Solutions Consultant (Funds Lawyer)

About Ontra
Ontra is the global leader in AI-powered legal technology solutions for private capital investment firms. Our Legal Operating System combines innovative, purpose-built software with a global network of experienced professionals to digitize recurring legal workflows across the full fund lifecycle. We work with the world's leading investment banks, private equity and venture capital firms, direct lenders, law firms, and service providers to reduce the time, expense, and risk associated with contract and fund management.
Our Culture
Ontra is a remote-first company that values the power of connection. We find innovative ways to stay connected, both virtually and in person. By promoting ownership, inspiring creativity, and championing collaboration, Ontra enables you to shape your impact and growth. Our commitment to innovation extends beyond our technology; it's embedded in our culture, and AI plays a crucial role in everything we do.
Our culture is one where belonging is the cornerstone of every interaction, rooted in acceptance and respect for all. Our commitment to inclusion begins at the application process, ensuring a fair and equitable hiring experience that values the unique contributions you bring from day one.
For this job we are currently only hiring candidates based in the United States.
About the team & opportunity
Ontra is currently seeking a Solutions Consultant, reporting to our Senior Vice President of Customer Success, to join our growing Customer Success team.
The role is a great opportunity for a mid-level funds associate who's looking to pivot into legal tech. You'll serve as the go-to expert on our suite of products for customers during the onboarding and implementation phases, ensuring that our customers' needs are thoroughly understood and met, and ultimately, enhancing their experience and confidence in Ontra and our solutions.
If you are passionate about working with customers to drive positive outcomes, commercially-minded with strong attention to detail, and can quickly learn new technical concepts quickly, we'd love to get to know you!
What you'll do

• Onboarding and Implementation: Support customer onboarding, including leading implementation calls to provide feature adoption guidance and resolve configuration challenges
• Be the SME: Leveraging your legal background, you will identify common customer pain points in managing private fund compliance, enabling everyone on the Customer Success team to understand how our products help solve these challenges
• Review and Audit: Monitor our products' AI-generated outputs and human-in-the-loop quality control team to ensure accuracy, consistency, and adherence to best practices
• Cross-collaborate: Partner closely with Legal Product Advisors and Sales Engineers on best practices and industry developments

What you'll bring

• Experience: 4+ years of transactional legal experience as an attorney or paralegal, preferably in the fund formation group; JD preferred but not required
• Impeccable Communication Skills: You exhibit excellent verbal and written communication skills, having experience working with highly sophisticated clients in a customer-facing role
• Quick Learner: You demonstrate a deep interest and ability to quickly learn new technical concepts relevant to our industry, and can get up-to-speed quickly with new features and products
• Organized and detail-oriented: You exhibit meticulous attention to specifics while maintaining a structured and systematic approach to tasks and responsibilities

Pay TransparencyOntra takes individual candidate location, experience, and skills into consideration when determining compensation. The base pay range is listed below. Additionally, all positions are eligible for unit-based equity grants.
Some positions may be eligible for additional compensation, such as commission or other variable compensation structures, which is not included in the below base pay range.
If you are selected to participate in our interview process, your Talent Acquisition Partner will share more details about the total compensation package for the role.
Base Pay Range
$175,000 - $245,000 USD
Hiring Locations
We currently hire exclusively in the locations listed below. Select jobs may have more specific location requirements due to business needs.
United States
Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington
APAC
Hong Kong, Singapore
EMEA
United Kingdom
Benefits Snapshot • 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
Travel
Occasional travel is required for Ontra employees, including typically at least twice per year to attend team and larger group off-sites for in-person collaboration. For some roles, additional travel may be required based on the requirements of the role and business need.
Inclusivity
Ontra is committed to the full inclusion of all qualified individuals. As part of this commitment, Ontra will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected] .
Personnel Privacy Notice: https://bit.ly/46lVT74
Note on Employment Verification: All employees hired will be required to verify identity and eligibility to work in their particular location.
Note to External Agencies: We are not accepting any blind submissions or resumes/CVs from recruitment agencies. Any candidates sent to Ontra will NOT be accepted or considered as a submission without a signed agreement in place.
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