Legal Solutions Engineer

Ontra
  • Concord, California
    30+ days ago

    Job Description

    About Ontra
    Ontra is the leader in AI-powered solutions for the private markets. Powered by 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. Ontra’s solutions transform unstructured data trapped in static documents into actionable intelligence, enabling firms to accelerate contracts, streamline compliance, and automate entity management. Trusted by more than 1,000 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.

    Our Culture
    Ontra is built for people who want real ownership from day one in a remote-first environment that’s built to support it. Our customers are sophisticated, and our work reflects that. AI is engrained in how we work, and curiosity about it is part of who we are.

    Ontranauts are sharp, genuinely collaborative, and invested in each other's success. They are excellent at what they do and even better to work with. That combination is rare, and we don't take it for granted. Learn more about our values.

    For this job, we are currently only hiring candidates based in the United States with a preference for those in New York City. For more information on where we employ, please see below.

    About the Role

    Ontra is seeking a Legal Solutions Engineer reporting to the Director on our Sales Engineering team.

    We're looking for a former practicing attorney who is excited to apply their private markets expertise in a customer-facing role, helping law firms, fund managers, and financial institutions modernize legal workflows through AI-native technology. In this role, you'll leverage your legal background to build credibility with customers, translate complex legal concepts into practical business solutions, and demonstrate how Ontra's AI-powered platform transforms the way legal work gets done. We expect this role will travel to customers, events, and offsites at least once per month.

    If you're an attorney looking to transition into a strategic, client-facing role where you can continue leveraging your legal expertise, we'd love to get to know you!

    What You'll Do

    • Legal & AI Solutions Expertise: Leverage your experience as a practicing attorney to understand customer challenges, conduct thoughtful discovery, and demonstrate how Ontra's AI-native platform addresses complex legal and operational workflows across private markets.

    • Customer Engagement: Serve as a trusted legal and product expert throughout the sales process, engaging prospective and existing customers in strategic conversations that connect their legal needs.

    • Operational Excellence: Maintain accurate CRM records, conduct thoughtful call reviews, and capture customer insights to support a seamless sales process and continuously improve team effectiveness.

    • Strategic Collaboration: Partner closely with Account Executives, Product, Customer Success, and cross-functional teams to align on customer strategy, share market feedback, and contribute to the continued evolution of Ontra's AI-native offerings and solutions.

    • Sales & Product Enablement: Stay current on developments across private markets, legal technology, and AI while continuously building expertise in Ontra's platform through ongoing training and enablement.

    What You'll Bring

    • Experience: 2+ years as a practicing attorney within private markets or at an outside law firm serving private markets clients. Experience advising fund managers, investors, or other financial institutions is preferred. Prior experience with legal technology, AI-powered solutions, or compliance platforms is a plus.

    • Customer & Commercial Mindset: Strong relationship-building and consultative skills with a genuine interest in helping customers solve complex legal and business challenges. Previous customer-facing experience is preferred but not required.

    • Communication Skills: Exceptional presentation, written, and verbal communication skills with the ability to clearly explain complex legal and technical concepts to a variety of audiences.

    • Collaboration: Passion for building trusted partnerships across Sales, Product, Customer Success, and Engineering while delivering an exceptional customer experience.

    • Problem Solving & Learning: Strong analytical and problem-solving skills with the ability to quickly learn new technologies, adapt to evolving AI capabilities, and confidently apply your legal expertise in a fast-paced environment.

    • Systems Thinking: A process-oriented mindset with a passion for improving workflows, identifying scalable solutions, and contributing to the growth of a rapidly evolving AI-native organization.

    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, Kansas, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, Washington

    APAC

    Hong Kong

    EMEA

    United Kingdom

    Benefits Snapshot

    • Remote-first working policy, with office hubs in 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 learning and development resources, department budgets for professional development, and a 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 people@ontra.ai.

    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.

    Numbers & Facts

    LocationConcord, California
    Websitehttps://www.ontra.ai/

    Skills

    • Analysis Skillsunmatched
    • Artificial Intelligence (AI)unmatched
    • Attorneyunmatched
    • Banking Regulationsunmatched
    • Budget Managementunmatched
    • Business Solutionsunmatched
    • Channel Strategiesunmatched
    • Communication Skillsunmatched
    • Continuous Improvementunmatched
    • Cross-Functionalunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Support/Serviceunmatched
    • Customer/Client Researchunmatched
    • Dental Insuranceunmatched
    • Financial Managementunmatched
    • Fund Managementunmatched
    • Hubsunmatched
    • Investment Servicesunmatched
    • Investor Relationsunmatched
    • Legalunmatched
    • Legal Reportsunmatched
    • Onboardingunmatched
    • Partner Salesunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Record Keepingunmatched
    • Recruiting/Staffing Agencyunmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Sales Supportunmatched
    • Sales/Support Engineering (SE)unmatched
    • Team Playerunmatched
    • Unstructured Dataunmatched
    • Vision Planunmatched
    • Willing to Travelunmatched
    • Writing Skillsunmatched

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