Get to know us
Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in the secure business collaboration market. Trusted by over 2,000,000 business users at 300,000 companies worldwide, our data room platform powers hundreds of billion-dollar M&A deals every day for the world’s top investment banks, advisory firms, and corporate dealmakers.
The role
We’re looking for a Premium Solutions Manager to join our remote team from NYC or Chicago and become the go-to operational partner for investment banking associates, analysts, and deal teams executing high-stakes M&A transactions. Working hand-in-hand with our Key Accounts sales team across the US, you’ll ensure every advisory and investment banking client experiences flawless execution – from onboarding through deal close.
This role is for someone tech-savvy and sharp under pressure: capable of untangling complex issues quickly, communicating solutions with absolute clarity, and building instant credibility with some of the world’s most demanding business professionals.
This is a unique opportunity to build a track record at the center of the world’s most important M&A deals, inside a multinational, fast-evolving SaaS company.
The base compensation for this role will likely be between $75,000 to $90,000, with total compensation between $100,000 to $110,000.
What you will do
Enable strategic and premium clients to execute their projects successfully through high-touch operational execution, product guidance, and workflow coordination
Build trusted operational relationships primarily with the deal execution team, while maintaining credibility with other stakeholders when required
Guide clients during onboarding, project launch, migrations, and other critical project phases
Run regular check-ins with the client team and internal sales account owner to surface early warning signs early, before they escalate
Use AI-assisted and conventional tools to proactively identify risks, errors, or friction points before they surface as client-reported issues
Advise clients on best-practice setup, permissions, workflows, governance structures, Q&A processes, reporting, and user management
Investigate clients’ issues, identify root causes rather than symptoms, and resolve hands-on or propose practical workarounds
Perform operations within the data room: user invitations, permissions setup, redaction, translation, migrations, exports, Q&A configuration, and so on directly or by coordinating the Professional Services team
Coordinate with Sales, Product, Customer Support, Legal, Security, Professional Services, and Operational teams to resolve client-critical matters efficiently
Ensure accurate documentation of client requests, actions, decisions, escalations, and follow-up items
Share recurring issue patterns, workarounds, and best practices with Customer Support, Sales, and Product teams
Contribute to retention and expansion outcomes indirectly by improving client experience, product adoption, operational confidence, and trust in Ideals
What you bring
2+ years of experience in a Solutions Manager, Account Manager, Technical Account Manager, Sales Engineer, or Customer Support role – ideally supporting high-stakes or deadline-driven B2B clients
Comfortable operating in fast-paced, high-pressure environments where deadlines are measured in hours, not weeks
Clear, confident communicator – able to explain complex technical issues simply, in writing and in live conversation
Naturally client-driven, with strong emotional intelligence and the judgment to know when to guide, when to execute, and when to escalate
Sharp analytical and problem-solving skills, with a knack for finding root causes and real solutions, not just high-level advice
Highly organized and proactive self-starter, comfortable managing multiple concurrent priorities without close supervision
Native-level proficiency in English; additional business languages are a plus
Nice to have
SaaS, financial, fintech, or information security industry background
Genuine interest in financial markets, M&A, or the investment banking world
Experience using AI tools to drive business efficiency, streamline processes, or enhance data-driven decision-making.
Our assessment process
Screening call with the Talent Acquisition Specialist (45 mins)
Presentation and Role Play
Competency-based interview with the Talent Acquisition Specialist (90 mins)
Hiring Manager interview (60 mins)
