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Senior Customer Success Manager - Investment Banking; Remote

Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Ontra
Remote/Work from Home position
Listed on 2026-09-30
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below
Position: Senior Customer Success Manager - Investment Banking (Remote)

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.

We appreciate your interest in this position.

Join Ontra and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

Position Requirements
10+ Years work experience
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