Premium Solutions Manager – UK

Ideals is a global B2B SaaS product company recognised 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 involves becoming 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 centre 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 before they escape.
• 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 organised 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).

Unrivaled recognition:

We’re proud to be celebrated by our customers and teammates. G2 Market Leader based on 800+ reviews 4.7 out of 5. Trusted by talent based on 100+ reviews 4.2 out of 5.

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.