Premium Solutions Manager – UK

Overview

In this role, you support premium clients in executing high-stakes M&A projects using Ideals’ data room platform. You act as the operational partner across onboarding, project launches, migrations, and ongoing delivery, coordinating with cross-functional teams to ensure flawless execution. You’ll leverage AI-assisted tools to identify risks and guide best-practice setup and governance. This position sits at the center of a fast-moving SaaS environment, offering exposure to top investment banking deals and a direct impact on client success.

Pay / Benefits

• remote-first
• home workplace budget
• co-working expense coverage
• 25 business days of annual leave
• NEST pension program contribution
• top-tier tech and AI-powered tools

Responsibilities

• Enable strategic clients to complete projects through high-touch execution and product guidance
• Build trusted relationships with deal execution teams and other stakeholders
• Guide clients during onboarding, launches, migrations, and critical project phases
• Run regular check-ins to surface early warning signs
• Use AI-assisted and conventional tools to identify risks before they surface
• Advise on best-practice setup, permissions, workflows, governance, and user management
• Investigate issues to identify root causes and propose practical workarounds
• Perform data room operations (invitations, permissions, redaction, migrations, Q&A) directly or via Professional Services
• Coordinate with Sales, Product, Customer Support, Legal, Security, Professional Services, and Operations teams
• Document client requests, actions, decisions, escalations, and follow-ups
• Share recurring issue patterns and best practices with relevant teams
• Contribute to retention and expansion by improving client experience and product adoption

Key requirements

• 2+ years in Solutions Manager, Account Manager, Technical Account Manager, Sales Engineer, or Customer Support in B2B settings
• Comfortable in fast-paced, deadline-driven environments (hours, not weeks)
• Clear, confident communicator capable of explaining complex topics in writing and live conversations
• Client-driven mindset with high emotional intelligence and sound judgment
• Strong analytical and problem-solving skills, focusing on root causes
• Highly organized, proactive, capable of juggling multiple priorities
• Native English proficiency; additional business languages a plus

• emotional intelligence
• clear communication
• proactivity
• AI tools usage
• data room operations (permissions, migrations, Q&A)
• issue investigation and root-cause analysis

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