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

We are looking for a Senior Performance Insights Specialist to help us build and operationalize KPI tracking across key business functions. This is a great opportunity for someone who enjoys turning complexity into structure, working deeply with data, and creating clear performance visibility for the business.

In this role, you will help design and maintain performance-tracking logic, validate data quality, build scorecards and dashboards, and ensure KPIs are measured consistently and accurately. You will work closely with business stakeholders and partner with technical teams to make performance data reliable, actionable, and easy to use.

This role is a strong fit for someone with a BI/analytics background who enjoys solving complex problems, digging into details, and improving systems that do not yet fully exist.

What you will do

• Own the performance measurement infrastructure at Ideals for the long term and become the company’s foremost expert on how business performance is measured, tracked, and improved

• Create and improve scorecards, dashboards, and reporting views in Google Sheets and other available tools

• Work with large and complex datasets, validate calculations, identify inconsistencies, and troubleshoot data quality issues

• Translate business measurement needs into structured logic, reporting requirements, and scalable tracking solutions

• Partner with stakeholders across departments to understand metrics, performance drivers, and reporting expectations

• Collaborate with stakeholders, BI, data, and technical teams on data sourcing, querying, and integration topics

• Continuously improve how KPIs are tracked, reported, and interpreted across the organization

• Use analytical thinking and sound judgment to identify trends, gaps, risks, and opportunities in performance data

• Apply AI tools thoughtfully to improve workflows and outputs, while validating quality and minimizing risk

What you bring

• Upper-Intermediate English or higher

• Senior-level experience in BI, analytics, performance reporting, or a similar data-focused function

• Advanced Excel / Google Sheets skills, including complex formulas, pivot tables, dashboards, and structured reporting

• Solid SQL skills and experience querying databases such as BigQuery or other similar systems

• Experience building automated data workflows, scheduled reports, or scripted data pipelines (e.g., SQL-based pipelines in BigQuery, Google Apps Script, or similar tooling)

• Strong analytical and critical thinking skills, with the ability to spot issues, challenge assumptions, and go beyond surface-level insights

• Excellent attention to detail and a high bar for accuracy and quality

• Good understanding of KPIs, business metrics, and how performance should be measured across different functions

• Ability to work independently in an ambiguous environment and build processes from scratch

• Curiosity, learnability, and motivation to go deep into a complex topic over time

• Comfortable working with stakeholders to gather requirements, understand context, and refine measurement logic

Nice to have

• Experience in SaaS, tech, or fintech environments

• Experience using AI tools in analytical work and validating AI-supported outputs

• Familiarity with data governance, privacy, or performance measurement best practices across different business functions

Our assessment process

• Screening call with the Talent Acquisition Specialist

• Test Task

• Hiring Manager interview

• Test Task and Presentation

• Competency-based interview with the Talent Acquisition Specialist