Get to know us

Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric in a secure business collaboration market. Trusted by more than 2,000,000 users from 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stakes business decisions. We achieve this by delivering extremely intuitive and robust software products that help people make impactful decisions with less stress, higher quality, and shorter hours:

Ideals Virtual Data Room: A web-based cloud platform used by companies in a wide range of industries to ensure secure confidential document sharing for online due diligence, fundraising transactions, corporate reporting, licensing, clinical trials, and other business goals.

Ideals Board: A cloud platform with web and mobile applications used by board members, CEOs, executives, and corporate secretaries, to streamline governance and improve high-stake decisions in a fast, secure, and compliant way.

The role

Delivering exceptional customer experience is key at Ideals. Our Customer Success team has been crucial in driving a high level of customer satisfaction and securing our Market Leader status on G2 for 5 consecutive years.

To support the rapid global growth plans for Ideals VDR, we are seeking a results-driven Customer Success Sales Executive to join our Global team in Germany remotely. Your primary responsibility will be to re-engage with our past and inactive Advisory clients, whilst manage a portfolio of existing Advisory clients. 

We are looking for someone with a growth mindset, strong sales, relationship building and negotiation skills, who can successfully coordinate outreach activities, close deals and nurture client relationships. This role offers the chance to be at the forefront of our specialist Advisory department, and is an ideal opportunity to fulfil a sales career within a hyper-growth environment.

What you will do

• Manage a portfolio of existing Advisory clients and encourage repeat business
• Presenting the product to customers-including demonstrations, onboarding and training
• Research and study new clients to identify their expected value from the product
• Engage with clients through their product journey and ensure appropriate experience to increase adoption and retention, including regular check-ins
• Proactively renew, find additional projects, and upgrade client subscriptions based on their current needs
• Monitor client activity in the VDR, anticipating potential issues, and promptly address them to maintain high client satisfaction
• Establish and nurture strong client relationships to enhance loyalty
• Participate in project activities to improve the Customer engagement process or introduce new Customer retention and expansion initiatives

What you bring

• Native-level German and full professional proficiency in English (C1)
• 3+ years of experience in a full sales cycle position
• Knowledge of the best sales techniques for professionally dealing with objections, negotiating, creating proposals, and successful deal closure
• Readiness and enthusiasm to take on additional tasks when necessary, along with a responsible and proactive work ethic
• Ability to learn fast and adapt based on feedback
• Proficiency in building fast rapport with a result-driven mindset

Nice to have

• Proven expertise in upselling and cross-selling 
• Experience in a customer success-focused environment
• Previous work experience in the B2B SaaS tech industry 
• Financial background, knowledge of key players and market trends