Get to know us

Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric in a secure business collaboration market. Trusted by more than 2,000,000 users from 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stakes business decisions. We achieve this by delivering extremely intuitive and robust software products that help people make impactful decisions with less stress, higher quality, and shorter hours:

Ideals Virtual Data Room: A web-based cloud platform used by companies in a wide range of industries to ensure secure confidential document sharing for online M&A due diligence, fundraising transactions, corporate reporting, licensing, clinical trials, and other business goals.

Ideals Board: A cloud platform with web and mobile applications used by board members, CEOs, executives, and corporate secretaries, to streamline governance and improve high-stake decisions in a fast, secure, and compliant way.

The role

We are looking for a professional Sales Account Executive to join our Board team remotely. In this role, your main objective will be managing the inbound ead and SDR-generated lead volume across America and EMEA and converting them into actual paying customers using different sales techniques.

You’ll be joining Ideals Board, our fast-growing SaaS platform, as we embark on an ambitious mission to replicate the global success of Ideals VDR. You will have a focus on Finance, Healthcare, Education, and Non-profits, among other sectors where secure board collaboration is critical.

Please note that for this role, we hire in Florida.

What you will do

• Conduct discovery, demos, and negotiations with inbound Board prospects and SDR-qualified leads
• Manage pipeline in HubSpot and ensure all deal stages are updated accurately
• Work closely with SDRs to maximize the quality and volume of qualified demos
• Host and participate in customer-facing webinars to support awareness, education, and conversion
• Provide insight to the business on buyer objections, trends, and opportunities
• Support ongoing team enablement by sharing learnings and contributing to playbook development

What you bring

• 2+ years of experience in a full sales cycle closing role (SaaS/tech environment would be a plus)
• Outbound sales experience is a must
• Experience in selling financial products or services would be a significant advantage
• Strong verbal and written communication skills
• Self-motivation, ability to multi-task, prioritise and manage time effectively with high energy and an engaging level of enthusiasm
• Competence in building and maintaining effective relationships with customers
• Proficiency in quickly processing and assimilating new information (product/business and customer needs)
• Strong problem identification and objections handling skills