Operations Associate

Summary

Join Ontra, the global leader in AI-powered legal technology solutions, as an Operations Associate on our Customer Success Operations team. This role offers a great opportunity to work cross-functionally with a global team while providing strategic customer support.

Requirements

• Experience: Sales experience, or operations experience using Salesforce/Gainsight or a similar platform preferred; interest in analytics a plus!
• Analytics: A high level of comfort with Excel, Google Sheets, or similar tools; you love data, numbers, and figuring out how it all fits together
• Strong collaboration skills: able to work effectively with a global team and across multiple departments and workstreams
• Independence: Effective multitasking skills; comfortable juggling various tasks and adapting as priorities come up and change
• Strong organization: you have a high-level of attention to detail and can easily maintain various projects and tasks without missing details or losing track

Responsibilities

• Drive and deliver: Maintain and provide guidance on all cross-departmental asks of the Customer Success team, communicating these to the team in a timely manner
• Reporting: Maintain Salesforce records in collaboration with the Revenue Operations team
• Support: Customer Success Directors on growing their accounts through various strategic initiatives
• Collaborate: Work closely with the Customer Success Directors to enable the automation of the customer journey for our SaaS product
• Lead fulfillment of customer data requests, utilizing app data, Salesforce, and Sigma

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
• 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