Sales Engineer

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 https://www.ontra.ai/careers/#our-values. For this job, we are currently only hiring candidates based in the United States. For more information on where we employ, please see below. About the Role Ontra is seeking a Sales Engineer reporting to the Director on our Sales Engineering team. We’re looking for someone excited to leverage their funds industry expertise to craft compelling value propositions, utilize in-depth Ontra product knowledge, and strategically contribute to revenue growth through insightful client interactions. We expect this role will travel to customers, events, and offsites at least once per month. If you are a dynamic and self-motivated solutions engineer or domain expert with a knack for understanding complex concepts quickly, an exceptional sales acumen and an aptitude for developing meaningful customer relationships, we’d love to get to know you! What You’ll Do - Product Expertise and Customization: Conduct comprehensive internal and external research and discovery to prepare tailored sales demos, effectively showcasing how Ontra's product addresses unique prospect needs. - Customer Engagement: Engage actively in conversations with potential and existing clients, demonstrating deep knowledge of both the product and the funds industry to communicate valuable propositions. - Operational Efficiency: Maintain up-to-date CRM records and perform diligent call reviews, ensuring all operational tasks are completed accurately to support the sales process. - Strategic Collaboration: Participate in strategic discussions with account executives, product managers, and other cross-functional teams to align on sales strategies and drive cohesive efforts. - Sales and Product Enablement: Engage in continuous training sessions and sales enablement conversations to refine skills and ensure in-depth understanding of product advancements. What You’ll Bring - Experience: 5+ years selling to legal, compliance, and finance stakeholders or 3+ years in the private funds legal or investment management space; familiarity with the private funds or legal tech spaces preferred. - Sales acumen: Excellent sales, customer service, and interpersonal skills with a high degree of motivation and drive. - Communication skills: Expert presentation skills and strong ability to communicate in both written and verbal forms with various levels of buyers. - Collaboration: Passionate about building strong, trusted relationships with sales teams, internal teams, and prospects/customers through feedback and clearly articulated suggestions and proposals. - Problem Solving & Learning: Exceptional problem-solving skills with aptitude for quickly learning new technologies; desire to grow, evolve, and teach solutions internally and externally. - Systems Thinking: Strong ability to iterate on current systems an