Premium Solutions Manager - USA

Get to know usIdeals 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 roleWe'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 doEnable strategic and premium clients to execute their projects successfully through high-touch operational execution, product guidance, and workflow coordinationBuild trusted operational relationships primarily with the deal execution team, while maintaining credibility with other stakeholders when requiredGuide clients during onboarding, project launch, migrations, and other critical project phasesRun regular check-ins with the client team and internal sales account owner to surface early warning signs early, before they escalateUse AI-assisted and conventional tools to proactively identify risks, errors, or friction points before they surface as client-reported issuesAdvise clients on best-practice setup, permissions, workflows, governance structures, Q&A processes, reporting, and user managementInvestigate clients' issues, identify root causes rather than symptoms, and resolve hands-on or propose practical workaroundsPerform 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 teamCoordinate with Sales, Product, Customer Support, Legal, Security, Professional Services, and Operational teams to resolve client-critical matters efficientlyEnsure accurate documentation of client requests, actions, decisions, escalations, and follow-up itemsShare recurring issue patterns, workarounds, and best practices with Customer Support, Sales, and Product teamsContribute to retention and expansion outcomes indirectly by improving client experience, product adoption, operational confidence, and trust in IdealsWhat you bring2+ 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 clientsComfortable operating in fast-paced, high-pressure environments where deadlines are measured in hours, not weeksClear, confident communicator – able to explain complex technical issues simply, in writing and in live conversationNaturally client-driven, with strong emotional intelligence and the judgment to know when to guide, when to execute, and when to escalateSharp analytical and problem-solving skills, with a knack for finding root causes and real solutions, not just high-level adviceHighly organized and proactive self-starter, comfortable managing multiple concurrent priorities without close supervisionNative-level proficiency in English; additional business languages are a plusNice to haveSaaS, financial, fintech, or information security industry backgroundGenuine interest in financial markets, M&A, or the investment banking worldExperience using AI tools to drive business efficiency, streamline processes, or enhance data-driven decision-making.Our assessment processScreening call with the Talent Acquisition Specialist (45 mins)Presentation and Role PlayCompetency-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 workRemote-first flexibility to shape your ideal workday Home workplace budget Co-working expense coverage Individual IT budget for extra equipmentTop-tier tech and AI-powered toolsFor your growthAccess to Ideals Academy with numerous coursesInvestment in external learning and development activitiesGuidance in Personal Development Plan creationProfessional literature and subscriptions coverageSupport of your passion as a speaker or writerInternal talent mobility opportunitiesFor your well-being100% employer-paid health insurance for US employees with a 401(k) match programMental health activities reimbursementFunding for sports competitions20 business days of annual leavePaid health-related time offExtra perksBudget for meetups with your local teamGenerous internal referral programOur cultureCommitment, Excellence, Collaboration, Trust and Care are core values to the Ideals team. For us, these are the principles that every Idealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we create a team where talents feel at ease and work to the best of their abilities.Discover moreIdeals is an equal opportunity employerAt Ideals, we value a diverse, inclusive workforce and we provide equal employment opportunity for all applicants and employees. All qualified applicants for employment will be considered without regard to an individual’s race, color, sex, gender identity, gender expression, religion, age, national origin or ancestry, citizenship, physical disability, medical condition, family care status, marital status, domestic partner status, sexual orientation, genetic information, military or veteran status, or any other basis protected by federal, state or local laws. If you need assistance or an accommodation due to a disability, you may inform us in the 'Additional information' field when submitting your application.LocationNew York, United States; Boston, United States; Chicago, United StatesEmployment TypeFull timeLocation TypeRemoteDepartmentCustomer Support