About the job
About Us
At Ideals, we are a leading global B2B SaaS product company, celebrated for being the most highly rated and customer-focused brand in the secure business collaboration sector. With over 2,000,000 users spanning 300,000 companies worldwide, we empower professionals to handle critical processes and make impactful decisions efficiently and effectively.
Ideals Virtual Data Room (VDR): Our platform provides secure document sharing and collaboration for various complex transactions, including due diligence, fundraising, corporate reporting, and clinical trials.
Ideals Board: A collaborative platform that enhances board and leadership decision-making processes, ensuring speed, safety, and compliance.
Your Role
Join our Customer Success team, which has been instrumental in maintaining our high customer satisfaction and Market Leader status on G2 for five consecutive years. We are in search of a dedicated and tech-savvy Customer Success Associate in the Boston, NYC, or Chicago area.
Your main responsibility will be to provide outstanding post-sales support to our clients while collaborating closely with our Field Sales teams across the United States. We are looking for an analytical individual who can clearly communicate and address complex issues.
This role offers a unique opportunity to establish a remarkable career path within a dynamic, multinational SaaS environment.
Key Responsibilities:
Engage in pre-sales demo calls to support Field Sales with product overviews.
Assist Field Sales in managing product-related tasks, including project launches.
Help Field Sales with the initiation and maintenance of deals and contract flows.
Manage relationships with Field Sales clients, along with a portfolio of Premier clients.
Conduct onboarding training sessions for new and existing clients.
Facilitate clients' subscription renewals and upgrades to meet their evolving needs.

