Client Onboarding Manager

Ontra; United Kingdom; Remote; GBP 60,000 - 85,000; Full time

Job summary

Ontra is seeking a Client Onboarding Manager to enhance client experience during post-sale product implementation. The role involves consulting clients, managing projects, and collaborating with cross-functional teams to ensure successful onboarding of their SaaS products. Ideal candidates will have a client-centric approach and strong project management skills, with a focus on delivering value and addressing client needs.

Benefits

Remote-first working policy

Paid flexible time off policy

Paid parental leave and benefits

Employer-supported retirement contributions

Monthly phone and internet reimbursement

Qualifications

• 5+ years of relevant experience in client onboarding and product implementation.
• Experience working with private markets clients is a plus.

Responsibilities

• Serve as the main point-of-contact during client onboarding.
• Develop project plans with clear milestones.
• Regularly update clients on project progress.

Skills

Client-Centric Approach

Project Management Expertise

Proactive Problem Solving

Effective Communication

Education

B2B SaaS Experience

Job description

Join to apply for the Client Onboarding Manager role at Ontra

Join to apply for the Client Onboarding Manager role at Ontra

About Ontra

Ontra is the global leader in AI legal tech for private markets. Powered by industry-leading AI, data from 1M+ contracts, and a global network of legal professionals, Ontra's private markets technology platform streamlines and optimizes critical legal and compliance workflows across the full fund lifecycle. Ontra’s purpose-built solutions automate contracts, streamline obligation management, digitize entity management, and surface insights. Trusted by more than 800 global GPs, investment banks, law firms, and advisors - including nine of the top ten PEI-ranked firms worldwide - Ontra helps firms focus on what’s important to them.

About Ontra

Ontra is the global leader in AI legal tech for private markets. Powered by industry-leading AI, data from 1M+ contracts, and a global network of legal professionals, Ontra's private markets technology platform streamlines and optimizes critical legal and compliance workflows across the full fund lifecycle. Ontra’s purpose-built solutions automate contracts, streamline obligation management, digitize entity management, and surface insights. Trusted by more than 800 global GPs, investment banks, law firms, and advisors - including nine of the top ten PEI-ranked firms worldwide - Ontra helps firms focus on what’s important to them.

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.

About the Role

Ontra is seeking a Client Onboarding Manager reporting to our Senior Manager, Implementation.

For this job, we are currently only hiring candidates based in the United Kingdom.

We’re looking for someone eager to create a great client experience during post-sale product implementation and onboarding. In the Client Onboarding Manager role, you will work with clients of our SaaS product solutions, Insight and Ontra Atlas, supporting our fast-growing global client base of private markets clients.

If you have a detail-oriented approach and excel at building strong, positive relationships with sophisticated stakeholders, we’d love to get to know you!

What You’ll Do

• Client Consultation: Serve as the main point-of-contact during the client onboarding process, collaborating with key contacts to understand their needs and tailor implementation plans.
• Project Management: Develop project plans with clear milestones to guide onboarding, ensuring alignment with client goals and internal processes.
• Proactive Communication: Regularly update clients on project progress and achievements, reinforcing the SaaS solution's value and addressing potential issues.
• Cross-Functional Collaboration: Work with Implementation Associates to accurately execute tasks and coordinate with Sales, Product, and Support for consistent client experiences.
• Onboarding Optimization: Enhance client experience by delivering early value and collecting feedback to improve implementation processes.
  
  
  

What You’ll Bring

• Experience: 5+ years of relevant experience in client onboarding, product implementation, and project management, ideally within a B2B SaaS environment; experience working with private markets clients a plus
• Client-Centric Approach: Demonstrated ability to build strong client relationships and prioritize their success.
• Project Management Expertise: Skilled in creating and managing project plans with achievable timelines and clear milestones.
• Proactive Problem Solving: Capable of identifying potential risks and implementing solutions before they impact the client experience.
• Effective Communication: Strong verbal and written communication skills, with the ability to translate complex processes into client-friendly terms.
  
  
  

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

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
• Employer-supported retirement contributions, varying by country
• 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 [e-mail].

Personnel Privacy Notice: View here.

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.

#BI-Remote

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Software Development

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