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 a Field Sales Team Lead to drive our growth among advisory clients and solidify our position as the premier Virtual Data Room (VDR) provider in North America. Based in New York City and reporting directly to the VP of Sales, you will lead a new team of six Business Development Associates based in New York to expand our market presence within the advisory sector, build strategic partnerships, and drive ambitious revenue targets.

Your leadership will directly influence how we compete and win in the market – shaping strategy, scaling operations, and elevating the client experience for advisors through cutting-edge VDR solutions.

Compensation package: 50% base and 50% performance-based variable. Base salary range: $115,000 – $140,000.

Why Ideals?

• High Peer Trust: Ideals ranks #4 among sales organizations on RepVue, as rated by sales professionals.

• Significant Growth: Join a bootstrapped SaaS company on track for 5x revenue growth in the next five years.

• Scaling Opportunity: Lead a team of four today and scale it to 10+ in 2026.

• Proven Success: Be part of an established organization with over 17 years in the VDR business.

• Market Leader: We maintain a 31% CAGR (vs. competitors’ 11%) and power over 10% of global M&A activity.

What you will do

• Lead & Develop: Mentor and scale a team of field sales professionals focused on advisory clients while managing the full employee lifecycle, from hiring to performance management.

• Drive Performance: Set and track operational and business development metrics while presenting performance insights to the executive team.

• Advisory Market Growth: Expand new business pipelines within the advisory space, build strategic partnerships, and support the closure of high-impact deals.

• Collaborate & Align: Partner with Marketing, Product, Customer Success, and Finance to achieve shared objectives across the customer lifecycle.

• Data-Driven Leadership: Use sales data to forecast accurately and highlight key trends for leadership.

• Lead by Example: Represent Ideals and its values in high-stakes interactions with advisory firms and at industry events in the NYC area and beyond.

• Market Insight: Stay current on market trends, competition, and industry best practices to inform strategic planning for the advisory sector.

What you bring

• Education: A 4-year University degree (Bachelor’s degree).

• Sales Experience: 5+ years of hands-on experience in new business development/closing roles (B2B), including selling in more than one geographic area.

• Management Experience: 1+ years of outbound sales managerial experience, including hiring, motivating, and developing teams of 3+ employees.

• SaaS Expertise: Professional background in B2B SaaS, with experience managing high-velocity, high-volume sales strategies.

• Methodology: Solid experience in system transactional sales and methodologies such as MEDDIC, SPIN, or Challenger.

• Leadership & Communication: Profound leadership skills with a passion for talent growth and excellent verbal/written communication in English.

• Personal Attributes: High energy, resilience, and a strong drive for results.

• Nice to Have: Experience specifically within financial, legal, or consulting advisory fields, with a deep understanding of M&A workflows.