Senior Premium Solutions Manager - USA

The role

You will act as an operational partner for investment banking teams executing M&A transactions. You will provide product guidance, workflow coordination, and high-touch operational execution to strategic and premium clients.

What you will do

• Enable strategic and premium clients to execute projects through operational execution and product guidance
• Build operational relationships with deal execution teams
• Guide clients during onboarding, project launch, migrations, and critical project phases
• Run regular check-ins with client teams and internal sales account owners
• Use AI-assisted and conventional tools to identify risks and friction points
• Advise clients on setup, permissions, workflows, governance, Q&A, reporting, and user management
• Investigate and resolve client issues and root causes
• Perform operations within the data room including user invitations, permissions, redaction, and migrations
• Coordinate with Sales, Product, Customer Support, Legal, Security, and other teams
• Document client requests, actions, decisions, and escalations

Required qualifications

• 2+ years of experience in a Solutions Manager, Account Manager, Technical Account Manager, Sales Engineer, or Customer Support role
• Comfortable operating in fast-paced, high-pressure environments
• Clear, confident communicator in writing and live conversation
• Client-driven with strong emotional intelligence and judgment
• Sharp analytical and problem-solving skills
• Highly organized and proactive self-starter
• Native-level proficiency in English

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
• Additional business languages

Benefits

• Remote-first flexibility
• Home workplace budget
• Co-working expense coverage
• Individual IT budget for extra equipment
• Top-tier tech and AI-powered tools
• Access to Ideals Academy
• 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

Before you apply

• 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)

About the company

Ideals is a global B2B SaaS product company in the secure business collaboration market. Their data room platform is used by over 2,000,000 business users at 300,000 companies worldwide.