RRemoteville
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Customer Success Associate

Skills
Attention To DetailCustomer OnboardingCustomer SuccessEmail EtiquetteEtiquetteOnboardingProcess Optimization
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • At least one year of professional work experience within the customer success or customer service spaces; experience within legal tech or a 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

Nice to have

  • Efficiency
  • Adaptability
  • Relationship management

Day to day

  • 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
  • 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
  • Become an Ontra app expert staying up to date on core processes; and manage all Ontra app and Salesforce updates
  • Efficiently enact the customer journey and help constantly improve the company’s customer-facing processes