Job Overview
Location
Italy
Job Type
Full-time
Category
Customer Success
Date Posted
April 1, 2026
Full Job Description
đź“‹ Description
- • As a Customer Success Manager at iDeals Solutions Group Limited, you will play a pivotal role in driving revenue growth and customer retention by reactivating inactive Advisory clients and expanding the customer base through strategic outreach and relationship management in the Italian market. Your work directly contributes to the company’s mission of enabling high-stakes business processes with greater efficiency, security, and confidence for over 2 million users across 300,000 global organizations.
- • You will own the full customer lifecycle for your assigned portfolio, combining proactive sales initiatives with deep customer success practices to ensure clients achieve maximum value from iDeals’ Virtual Data Room (VDR) and Board platforms, thereby increasing adoption, reducing churn, and fostering long-term partnerships.
- • Day-to-day responsibilities include mapping and executing targeted outreach campaigns via cold calls, personalized emails, and LinkedIn messaging to re-engage past clients and identify new opportunities; conducting product demonstrations, onboarding sessions, and tailored training to ensure smooth adoption; researching prospective clients to understand their business needs and align product value propositions; maintaining regular check-ins throughout the customer journey to monitor usage, anticipate challenges, and drive engagement; proactively reactivating churned accounts, soliciting referrals, and uncovering expansion opportunities within existing accounts; monitoring client activity within the VDR platform to detect early signs of dissatisfaction and swiftly resolving issues to preserve satisfaction and trust; building strategic, trusted advisor relationships through consistent, value-driven communication; and contributing to process improvement initiatives by participating in cross-functional projects aimed at enhancing Customer Success methodologies.
- • You will join a dynamic, mission-driven team within iDeals’ Specialist Advisory department, operating in a multinational, mature yet agile SaaS environment that values innovation, customer-centricity, and continuous improvement. The team is committed to delivering exceptional experiences that turn users into advocates, and you’ll collaborate closely with sales, product, and support teams to align on client outcomes and drive collective success.
- • This role offers significant professional growth opportunities, allowing you to refine advanced consultative selling, negotiation, and account management skills while gaining deep expertise in B2B SaaS customer success strategies, enterprise sales cycles, and secure collaboration technologies. You’ll develop the ability to influence product adoption at scale, measure customer health through data-informed insights, and evolve into a strategic partner for clients navigating complex transactions such as M&A, fundraising, and regulatory reporting.
🎯 Requirements
- • Minimum 2+ years of proven experience in a full sales cycle role, including prospecting, negotiation, deal closure, and account management
- • Fluency in English, Italian, and Spanish (both written and spoken) to effectively communicate with clients and stakeholders across regions
- • Demonstrated proficiency in core sales competencies: objection handling, negotiation, proposal development, and closing techniques
- • Strong self-motivation, proactive work ethic, and ability to learn quickly from feedback while adapting to evolving priorities
- • Skill in rapidly building rapport with clients and maintaining a results-driven mindset focused on achieving targets and customer outcomes
🏖️ Benefits
- • Remote-first work flexibility with support for shaping your ideal workday, including home office budget and co-working expense coverage
- • Access to Ideals Academy and investment in external learning and development, including guidance on Personal Development Plan creation and coverage for professional literature and subscriptions
- • Comprehensive well-being support featuring a tailored Wellness Package, funding for sports competitions, 22 business days of paid time off annually, and paid health-related time-off
- • Additional perks such as budget for local team meetups and a generous internal referral program to strengthen community and engagement
Skills & Technologies
Remote
About iDeals Solutions Group Limited
iDeals Solutions Group Limited provides a cloud-based virtual data room platform designed for secure document sharing, due diligence, and collaboration during mergers and acquisitions, fundraising, and corporate transactions. The software enables granular access controls, audit trails, watermarking, and encryption to protect confidential information. Headquartered in London, the company serves financial institutions, law firms, and enterprises in over 30 countries, supporting deal workflows across industries including life sciences, real estate, and energy. Its multilingual interface and 24/7 support aim to streamline complex transaction processes while maintaining compliance with international security standards.
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