Customer Success Associate (USA)
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
Our Customer Success team has been crucial in driving a high level of customer satisfaction and securing our Market Leader status on G2 for 5 consecutive years. We're looking for a skilled and customer-focused Customer Success Associate to join our team in the Boston, NYC, or Chicago area.
In this role, your primary objective will be to provide exceptional post-sales support to clients, working closely with the Field Sales teams across the US. We are seeking a tech-savvy individual with a keen analytical mindset, capable of comprehending and communicating complex issues in a clear and concise manner.
This is a unique opportunity to build an excellent track record in a multinational, mature yet fast-evolving SaaS environment.
WHAT YOU WILL DO
- Participating in pre-sales demo calls to assist Field Sales in product-related overview
- Assist Field Sales team with product-related management, including project launch
- Assist Field Sales team with initiating and maintaining initial deal and contract flow
- Manage the relationship of Field Sales clients along with a portfolio of Premier clients
- Conducting kick-off (onboarding) trainings for new and existing clients
- Renewing...