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AI Summary

The Account Executive will proactively prospect and acquire new customers while managing a pipeline of opportunities within the Finance and Banking sectors. They are responsible for delivering product presentations, negotiating deals, and collaborating with internal teams to drive revenue growth.

This is a fully remote role that requires traveling to client sites for in-person consultations

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 175,000 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.

The role

To support the rapid expansion of the Ideals VDR line of business in the US, we are looking for an Account Executive (Business Development Associate) based in the Houston area. Joining our Field Sales team alongside your NYC, Chicago, Boston, Charlotte, Atlanta & Miami teammates, you will proactively prospect outbound opportunities acquiring new customers with the ultimate goal of closing deals.

As a front-line, quota-carrying team member, you will actively reach out to 30-40 new customers monthly overseeing a pipeline with 50+ opportunities. Engaging proactively with C-suite and key account decision-makers across Finance, Banking, and other sectors, you will contribute directly to our growth story in the US market.

Compensation package: 55% base salary; 45% performance-based variable.

Why Ideals?

  • High trust from sales peers: Ideals ranks among the Top-5% of companies on RepVue, as rated by sales professionals.

  • Growth opportunity: Accelerate your growth with a bootstrapped SaaS that's scaled 4x revenue (5x more projected in the next 5 years) with our flagship VDR product.

  • Proven track record: Be part of an established org with over 17 years in the VDR business, 30% + YoY revenue growth, powering 10%+ of global M&A activity.

What you will do

  • Build relationships with key stakeholders and industry influencers throughout the Houston region

  • Deliver sales targets by focusing on new customer acquisition

  • Proactively build and manage a pipeline, working with strategic US accounts and constantly developing new opportunities

  • Actively contribute to the execution of the sales and marketing strategy for the US region

  • Take part in arranging M&A Community events, enhancing Ideals' visibility

  • Deliver compelling product presentations to clients

  • Structure, negotiate, and close deals

  • Consistently share insights and provide updates to customers

  • Provide relevant customer feedback to the product development and management teams

  • Collaborate with Customer Success and Inside Sales to grow customer satisfaction and the company’s revenue

What you bring

  • 1.5– 2 years of demonstrable success in direct sales or business development within B2B or professional services sector

  • Experience in high-velocity sales environments and effectively engaging with decision-makers

  • A track record of successfully managing pipelines and closing high-value deals

  • Exceptional business communication skills to structure persuasive pitches and navigate client discovery

  • Native-level proficiency in English

  • University degree with a strong overall GPA

Nice to have

  • SaaS, financial, fintech, or information security industries background

  • Fluency in an additional language

Our assessment process

  • Screening call with the Talent Acquisition Specialist (30 mins)

  • Hiring Manager interview (60 mins)

  • Presentation interview with the Hiring Manager (60 mins)

  • Competency-based interview with the Talent Acquisition Specialist (60 mins)

What we offer

We highly value our people, so we will empower you with all the resources and support to help you reach your full potential.

For your best work

  • 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

For your growth

  • 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

For your well-being

  • 100% employer-paid health insurance for US employees with a 401(k) match program

  • Mental health activities reimbursement

  • Funding for sports competitions

  • 20 business days of annual leave

  • Paid health-related time-off

Extra perks

  • Budget for meetups with your local team

  • Generous internal referral program

Our culture

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.

Discover more.

Ideals is an equal opportunity employer

At Ideals, we value a diverse, inclusive workforce and we provide equal employment opportunity for all applicants and employees. All qualified applicants for employment will be considered without regard to an individual’s race, color, sex, gender identity, gender expression, religion, age, national origin or ancestry, citizenship, physical disability, medical condition, family care status, marital status, domestic partner status, sexual orientation, genetic information, military or veteran status, or any other basis protected by federal, state or local laws. If you need assistance or an accommodation due to a disability, you may inform us in the 'Additional information' field when submitting your application.

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