Premium Solutions Manager – USA

About the Position

Premium Solutions Manager – USA

United States

Customer Support

Remote

About the Company

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.

Responsibilities

• 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

Requirements

• 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

We Offer

• 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
• 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
• 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
• Local gatherings in global locations
• Generous internal referral program

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)

Unrivaled Recognition

We’re proud to be celebrated by our customers and teammates

• G2 Market Leader
• Based on 700+ reviews
• 4.7 out of 5
• Trusted by talent
• Based on 100+ reviews
• 4.2 out of 5

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