Solutions Manager

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 deal makers.

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.

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

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 elevate

Sharp analytical and problem-solving skills, with a knack for finding root causes and real solutions, not just high-level advice

Highly…