SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Ontra is seeking a Senior Sales Engineer to join its Sales Engineering team, reporting to the Director. The ideal candidate is a former practicing solicitor or attorney with 4+ years of experience in the private funds industry, excited to transition into a strategic, customer-facing role.
In this position, you will leverage your legal expertise and industry knowledge to help law firms, fund managers, and financial institutions modernize legal workflows through Ontra's AI-native platform. You'll serve as a trusted legal and product expert throughout the sales process, engaging prospective and existing customers in strategic conversations that connect their legal, compliance, and business needs with AI-powered solutions.
Key responsibilities include:
- Conducting thoughtful discovery and demonstrating how Ontra's AI-powered platform addresses complex legal and operational workflows
- Engaging with senior legal, compliance, and investment professionals to build credibility and drive customer adoption
- Maintaining accurate CRM records, conducting call reviews, and capturing customer insights to support the sales process
- Partnering closely with Account Executives, Product, Customer Success, and cross-functional teams to align on customer strategy and share market feedback
- Staying current on developments across private markets, legal technology, and AI while building expertise in Ontra's platform
- Traveling to customers, events, and offsites at least once per month
You should bring exceptional presentation, written, and verbal communication skills with the ability to simplify complex legal, operational, and technical concepts. Strong analytical and problem-solving abilities, a consultative mindset, and genuine interest in helping customers solve complex challenges are essential. Experience with legal technology, AI-powered solutions, or private markets is strongly preferred.
Ontra is the leader in AI-powered solutions for the private markets, trusted by more than 1,000 global GPs, investment banks, law firms, and advisors—including nine of the top ten PEI-ranked firms. The company operates in a remote-first environment with office hubs in NYC and Santa Barbara.
