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)

What we offer

We highly value our people, so we will empower you with all the resources and support to help you reach your full potential.

For your best work

• Remote-first flexibility to shape your ideal workday

• Home workplace budget

• Co-working expense coverage

• Individual IT budget for extra equipment

• Top-tier tech and AI-powered tools

For your growth

• Access to Ideals Academy with numerous courses

• Investment in external learning and development activities

• Guidance in Personal Development Plan creation

• Professional literature and subscriptions coverage

• Support of your passion as a speaker or writer

• Internal talent mobility opportunities

For your well-being

• 100% employer-paid health insurance for US employees with a 401(k) match program

• Mental health activities reimbursement

• Funding for sports competitions

• 20 business days of annual leave

• Paid health-related time off

Extra perks

• Budget for meetups with your local team

• Generous internal referral program