Enable strategic and premium clients through high-touch operational execution, product guidance, and workflow coordination.
Build trusted operational relationships with client stakeholders and become a dependable point of contact for project setup, product usage, and practical client needs.
Guide clients during onboarding, project launch, migrations, and other critical project phases.
Advise clients on best-practice setup, permissions, workflows, governance structures, Q&A processes, reporting, and user management.
Analyze client usage, project-room setup, and recurring questions to identify practical risks, blockers, or adoption gaps.
Investigate non-standard client issues, clarify root causes, and propose practical next steps or workarounds.
Coordinate with Sales, Customer Success, Product, Technical Support, Legal, Security, Professional Services, and Operations to resolve client-critical matters efficiently.
Ensure accurate documentation of client requests, actions, decisions, escalations, and follow-up items.
Share recurring client issues and operational feedback with relevant internal teams.
Delivering and automating custom reports/workflows with AI
Delivery of bulk data manipulation/user invitation/reduction/translation/etc. services, either by themselves or by coordinating professional service team
Contribute to retention and expansion outcomes indirectly by improving client experience, product adoption, operational confidence, and trust in Ideals.
Requirements
Minimum of 2 years of work experience as a Solutions Manager or Account Manager, or a Customer Support role
Customer-driven personality with empathetic and emotional intelligence skills
Problem solving skills and a resolution-focused mindset
Excellent communication, interpersonal, and presentation skills
Strong relationship-building skills and the ability to adapt to a client’s communication style
Analytical skills and attention to detail
Passion for international cooperation and professional development
Readiness and enthusiasm to take on additional tasks when necessary, along with a responsible and proactive work ethic
Entrepreneurial in nature with a proactive approach
Native-level proficiency in English
Nice to have: SaaS, financial, fintech, or information security industry background
Benefits
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
100% employer-paid health insurance for US employees with a 401(k) match program