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 300,000 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

To support the rapid global growth plans for Ideals VDR, we are seeking a results-driven Customer Success Manager / Sales Executive to join our team in Italy. Your primary responsibility will be to re-engage with our past and inactive Advisory clients, whilst also generating new business opportunities to expand our Advisory client base.

We are looking for someone with a growth mindset, strong sales, relationship-building and negotiation skills, who can successfully coordinate outreach activities, close deals and nurture client relationships.

This role offers the chance to be at the forefront of our specialist Advisory department, and is an ideal opportunity to fulfill a sales career within a multinational, mature yet fast-evolving SaaS environment.

What you will do

• Mapping and performing outreach activities, including cold calls, emails and LinkedIn messages

• Presenting the product to customers, including demonstrations, onboarding and training

• Research and study new clients to identify their expected value from the product

• Engage with clients through their product journey and ensure an appropriate experience to increase adoption and retention, including regular check-ins

• Proactively reactivate churned clients, seek referrals, and find additional projects from the assigned portfolio

• Monitor client activity in the VDR, anticipating potential issues, and promptly address them to maintain high client satisfaction

• Establish and nurture strong client relationships to enhance loyalty and achieve trusted partner status

• Participate in project activities to improve the Customer Success process or introduce new Customer Success initiatives

What you bring

• 2+ years of experience in a full sales cycle position

• Strong business communication skills in English and Spanish

• Knowledge of the best sales techniques for professionally dealing with objections, negotiating, creating proposals, and successful deal closure

• Readiness and enthusiasm to take on additional tasks when necessary, along with a responsible and proactive work ethic

• Ability to learn fast and adapt based on feedback

• Proficiency in building fast rapport with a result-driven mindset

Nice to have

• Proven expertise in upselling and cross-selling

• Experience in a customer success-focused environment

• Previous work experience in the B2B SaaS tech industry

• Financial background, knowledge of key players and market trends

• Proficiency in either German or French language

Our assessment process

• Screening call with the Talent Acquisition Specialist (30 mins)

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

• Roleplay with the Hiring Manager (60 mins)

• Hiring Manager interview (60 mins)