Get to know us

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 users from 300,000 companies globally, we help people run high-stakes processes and make important decisions with less stress, higher quality, and shorter hours.

Ideals Virtual Data Room (VDR)

Secure document sharing and collaboration for due diligence, fundraising, corporate reporting, licensing, clinical trials, and other complex transactions.

Ideals Board

Board and leadership collaboration platform for faster, safer, and more compliant decision-making.

The role

We're looking for a Premium Solutions Manager to join our remote team in London 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 UK, 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.

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