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 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 an East Coast–based marketer owning integrated field marketing and campaigns across North America, with a strong focus on the major financial hubs around the New York financial districts.

Working in close partnership with the central and global marketing teams, you will turn our global positioning, campaign strategy and ABM framework into sharp, locally resonant programs for Tier 1 financial services accounts.

You will also manage the regional integrated campaigns budget. This is a strategy and execution role: you will help shape the regional plan and then run it – designing and executing full-funnel, account-focused campaigns that combine digital, ABM, SDR plays, content, and high-impact in-person and virtual executive events, ensuring every touchpoint is orchestrated to drive meetings, opportunities and revenue in the region.

We’re looking for someone based in New York City (or East Coast) with the ability to spend regular time in person with Sales and customers in the financial districts and across the East Coast as needed (expect c. 20 to 30% travel for events and account visits).

What you will do

• Sales partnership
  Partner closely with regional Sales leadership to define focus segments, priority accounts, and marketing priorities that directly support pipeline growth. Act as a constant, embedded partner to Sales, serving as the day-to-day marketing lead for US Sales and BDM teams, enabling effective engagement with Tier 1 accounts.

• Integrated campaigns
  Plan and deliver integrated, multi-channel campaigns that move priority segments from initial awareness through sustained engagement, shaping brand perception and driving meaningful, sales-led conversations.

• Field marketing
  Own regional field marketing, including strategizing and executing, events and offline touchpoints as part of broader campaigns, in tight alignment with Sales, to drive tangible business outcomes.

• ABM
  Deliver and continuously evolve ABM foundations and plays in collaboration with global teams, with a strong focus on strategic US accounts.

• Data and reporting
  Track performance and pipeline impact, translating data into clear, actionable insights. Partner with RevOps and Marketing Ops to understand what’s working, what’s not, and where there’s an opportunity to support.

• Global strategy localization
  Bring a deep understanding of the US market and customer needs. Translate global strategy into regional inputs, ensuring campaigns and narrative land effectively in the US.

What you bring

• 5-8 years’ experience in B2B marketing, with a focus on integrated campaigns, field marketing, ABM or demand generation.

• Proven track record working with enterprise / Tier 1 accounts, ideally within financial services, fintech, SaaS or other complex B2B environments.

• Demonstrated experience co-planning pipeline with sales and owning programs that lead to meetings and opportunities, not just activity.

• Comfortable operating as both strategic planner and hands-on operator – from shaping the regional plan with leadership to executing the details.

• Strong relationship-building skills; able to become a trusted partner to senior sales leaders and credible in conversations with C-level stakeholders.

• Data-literate and experiment-minded: able to read dashboards, interpret performance, and propose clear next steps.

• Excellent written and verbal communication skills; able to turn complex ideas into sharp, compelling narratives for senior decision-makers.

Our assessment process

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

• Portfolio review

• Test Task (5 business days) + Presentation with a Hiring Manager (90 min)

• Interview with VP, Sales, Strategic Accounts – North America (30 min)

• Competency-based interview with the Talent Acquisition Specialist (60 mins)