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.
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.
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
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
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
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)
We highly value our people, so we will empower you with all the resources and support to help you reach your full potential.
Remote-first flexibility to shape your ideal workday
Home workplace budget
Co-working expense coverage
Individual IT budget for extra equipment
Top-tier tech and AI-powered tools
Access to Ideals Academy with numerous courses
Investment in external learning and development activities
Guidance in Personal Development Plan creation
Professional literature and subscriptions coverage
Support of your passion as a speaker or writer
Internal talent mobility opportunities
Tailored Wellness Package for your physical and mental health
Funding for sports competitions
22 business days of paid time off per year
Paid health-related time-off
Budget for meetups with your local team
Generous internal referral program
Commitment, Excellence, Collaboration, Trust and Care are core values to the Ideals team. For us, these are the principles that every Idealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we create a team where talents feel at ease and work to the best of their abilities.
Ideals is an equal opportunity employer
Ideals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don’t discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.
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