Account Operations Associate

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InCloudCounsel is seeking an Account Operations Associate to join our rapidly growing company. InCloudCounsel is the leading technology and services provider of contract automation and intelligence for many of the world’s biggest and most innovative companies. By combining highly experienced corporate attorneys with cloud-based software that unlocks valuable data within contracts, InCloudCounsel offers a scalable, end-to-end solution for negotiating and managing routine legal work.

The Account Operations Associate will support Account Managers in day-to-day responsibilities including configuring new customer accounts, executing customer requests within the InCloudCounsel app, and maintaining Salesforce records.  This person will also assist with product feature requests and customer data requests, working closely with the Product team as well as others to efficiently support our customers and future company growth. This is a new role on our Account Management team, and provides a great introduction to the exciting world of legal tech and our global account management operations.  

The Account Operations Associate will report directly to the Customer Development Manager of InCloudCounsel, and we are open to great candidates across the U.S.*

*InCloudCounsel is an employer in the following U.S. states—CA, D.C., CT, FL, GA, IL, MA, NJ, NY, OR, PA, TN, TX, VA, WA, as well as internationally in Hong Kong, Singapore, and The United Kingdom; we currently have offices in London, Los Angeles, New York City, and San Francisco.

Responsibilities:

  • Respond to and provide guidance on all customer asks in regards to app changes; you’ll become an app expert and a go-to resource for questions 
  • Maintain Salesforce records in collaboration with Sales Operations team 
  • Support Directors and Managing Directors on invoicing tasks
  • Work closely with the Account Management Directors to understand and prioritize new feature requests
  • Lead fulfillment of customer data requests, utilizing app data, Salesforce, and Looker  

Requirements:

  • Experience with Salesforce or a similar platform required; understanding of and interest in reporting and analytics a plus  
  • A high level of comfort with Excel, Google Sheets, or similar tools; you love data, numbers, and figuring out how it all fits together 
  • Strong collaboration skills, able to work effectively with a global team and across multiple departments and workstreams 
  • Effective multitasking skills; comfortable juggling various tasks and adapting as priorities come up and change
  • Internships or full-time work experience sales, account management, deal desk, or sales operations preferred

About the team: We’re all about freedom. InCloudCounsel is on a mission to free companies from outdated legal processes and corporate lawyers from outdated work models. We’re a group of former Big Law lawyers, business professionals, and engineers working together to modernize the legal industry. The people behind developing our product, servicing our customers and lawyer partners, and driving our business operations are dynamic individuals who have also achieved the freedom to do what’s important to them - they’re musicians, dancers, photographers, sailors, surfers, world travelers, home flippers, and animal lovers - and our freedom inspires us to free others.

Benefits

  • Flexible compensation package that allows employees to participate in long term company growth
  • Semi-weekly lunch perk
  • Medical, dental, and vision insurance
  • 401K, pre-tax benefits
  • Parental leave
  • Generous vacation policy
  • Annual professional development stipend
  • Remote work flexibility

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

NOTE to External Agencies: We are not accepting any blind submissions or resumes from recruitment agencies. Any resumes sent to a member of InCloudCounsel will NOT be accepted or considered as a submission.

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Technology we use

  • Engineering
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Location

Austin, TX

An Insider's view of Ontra

How would you describe the company’s work-life balance?

Everyone is trusted to take time off throughout the year when they want to, and they actually do take time off. I also have my Slack notifications turned off every night, on weekends, and on PTO. We’re all about finding ways to achieve ambitious goals with sustainable and healthy day-to-day processes.

Robyn

User Experience Designer

What does your typical day look like?

I spend most of my time with our customers to understand the tech-enabled legal processes currently in place and offer recommendations on products and services that will support their continued success. I work across the organization from partnering with our attorney partners-to collaborating with the Product team to improve and scale our process.

Josh

Managing Director, Account Management

What are Ontra Perks + Benefits

Culture
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Flexible work schedule
Remote work program
Diversity
Documented equal pay policy
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Team workouts
Mental health benefits
Financial & Retirement
401(K)
Company equity
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited vacation policy
Paid holidays
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Home-office stipend for remote employees
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications

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