Ontra is a leading B2B legal technology firm that enables its clients to achieve digital transformation across routine legal functions. As employee #20 of 350+, I eventually became the most tenured account manager, leading growth with top global enterprise clients in a cross-functional leadership role. Key achievements:- A leading voice in the strategy and scaling of the account management function from 4 to 30+ employees.- Hired, trained, coached and managed 8 account managers, including Ontra’s top performing Director of AM.- Developed metric-driven OKRs, team programming, scalable onboarding processes and best practices.- Achieved net dollar retention of 250%+ in many periods and consistent NPS of >70.- Primary point of contact and trusted advisor to client stakeholders at all levels (GC/CFO to end users).- Regularly delivered client presentations on recommended processes, product roadmap, and market trends.- Designed unique customer events which resulted in upsells and actionable feedback from users.- Renegotiated many top customer contracts, including one 30% price increase with zero usage or volume loss.- Redesigned outdated processes for top accounts, which reversed churn risk and increased revenue and NPS.- Led a cross-functional team to design and implement scalable annual business review (ABR) program; resulted in measurable improvements in customer health scores, NDR, internal resource spend and ABR rates YOY.- Delivered regular revenue reports and projections to Ontra executives and CFO.- Partnered with all cross-functional leaders to incorporate legal concepts into AI models, draft marketing materials, secure customer testimonials, design SalesForce dashboards, and entertain customers.- Created and co-led an employee resource group for parents with 60+ members; advised on parental policies.- Created pandemic-era virtual social programming; later planned bi-annual off-site employee experiences.

As the founder of Caterina Law P.C., I provided cost-effective corporate legal solutions for businesses and investors, handling day-to-day transactional projects with a straightforward approach. Representations included numerous private equity and financial services firms through Ontra (formerly InCloudCounsel).

At Greenberg Traurig, I represented both private and public companies in private acquisitions, stock financings, public offerings, and ongoing corporate matters. I was the lead associate for domestic and cross-border transactions for clients in a variety of industries, including consumer products, food production, manufacturing, business services, and tourism and hospitality.

During my time as an attorney in the Technology and Emerging Companies Group of Andrews Kurth LLP, I worked with startups and venture capital funds on company formation, debt and equity financings, acquisitions, public offerings, and ongoing corporate governance.