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 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. Our key products include:

Ideals Virtual Data Room (VDR): A secure, cloud-based platform for sharing confidential documents during due diligence, fundraising, M&A, legal transactions, and other business-critical workflows.

Ideals Board: A platform for boards and executive teams to streamline governance and enhance decision-making in a fast, secure, and compliant way.

The role

As we keep entering new markets globally, we are looking for a Sales Operations Specialist remotely in India to support the scaling phase of our Field Sales function.

You’ll proactively drive global Field Sales Unit scaling by providing strategic support for different stakeholders, from Sales and Marketing Teams to C-level management. You’ll enhance sales processes, expand the pipeline, and oversee data-driven insights. Your efforts will improve process quality, sales efficiency, customer engagement, and revenue growth by equipping teams with essential tools, reports, and analysis.

You will report to Field Sales Operations Lead – Dmytro Prozhohin.

What you will do

• Provide essential support for the Field Sales Team: addressing inquiries related to sales workflows and product information, and delivering insightful reports to help the Management Team make informed decisions

• Review, evaluate, and update current sales processes, implementing market best practices and transforming insights into actionable plans

• Collaborate with cross-functional teams to align sales processes with organizational goals

• Improve the clarity and accuracy of data in our CRM and maintain process documentation

• Conduct market research in new areas to support expansion into new regions

• Manage tools licenses and the seamless transition to new instruments

• Execute automated outreach campaigns, using platforms like LinkedIn to identify high-potential leads and support the Field Sales Team in connecting with them

• Support onboarding processes for new sales hires

What you bring

• Advanced English Proficiency (C1 level), both oral and written

• 1+ year of experience as a Sales Operations Specialist with a prior Sales background

• Comprehensive understanding of the Sales Process

• Excellent analytical skills and systemic thinking: a strong ability to navigate database software, write reports, and search for patterns

• Demonstrated experience in managing and optimizing sales processes

• Experience in sourcing leads, conducting data searches, and analysis

• Proficiency in Google Spreadsheets and demonstrated competence in handling CRM

• High-level planning and organizational skills

• Influencing skills with effective spoken and written communication

• Commitment to self-development and continuous learning

Nice to have

• Experience working in B2B SaaS

• Knowledge of Outbound Sales Processes & Lead Generation

• Tableau, SQL

Our assessment process

• Screening call with the Talent Acquisition Specialist (45 mins)

• Test Task (~5 hours)

• Test Task Presentation with Hiring Manager (45 mins)

• Competency-based interview with the Talent Acquisition Specialist (90 mins)

• Hiring Manager interview (60 mins)