta's culture and technology solutions. - Video Creation: Record instructional videos and product demonstrations to enhance the learning experience and provide easy access to training materials. - Documentation: Assist with auditing, maintaining, and creating support documentation to ensure users have access to clear and up-to-date resources. - eLearning & Instructional Design: - Design and build interactive eLearning courses using Articulate Rise (and Storyline, where applicable) - Translate product workflows and use cases into engaging, self-paced learning experiences - Incorporate multimedia elements (video, quizzes, knowledge checks) to reinforce learning outcomes - Maintain and update eLearning content in alignment with product release Qualifications: - 3-5 years of experience - Previous experience in the contact center industry is highly preferred. - Demonstrated experience as a trainer, educator, or in a similar role. - Strong problem-solving skills and the ability to adapt to changing training needs. - Excellent written and verbal communication skills. - Self-motivated, proactive, and able to work independently in a remote environment. - Willingness to travel (up to ~50%) - Tech-savvy and eager to learn new technologies and products. - A strong desire to help others succeed and a passion for education. - Experience with SaaS products or contact center technology is a plus. - Strong presentation and facilitation skills (comfortable leading live sessions) - Ability to explain complex concepts in a simple, engaging way - Experience creating training content (slides, videos, documentation, LMS content) - Customer-first mindset with strong empathy and communication skills - Highly organized and able to manage multiple training programs - Comfortable working cross-functionally with CS, Product, and Sales teams Perks & Benefits: - We offer Cresta employees a variety of medical, dental, and vision plans, designed to fit you and your family’s needs - Paid parental leave to support you and your family - Monthly Health & Wellness allowance - Work from home office stipend to help you succeed in a remote environment - Lunch reimbursement for in-office employees - PTO: Flexible Compensation at Cresta Cresta’s approach to compensation is simple: recognize impact, reward excellence, and invest in our people. We offer competitive, location-based pay that reflects the market and what each individual brings to the table. The posted base salary range represents what we expect to pay for this role in a given location. Final offers are shaped by factors like experience, skills, education, and geography. In addition to base pay, total compensation includes equity and a comprehensive benefits package for you and your family. Salary Range: $120,000 - $150,000 Base + Offers Equity We have noticed a rise in recruiting impersonations across the industry, where scammers attempt to access candidates' personal and financial information through fake interviews and offers. All Cresta recruiting email communications will always come from the @cresta.ai domain. Any outreach claiming to be from Cresta via other sources should be ignored. If you are uncertain whether you have been contacted by an official Cresta employee, reach out to recruiting@cresta.ai
Customer Success Associate
CeligoCeligo is proud to be a 2025 Gartner Customers’ Choice for iPaaS and a Visionary in the Gartner Magic Quadrant for iPaaS for the second consecutive year. We are ranked #1 iPaaS on G2 for multiple quarters and named a Leader in both B2B/EDI and API Management. Remote-first culture, built on trust, collaboration, and transparency A high-growth, inclusive work environment where innovation thrives Lightspeed learning opportunities to keep you at the leading edge of your field Exceptional coworkers who challenge and inspire you daily
Role Description The Customer Success Associate (CSA) plays a critical role in ensuring sustainable and profitable growth by increasing customer retention and reducing churn. They develop a deep understanding of customer goals and ensure customers are fully leveraging all subscribed solutions across our platform. This role involves partnering with customers to define and document their desired business outcomes, while coordinating cross-functionally to advocate for their success. The CSA will become an expert in Celigo’s integrator.io iPaaS, guiding customers toward optimal platform use and adoption. This role requires you to work US hours, Monday - Friday. - An integral part of a group of CSAs that work together to proactively and reactively establish trusted relationships with customers to drive maximum value of our products and services through scheduled and ad-hoc touchpoints and other value-generating activities. - Uses data to understand customer cohort characteristics, trends, and risk factors - and work with others to design and implement programs to improve the health, adoption, and experience of these customers. - Facilitates sustainable, profitable growth through increased customer retention and decreased customer churn. - Understands customer needs and objectives; ensures the customer is utilizing and benefiting from the full extent of our solutions, across all products to which they subscribe. - Works with customers to understand and document their desired business outcomes and coordinate cross-functionally to advocate for the customer’s achievement of these outcomes. - Learns Celigo’s integrator.io iPaaS and guides customers towards optimal use and adoption of the platform. - Onboards customers quickly and effectively to ensure a smooth transition from sales. - Shepherds the customer through their journey to ensure they successfully achieve full adoption of the software. - Owns and addresses "at-risk" situations for customers. - Identifies upsell and cross-sell opportunities and communicates those internally. - Provides feedback to other departments and management to improve the customer experience. Qualifications - Ability to build and maintain trusted, long-term relationships with customers across technical and business stakeholders. - Strong customer advocacy mindset with a focus on driving measurable business outcomes. - Ability to analyze customer usage data, health scores, and trends to identify risks and opportunities. - Strong verbal and written communication skills, with the ability to explain technical concepts in a clear, customer-friendly way. - Confidence leading customer meetings, onboarding sessions, and value-focused touchpoints. Requirements - At least 3+ years of combined industry experience in at least one of the following areas: Customer Success, Account Management, enterprise software implementation, business analysis, or business process consulting. - Experience with CRM (Salesforce, Dynamics, etc.), ERP (NetSuite, Intacct, etc.), eCommerce (Magento, Shopify, etc.), and/or application integration is preferred. - Experience in a startup environment is highly desired. - Experience leading and owning client meetings. Benefits - Remote-first culture. - Competitive compensation. - High-growth, collaborative, and inclusive work environment. - Starting with your first year, we offer 3-weeks of vacation, wellness days, and holidays to recharge and spend time with family and friends. - Generous benefits package, including parental leave. - Monthly tech stipend. - Recognition opportunities.
Customer Success Manager - Public Sector
PluralsightWe’re the technology workforce development company that helps individuals and organizations transform with tech skills.
Job Description: As a Customer Success Manager (CSM), you’ll work to engage, retain, and empower our customers to fully leverage our platform and achieve their desired business outcomes. You’ll build strong, trusted relationships with Public Sector clients, positioning yourself as a strategic advisor who drives long-term value. Working closely with Account Executives, you’ll drive renewals and identify expansion opportunities to achieve best-in-class gross and net retention targets. Who you’re committed to being: - A trusted advisor who champions customer success and ensures alignment between customer goals and business outcomes. - A proactive, strategic thinker who anticipates customer needs and takes initiative to mitigate risks. - A relationship-builder with strong communication skills and the ability to engage senior technology leaders. - A data-informed professional who uses insights to guide decisions and create measurable impact. - A collaborative teammate who thrives in a dynamic environment and influences change through customer advocacy. What you’ll do: - Drive forward the Client Engagement Model to ensure mutual success for customers and the organization. - Take full accountability for customer accounts throughout the lifecycle — from onboarding through renewal. - Anticipate customer needs, mitigate risk, and ensure a seamless renewal and negotiation process. - Use tools and systems to track and report on customer experience, health, product utilization, and realization of value drivers. - Take timely, corrective actions based on insights to make strategic recommendations that enable customer success. - Inspire and guide customers to adopt best practices and drive change for improved platform utilization. - Predict and forecast risk, renewal, and expansion opportunities within your customer portfolio. Experience you’ll bring: - Proven experience in customer success or a related field (sales, professional services, consulting, or technical enablement). - Experience supporting global enterprise customers across SaaS and On-Premises solutions. - Strong relationship management skills with the ability to engage CTO, CIO, VP of Engineering, and other senior technology leaders. - Understanding of the software development life cycle and related workflows. - Technical aptitude to grasp and articulate complex concepts across development and IT solutions. - Experience working in the public sector. - Experience working with highly regulated products or environments, with an understanding of complex compliance processes; reseller or channel experience is a plus. - Ability to travel 25–50% as needed. Requirements: - Requires a minimum of 5 years of related or equivalent experience; or 3+ years with an advanced degree. - Experience with Gainsight and Salesforce.com preferred. - This is a remote role; however, applicants located within 45 miles of our Westlake/Dallas, TX office should expect to work on-site Tuesday through Thursday, with remote flexibility on Mondays and Fridays. This approach enables more effective collaboration, quicker decision-making, and a stronger culture, while still providing flexibility. - Travel: Travel expectations differ by role. Some quota-bearing sales positions involve limited travel, while others may involve travel of up to 40%, depending on business needs. Why you’ll love working here: - We work in a blended environment that supports collaboration, flexibility, and connection across teams. - We are mission-driven, shaping the future of tech upskillling and delivering impact that matters. - We foster a culture of inclusion and belonging, where everyone can contribute and thrive. - We are always learning, creating an environment where you can take on new challenges, expand your skills, and grow with purpose. - Benefits include competitive compensation, bonus eligibility, comprehensive medical coverage, unlimited PTO, wellness reimbursement, professional development funds, and more. About us: Pluralsight provides the only learning platform dedicated to accelerating the technology skills and capabilities of today’s tech workforce. Thousands of companies, government organizations and individuals around the world rely on Pluralsight to support critical technology skill development in areas that are crucial to innovation including artificial intelligence, cloud computing, cybersecurity, software development, and machine learning. Pluralsight provides highly curated content developed by vetted technology experts, industry leading skill assessments, and hands on, immersive learning experiences designed to help individuals skill-up faster. Physical Requirements: This role is primarily performed in an office or home office setting and involves standard computer-based work. EEOC Statement & Accommodations Statement: Bring yourself. Pluralsight is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or veteran status. We also consider qualified applicants with criminal histories, consistent with EEOC guidelines and local laws. If you need an accommodation to apply, interview, or perform essential job functions, please visit the bottom of our website to learn how to request an accommodation. Learn more about our commitment to diversity, equity, inclusion, and belonging in our DEIB Report. Pay Transparency: The annual US base + variable range for this role is $104,000- $130,000 USD. Actual compensation will depend on location, skills, experience, and other factors. Additional benefits and bonuses may apply. Applications will be accepted on an ongoing basis. Recruiting Scam Notice: Please be aware of recruiting scams. We’ll only contact you from an @pluralsight.com email or verified channels. We never ask for sensitive personal info or payments as part of the hiring process. All openings are posted on our Careers page. #LI-SJ1
• Act as a primary point of contact for clients, providing transactional and workflow guidance, as well as systems access troubleshooting with technology team. • Manage mixed media communication requests (customer service phoneline & web portal inquiries), providing timely customer service and resolution. • Develop and maintain strong relationships with clients, serving as a trusted advisor and advocate for their needs. • Provide training and support to clients on our products, services, and technology. • Maintain an in-depth understanding of the company's business model and being capable of responding to customer inquiries pertaining to it. • Communicate effectively with both internal and external senior managers to better understand customer needs, maximize retention and growth, and share learnings. • Perform other duties as assigned by supervisor.


