Senior Customer Success Manager - Investment Banking; Remote
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-09-30
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Customer Service/HelpDesk
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Finance & Banking
Ontra is seeking a Senior Customer Success Manager to join its Investment Banking team, reporting to the Managing Director of Customer Success. You will be a subject matter expert in client retention, lawyer management, and strategic growth, serving as a trusted solutions partner to ensure positive business outcomes.
The role emphasizes effective communication, relationship-building, and proactive problem solving, with remote-first work and periodic in-person meetings across major US cities.
The following role is for a Senior Customer Success Manager
- Investment Banking (Remote) with Ontra.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Customer Success Manager
- Investment Banking (Remote) role in the description above.
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