Client Onboarding Specialist
Ontra
Job Overview
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Job Description
About Ontra
Ontra is the leader in AI-powered solutions for the private markets. Using 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. Their solutions transform unstructured data into actionable intelligence, enabling firms to accelerate contracts, streamline compliance, and automate entity management. Trusted by over 1,000 global GPs, investment banks, law firms, and advisors, Ontra lets firms focus on what’s important.
Our Culture
This is a remote-first company that values connection, ownership, creativity, and collaboration. Ontra fosters an inclusive work environment from the hiring process onward. Note, this role is available only to candidates based in the United States.
About the Role
The Client Onboarding Specialist reports to the Director, Implementation and is responsible for creating a great client experience during post-sale product implementation and onboarding. You will work with clients using Ontra’s SaaS solutions, Insight and Ontra Atlas, supporting a fast-growing global client base in the private markets.
What You’ll Do
- Client Consultation: Act as the main point-of-contact during onboarding, understanding and addressing client needs.
- Project Management: Develop project plans with clear milestones and align them with client goals.
- Proactive Communication: Regularly update clients on progress and address potential issues.
- Cross-Functional Collaboration: Coordinate with Implementation Associates, Sales, Product, and Support teams.
- Onboarding Optimization: Enhance client experience by delivering early value and gathering feedback.
What You’ll Bring
- Experience: 4+ years in client onboarding, product implementation, and project management, ideally within a B2B SaaS environment.
- Client-Centric Approach: Proven ability to build strong client relationships.
- Project Management Expertise: Skilled in creating and managing project plans with achievable timelines.
- Proactive Problem Solving: Ability to identify risks and implement effective solutions.
- Effective Communication: Strong verbal and written skills to simplify complex processes.
Pay Transparency
Ontra considers candidate location, experience, and skills when determining compensation. The base pay range is $83,300—$116,600 USD, with potential additional compensation options.
Hiring Locations & Benefits
This role is open to candidates based in the United States. Additional hiring regions include select APAC and EMEA locations. Benefits include a remote-first working policy, team offsites, flexible time off, paid parental leave, retirement contributions, reimbursement programs, and professional development budgets.
Occasional travel is required for in-person team offsites.
Ontra is committed to inclusivity and will provide reasonable accommodations throughout the hiring process as needed.
Contact & Verification
Employees must verify identity and eligibility to work. External agencies are not accepted.
Key skills/competency
- Client Onboarding
- Project Management
- SaaS Implementation
- Client Consultation
- Proactive Communication
- Onboarding Optimization
- Problem Solving
- Relationship Building
- Attention to Detail
- Cross-Functional Collaboration
How to Get Hired at Ontra
- Tailor Your Resume: Highlight relevant client onboarding and SaaS experience.
- Research Ontra: Understand their AI solutions and private markets focus.
- Customize Your Application: Emphasize project management and communication skills.
- Prepare Examples: Cite successful client onboarding and problem solving instances.
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