Teams at iDeals

The Integrated Campaign Manager will create and execute integrated marketing campaigns targeting Tier 1 financial service accounts, managing partnerships with sales, and reporting on campaign effectiveness.

Lead and scale a NYC-based Key Accounts sales team (initially 7 AEs) to grow advisory-sector VDR revenue. Hire, coach, set metrics and forecasts, build pipelines and partnerships, support high-impact deals, collaborate cross-functionally, represent the company at industry events, and use sales data to inform strategy and performance.

Serve as the operational partner for investment banking deal teams, ensuring flawless execution from onboarding to deal close. Provide high-touch client guidance, perform VDR operations, identify and resolve issues, coordinate cross-functional teams, and drive product adoption and retention through best practices and proactive risk mitigation.