Role Description Als Ansprechpartner für Produkt und technische Fragen bei onpreo stellst du sicher, dass unsere Kunden und Nutzer unser Produkt und Unternehmen LIEBEN. - Du erarbeitest Lösungen, um Kunden nachhaltig in der effektiven Nutzung unseres Produkts zu schulen. - Du steigerst stetig den Kundenwert durch Initiierung von Up- und Cross-Sells für unsere SaaS-Lösungen. - Zusammen mit dem Produkt Team optimierst und automatisierst du unsere Customer Success Prozesse (z. B. über Intercom, JIRA, Userpilot). - Du koordinierst ein perfektes Onboarding und umfassendes Coaching für neue Kund:innen. - Du kommunizierst und koordinierst die Wünsche deiner Kund:innen an unser Produkt-Team und leistest damit einen entscheidenden Beitrag bei der kontinuierlichen Weiterentwicklung unserer Software. - Gemeinsam mit dem Team entwickelst du die Infrastruktur für unsere Customer Success Abteilung weiter (Ausbau von Ticketing System, Knowledgebase, FAQs etc.). - Du qualifizierst Bestandskunden nach Upselling-Potential und stellst neue Produkte und Funktionen bei Bestandskunden vor. - Du bist "Partner" und technischer Berater für unsere Kund:innen hinsichtlich der Nutzung unserer Software. - Du kommunizierst mit Kund:innen über Telefon oder Ticketing System, um Fragen und technische Probleme schnell zu lösen. Qualifications - Du denkst unternehmerisch und gibst Vollgas im Job, weil du etwas bewegen und schnell Ergebnisse sehen möchtest. - Du bist Software-affin und hast idealerweise erste Erfahrungen mit Softwarelösungen wie z. B. Userpilot oder Intercom gesammelt. - Du erkennst, wo Prozesse effizienter gestaltet werden können und hast kein Problem das anzusprechen. - Kundenkontakt ist für dich nicht neu und du hast Spaß an der Kommunikation mit Kund:innen. - Du bist offen, empathisch, kommunikativ, und liebst Kundenkontakt. - Du arbeitest strukturiert und bist sehr zuverlässig. - Du hast eine lösungsorientierte Denkweise und zeigst Eigeninitiative. - Du sprichst fließend Deutsch. Benefits - Junges Unternehmen, viel Potenzial, großer Vertrauensvorschuss - ideale Bedingungen, wenn du professionell und persönlich wachsen, dich entwickeln und eine Spur auf dem Erfolgsweg eines Durchstarter-Unternehmens hinterlassen willst. - Sei dabei, wenn die Immobilienwirtschaft, eine der größten Branchen der Welt, sich in die digitale Zeit transformiert. - Ein internationales, hilfsbereites und motiviertes Team, das sich auf dich und regelmäßige Teamevents freut. - Inspirierende Unternehmenskultur, die auf gemeinsamen Werten wie Drive, Positivität, Fortschritt und “Deliver Wow” basiert. - Mit "onpreo Flex" entscheidest du selbst, wo du am effektivsten arbeitest. Unsere Fernarbeitspolitik beinhaltet die Möglichkeit, von zu Hause aus oder von jedem beliebigen Ort innerhalb Großbritanniens oder des Europäischen Wirtschaftsraums zu arbeiten. - Zwei Impact Days, die du nutzen kannst, um etwas für die Umwelt und die Gesellschaft zu bewirken. Ein Tag ist für ein individuelles Projekt und einer für eine unternehmensweite Initiative! #SocialResponsibility.

• Own performance & influencer marketing accounts (ROAS-driven) • Lead optimization, retention, growth planning, and upselling • Build strong, strategic client relationships • Collaborate closely with Product to translate client requirements into actionable inputs • Coordinate cross-functionally (BI, Ops, Finance, Influencer, Product) • Identify workflow gaps and proactively improve processes

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 Delivering an exceptional customer experience is key at Ideals. 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 are looking for a Customer Success Manager to join our Customer Success team in Germany. This is a post-sales role with full portfolio ownership: you’ll lead renewals, onboarding, and account expansion for high-value B2B clients, including some of the most strategic names in our DACH portfolio. You’ll work cross-functionally to drive adoption and maximize account potential, with direct influence over revenue targets and client retention. This is a unique opportunity to build an excellent track record in a multinational, mature yet fast-evolving SaaS environment. You will own and impact the customer relationship, working closely with multiple departments to support our scaling in the EMEA region and globally. What you will do - Research and study new clients to identify their expected value from the product and future potential growth opportunities - Conduct kick-off (onboarding) trainings for new clients - Manage a portfolio of roughly 250 accounts – with structured follow-ups, clear prioritization, and proactive engagement across the entire customer journey - Execute renewals and expansions proactively, based on account usage, growth potential, and business insights - Conduct exit interviews with churned clients - Drive customer advocacy initiatives by securing satisfied client reviews, testimonials, or case studies - Participate in special projects to improve the customer success playbooks or introduce new customer success activities What you bring - Full professional proficiency in English (C1) and German (С2) - At least 2 years of experience as an Account Manager or a CSM in B2B, preferably in SaaS - Proven track record managing a book of business of 50+ accounts, with a strong ability to plan, organize, and prioritize effectively - Experience driving MRR/ARR growth through renewals, upsells, or cross-sells - Experience in leading commercial conversations with the client (e.g., pricing, discounting, upselling) - Customer-driven personality with empathetic and emotional intelligence skills - Excellent communication, interpersonal, and presentation skills Nice to have - Familiarity with data rooms, board portals, or secure collaboration tools - Experience in sales Our assessment process - Screening call with the Talent Acquisition Specialist (30 mins) - Competency-based interview with the Talent Acquisition Specialist (60 mins) - Roleplay with the Hiring Manager (60 mins) - Hiring Manager interview (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 - Tailored Wellness Package to support your physical and mental health - Urban Sports membership - Funding for sports competitions - 30 business days of paid time off per year - 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 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.

• Manage and optimize our CRM systems (HubSpot, ActiveCampaign). • Build and maintain automations such as email flows, lead nurturing, and retargeting. • Support the funnel and sales teams through segmentation and personalized customer journeys. • Ensure consistent tracking through close collaboration with the performance and sales teams. • Set up and maintain pipelines and deal stages in HubSpot. • Integrate funnel tools (e.g., OnePage, ThriveCart, webinar systems) with HubSpot/ActiveCampaign. • Implement tagging and lead scoring to identify hot leads early. • Create email sequences (welcome, warm-up, follow-up, re‑engagement). • Monitor and report key metrics such as open rates, CTR, funnel throughput, and no‑show rates.