Account Director, Sales (Investment Banking)

Ontra
Full-time
On-site
Remote

About Ontra
Ontra is the global leader in AI legal tech for private markets. Powered by industry-leading AI, data from 1M+ contracts, and a global network of legal professionals, Ontra's private markets technology platform streamlines and optimizes critical legal and compliance workflows across the full fund lifecycle. Ontra’s purpose-built solutions automate contracts, streamline obligation management, digitize entity management, and surface insights. Trusted by more than 800 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 to them.

Our Culture
Ontra is a remote-first company that values the power of connection. We find innovative ways to stay connected, both virtually and in person. By promoting ownership, inspiring creativity, and championing collaboration, Ontra enables you to shape your impact and growth. Our commitment to innovation extends beyond our technology; it’s embedded in our culture, and AI plays a crucial role in everything we do.

Our culture is one where belonging is the cornerstone of every interaction, rooted in acceptance and respect for all. Our commitment to inclusion begins at the application process, ensuring a fair and equitable hiring experience that values the unique contributions you bring from day one.

About the Role

Ontra is seeking an Account Director, Investment Banking, reporting to our Managing Director of New Sales, to join our growing Sales team. 

For this job, we are currently only hiring candidates based in the United States, with a preference for candidates in the Chicago and New York City Metropolitan areas.

We’re looking for someone excited to cultivate strong relationships with new investment bank customers, enhance and expand on existing investment bank customer accounts, and strategically drive revenue growth.

This is a great opportunity for an ambitious, extroverted closer who is adept at building and nurturing strong relationships with clients, is always on the hunt to expand business and is ready to adapt to new strategies and initiatives.

What You’ll Do

  • Prospecting and Lead Qualification: Engage in intensive prospecting activities and qualify leads to build a robust sales pipeline.
  • Sales Process Management: Competently manage the sales process from initial discovery stages to closing, ensuring all steps are strategically executed.
  • Transaction Closure: Efficiently close transactional sell-side M&A processes, leveraging investment banking relationships to facilitate swift deals.
  • Account Acquisition and Growth: Focus on acquiring new investment bank accounts and driving revenue growth through existing relationships.
  • Strategic Planning and Execution: Collaborate with team members and managers to strategize and effectively execute sales calls, customer events, and educational sessions.
  • Cross-Functional Collaboration: Work closely with Marketing and Customer Success teams to support go-to-market initiatives for investment banks.

What You’ll Bring

  • Experience: 6+ years of sales experience as a top performer selling to investment banks, or 3+ years of experience as an investment banking professional.
  • Industry Knowledge: Strong understanding of the investment banking industry, including key players and market trends.
  • Sales Expertise: Proven track record in sales or business development, ideally in closing deals and achieving targets within investment banks.
  • Technical Acumen: Familiarity with tech-enabled services and their application within investment banks is advantageous.
  • Communication Skills: Excellent verbal and written communication skills for effectively engaging with clients and stakeholders.

Pay Transparency
Ontra takes individual candidate location, experience, and skills into consideration when determining compensation. The base pay range is listed below. Additionally, all positions are eligible for unit-based equity grants.

Some positions may be eligible for additional compensation, such as commission or other variable compensation structures, which is not included in the below base pay range.

If you are selected to participate in our interview process, your Talent Acquisition Partner will share more details about the total compensation package for the role.

Base Pay Range
$125,000—$150,000 USD

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

APAC
Hong Kong, Singapore 

EMEA
United Kingdom

Benefits Snapshot

  • Remote-first working policy, with office hubs in SF, 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 LinkedIn Learning accounts, department budgets for professional development, and 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.

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