Premium Solutions Manager – USA

Idealsvdr; Northern (KY); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Home workplace budget

Co-working expense coverage

Top-tier tech and AI-powered tools

Ideals Academy access

Employer-paid health insurance

Job summary

Ideals is a global B2B SaaS product company trusted by over 2,000,000 users across 300,000 companies. We seek a Premium Solutions Manager to be the go-to operational partner for investment banking clients, ensuring flawless execution from onboarding through deal close.

Join a remote team from NYC or Chicago and work with the Key Accounts sales team across the US to guide high-stakes M&A projects. Base pay is $75,000–$90,000 with total compensation $100,000–$110,000.

Qualifications

• 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.
• Experience operating in fast-paced, high-pressure environments with tight deadlines.
• Clear, confident communicator able to explain complex technical issues in writing and live conversation.

Responsibilities

• Enable premium clients to execute projects through high-touch operational execution, product guidance, and workflow coordination.
• Build trusted operational relationships with deal execution teams and other stakeholders.
• Guide clients during onboarding, project launch, migrations, and critical project phases.
• Run regular check-ins with client teams and internal sales to surface early warning signs.
• Use AI-assisted and conventional tools to identify risks, errors, or friction points before clients report issues.
• Advise on best-practice setup, permissions, workflows, governance, Q&A processes, reporting, and user management.
• Investigate issues, identify root causes, and resolve hands-on or propose practical workarounds.
• Handle data room operations: invitations, permissions, redaction, migrations, exports, Q&A configuration.
• Coordinate with Sales, Product, Customer Support, Legal, Security, and Professional Services teams to resolve matters.
• Document client requests, actions, decisions, escalations, and follow-ups.
• Share recurring issue patterns and best practices with teams; contribute to retention and expansion.

Skills

Client relationship management

Communication

Problem solving

English proficiency

Job description

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 elevate

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)

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

Reach globally
with a team celebrated by your sales peers

You’ll enjoy the right blend of support and autonomy to help you reach your full potential, anywhere in the world

• Remote-first flexibility to shape your ideal workday
• Home workplace budget
• Co-working expense coverage
• 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

We will contact you as soon as possible.