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Ideals Virtual Data RoomPosted 1 month ago

Premium Solutions Manager - USA

$75,000–$90,000 year

RemoteUnited States or Manhattan, New York, United States

Full TimeSenior LevelMedium

Job Summary

Enable strategic premium clients to execute high-stakes M&A projects through high-touch operational execution, product guidance, and workflow coordination. Build trusted relationships with deal execution teams while guiding clients through onboarding, migrations, and critical project phases. Proactively identify risks using AI-assisted tools and resolve issues by investigating root causes rather than symptoms. Coordinate with Sales, Product, Legal, and Professional Services teams to efficiently handle user invitations, permissions, redactions, and data room operations. Ensure accurate documentation of client requests and share recurring issue patterns with internal teams to drive retention and expansion outcomes.

Required 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
  • 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
  • strong emotional intelligence
  • judgment to know when to guide, when to execute, and when to escalate
  • Sharp analytical and problem-solving skills
  • 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

Desired Qualifications

  • additional business languages are a plus
  • 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

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