---
title: 'Customer Success Manager at Ideals'
canonical: 'https://feeny.ai/job/customer-success-manager-ideals-ukraine-73d80whxxwgt'
type: 'job'
last_seen: '2026-11-12'
---

# Customer Success Manager at Ideals

- **Company:** Ideals
- **Location:** Ukraine
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-11-11
- **Last confirmed live:** 2026-11-12
- **Apply:** https://jobs.ashbyhq.com/ideals/6d9c5e44-012e-4f94-ae98-b6fce00b5cef

## Job description

Get to know us Ideals is a global B2B SaaS product company recognized as [the most highly rated and customer-centric brand](https://www.g2.com/categories/virtual-data-room?tab=highest_rated) 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. https://www.idealsvdr.com/: Secure document sharing and collaboration for due diligence, fundraising, corporate reporting, licensing, clinical trials, and other complex transactions. [Ideals Board](https://idealsboard.com/): Board and leadership collaboration platform for faster, safer, and more compliant decision-making.

## The role

Ready to own the relationship with some of the most interesting clients in Ukraine and Eastern Europe? As our Customer Success Manager (Renewals & Growth), you will be the trusted advisor and the face of Ideals for about 180–200 clients. They rely on our Virtual Data Room and Ideals Board for high-stakes moments like fundraising, due diligence, and board decisions. You will guide clients from their first onboarding session through adoption, renewal and growth, and you will see the direct impact of your work on their success and on ours. You’ll partner with Sales, Product, Marketing and Support, and your clients’ feedback will help shape what we build next. This role is evolving towards a more commercial focus, with more room to lead renewal, upsell and cross-sell conversations. If you love building lasting relationships and want to grow your sales and negotiation skills, this is a great place to do it. You’ll work remotely, with the tools, AI support, and autonomy you need to do your best work.

## What you will do

- Onboard new clients: learn their goals and run kick-off trainings
- Build strong, long-term relationships through regular contact, account reviews and quick support by email or phone
- Monitor client activity in the VDR, spot issues early and drive adoption and retention
- Lead renewals, upgrades and new contracts, preparing proposals and supporting materials
- Identify upsell and cross-sell opportunities, including Ideals Board
- Create case studies and testimonials, secure client reviews for the referral program, and run exit interviews with churned clients
- Collaborate with Sales, Product, Marketing and Support

## What you bring

- 2-3+ years of experience in Customer Success or Account Management (or a similar role)
- Proven experience with renewals, upsell and leading contract negotiations
- Strong communication and relationship-building skills, with a customer-first mindset
- Sales drive and a results-oriented approach
- Accountability, structure and strong self-organization, as you will work remotely
- Experience working with both Ukrainian and international clients
- English at C1 level for client and team communication

## Nice to have

- Background in outbound sales (SDR, BDR or Account Executive) before moving into Customer Success or Account Management
- Experience with CRM or Customer Success platforms (HubSpot, PlanHat, Gainsight)
- Experience using AI tools to analyse client portfolios and speed up your work
- Experience in B2B SaaS

Our assessment process

- Screening call with the TA Specialist (40 min)
- Role Play (45 min)
- Competency-based interview with the TA Specialist (90 min)
- Hiring Manager interview (90 min)

## 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
- Resilient home budget for Ukraine-based teammates
- Resilient office in Kyiv & 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

- Medical insurance and Wellness Package for sports activities
- Full coverage of mental health sessions for Ukrainian teammates
- Funding for sports competitions
- 20 business days of paid time off per year
- Unlimited 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](https://ideals.jobs/our-culture/).

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.

## About Ideals

## Company Overview
- **One-liner**: Ideals provides a market-leading virtual data room (VDR) platform that enables secure document sharing and due diligence for M&A, fundraising, IPOs, and other high-stakes financial transactions.
- **Entity Type**: Private (Bootstrapped)
- **Headquarters**: United States (with 9 global offices and employees in 37 countries)
- **Founded**: 2008
- **Founders**: Not publicly available

## Core Business
- Primary industry/industries: Virtual Data Room (VDR) software, Secure Document Sharing, M&A Technology, Board Management
- Target customers: Enterprises, investment banks, law firms, private equity and venture capital firms, and corporations involved in M&A, fundraising, and financial transactions (B2B, Enterprise)
- Mission or purpose statement: To accelerate critical business decisions by enabling secure, efficient document sharing during the due diligence phase of transactions.

## Products & Services
- **[Ideals Virtual Data Room (VDR)**]: The core SaaS product – a secure online repository for storing and sharing confidential documents during financial transactions. Features include granular access controls, Fence View (document concealment), dynamic watermarking, automatic indexing, and detailed analytics.
- **[Ideals Board**]: A newer SaaS product for board management and governance, designed to streamline meeting preparation, collaboration, and secure communication for board members.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (privately held, bootstrapped)
- **Key Metric**: Annual Revenue of GBP 3,850,807 (approx. $4.9M USD); 2M+ customers trust the platform; 175,000+ organizations served.
- **Notable Investors/Partners**: Bootstrapped – no external investors. Key partners include global data centers for compliance (GDPR, SOC2, HIPAA).
- **Growth Signals**:
    - Headcount grew 20.9% year-over-year (now 423 employees).
    - Rated G2 Market Leader for five consecutive years based on 700+ reviews (4.7 out of 5).
    - Expanding a new Sales hub in Bogotá, Colombia, aiming to grow from 6 to 20+ SDRs by mid-2026.
    - Board management software market projected to hit $6.44B by 2031, signaling a new growth vector.

## Competitive Advantages
- **Bootstrapped Stability**: Profitable and independent, allowing for long-term strategic decisions without investor pressure.
- **Market Leadership**: Consistently ranked as the #1 VDR provider on G2, a key independent review platform.
- **Global Compliance & Security**: Operates 9 data centers worldwide and adheres to stringent standards (GDPR, SOC 2, HIPAA), a critical requirement for enterprise clients.
- **High Customer Trust**: Serves 2M+ professionals across 175,000+ organizations, including Fortune 500 companies.
- **Product Ecosystem**: Expanding from a VDR into board management (Ideals Board), creating a sticky, multi-product offering.

## Strategic Focus
- **Geographic Expansion**: Building out a new Sales hub in Bogotá, Colombia, to tap into Latin American talent and markets.
- **Product Diversification**: Driving adoption of the new Ideals Board product to complement the core VDR business.
- **AI-Powered Efficiency**: Equipping teams with the latest tech and AI-powered tools to automate routine work and focus on high-impact initiatives.
- **Scaling the Sales Team**: Aggressively hiring across sales roles (Account Executives, SDRs, Sales Managers) in the US, Europe, and Latin America.

## Why Work Here
- **Remote-First Culture**: Ideals is a remote-first company with employees in 30+ countries. Some roles may require in-person client interaction or co-working visits, but the default is flexibility.
- **High-Growth Environment**: With 20.9% headcount growth and a new product launch, the company offers significant opportunity for career advancement and impact.
- **Investment in Growth**: Personalized development plans, access to "Ideals Academy," fully-covered courses, books, and subscriptions.
- **Strong Company Culture**: 89% of employees call Ideals a great place to work. Values include Commitment, Care, Trust, Excellence, and Collaboration.
- **Attractive Benefits**: Home office budget, co-working expense coverage, tailored wellness package, global meetups, and a $1,000 employee referral bonus.
- **Startup Vibe, Solid Playbook**: Described as having a startup energy with a mature playbook, meaning less bureaucracy but clear processes.

## Sources
1. [ideals.jobs](https://ideals.jobs/)
2. [LinkedIn Company Profile](https://uk.linkedin.com/company/idealsvdr)
3. [LinkedIn Jobs Page](https://www.linkedin.com/company/idealsvdr/jobs)
4. [Ideals VDR Website](https://www.idealsvdr.com/?page_id=7)
5. [Ideals Bogotá Sales Hub Page](https://ideals.jobs/colombia-sales/)

## Other roles at Ideals

- [Sales Development Representative, Key Accounts - Serbia](https://feeny.ai/job/sales-development-representative-key-accounts-serbia-ideals-serbia-wp96xevmc4bx) — Serbia
- [Sales Development Representative - Bogotá](https://feeny.ai/job/sales-development-representative-bogota-ideals-bogota-8ct0rj52qjdv) — Bogotá, Colombia
- [Senior Product Manager](https://feeny.ai/job/senior-product-manager-ideals-spain-wkzb6h9fmdy5) — Spain
- [Account Executive (Los Angeles, CA)](https://feeny.ai/job/account-executive-los-angeles-ca-ideals-california-a3vw52qjxayy) — California, United States
- [Enterprise Account Executive (BDM), Corporate - Washington D.C.](https://feeny.ai/job/enterprise-account-executive-bdm-corporate-washington-d-c-ideals-washington-27h9dt3wj6p0) — Washington, DC
- [Account Executive / Business Development Associate (London)](https://feeny.ai/job/account-executive-business-development-associate-london-ideals-london-3kfvdvtfx04j) — London, United Kingdom
- [Sales Onboarding Specialist](https://feeny.ai/job/sales-onboarding-specialist-ideals-ukraine-yc43bg7dzbxg) — Ukraine
- [Founding Account Executive, M&A and Advisory](https://feeny.ai/job/founding-account-executive-m-a-and-advisory-ideals-amsterdam-a8mnmnhvvn7d) — Amsterdam, Netherlands
- [Senior Product Manager](https://feeny.ai/job/senior-product-manager-ideals-poland-z1cjgn507jct) — Poland
- [Senior Paid Media Specialist](https://feeny.ai/job/senior-paid-media-specialist-ideals-ukraine-0je24wgz705j) — Ukraine