Customer Engagement Associate

Ontra (formerly InCloudCounsel)

Where we work

Our team enjoys hybrid/remote flexibility and we offer employees a generous WFH budget to help create a productive and ergonomic WFH environment.

If you are located in a city where we have an office, you are welcome to work from the office on a voluntary basis.

About the opportunity

The Customer Engagement Associate will own key portions of the onboarding process to create leverage for account managers by conducting outreach to welcome new users and invite them to demos.

The goal is to free account management directors and Managing Directors of time-consuming onboarding tasks so they can focus on account growth instead of account maintenance, with the Customer Engagement Associate providing front-line support to our global customer base while working collaboratively with Sales, Account Management, and Legal Partnerships. 

The Customer Engagement Associate will report directly to the Customer Engagement Manager at Ontra, and we are open to great candidates across the U.S.*

What you’ll do

• Lead all demos for deal team customers and app configuration for new customers
• Oversee customer and originator NPS surveys
• Proactively reach out to all new users to offer demos and hold standing demos twice a week
• Provide active account maintenance, including project completion check-ins and managing responses to vendor & security questionnaires
• Collaborate with the Account Management, Sales, & Sales Operations teams to support and engage customers 

What you’ll bring

• Excellent presentation & communication skills; able to effectively deliver information to external stakeholders as well as internal colleagues 
• Attention to detail and strong ability to balance several workstreams 
• Team player mindset; no task is too small
• Intellectual curiosity; always wanting to learn more and driven to grow in both knowledge and responsibilities 
• Prior internships or full-time work experience in customer service, customer success, or sales; 1 year work experience in a professional setting preferred 

About Ontra

Ontra, the global leader in Contract Automation and Intelligence, combines AI-enabled software with a global network of highly-trained lawyers to offer a comprehensive solution for recurring legal workflows.

By streamlining repetitive legal processes and transforming contracts into structured data, Ontra lowers costs, improves quality, and reduces turnaround times.

Ontra is headquartered in San Francisco, with global operations across North America, Europe, and Asia.

We also offer remote work and location flexibility.

Learn more at .

Our benefits

• Competitive compensation package
• Remote work flexibility & WFH budget
• Parental benefits
• Unlimited PTO
• Semi-weekly lunch perk
• And much more!

*Where we currently hire

United States

• California ( Offices : San Francisco and Los Angeles)
• Washington D.C.
• Connecticut
• Florida
• Georgia
• Illinois
• Massachusetts
• Minnesota
• New Jersey
• Nevada
• New York ( Office : New York City)
• Oregon
• Pennsylvania
• Tennessee
• Texas
• Virginia
• Washington

The United Kingdom ( Office : London)

Hong Kong

Singapore

All persons hired will be required to verify identity and eligibility to work in the location where they are hired and must complete required employment eligibility verification upon hire.

NOTE to External Agencies: We are not accepting any blind submissions or resumes/CVs from recruitment agencies.