Customer Success Manager (Enterprise)

Join Dealpath as a Senior Customer Success Manager (CSM) and take ownership of a portfolio of enterprise and strategic accounts. You will work closely with investment professionals and executive stakeholders, driving adoption and value, leading business reviews, managing renewals, and identifying upsell opportunities. You will also be the voice of your customers internally and develop genuine expertise in commercial real estate. Benefits include equity grants, a 401k plan, medical, vision, and dental coverage, a flexible vacation plan, a health and wellness stipend, a fully-stocked kitchen, commuter reimbursement, and a hybrid work policy.

• Gérer un portefeuille de 30 à 40 comptes d'entreprise en tant que principal interlocuteur pour les équipes d'investissement et les parties prenantes de la direction.
• Définir les critères de succès dès le début et s'assurer que chaque client peut articuler ce que Dealpath fait pour son entreprise.
• Identifier et développer des opportunités de vente additionnelle, en s'appuyant sur une compréhension approfondie de la stratégie d'investissement de chaque client.

• Curiosity about AI
• Bachelor's degree or equivalent experience
• 1.5+ years as a CSM or Client Success Manager at a B2B SaaS company, direct account ownership, not a team management role
• Proven renewal and upsell experience, end to end, not supporting someone else's process
• Clear, polished communicator, skilled at building credibility with C-suite stakeholders including CIOs and Heads of Acquisitions
• Excel/Google Sheets proficiency, you'll use it regularly
• QBR/EBR experience, comfortable leading data-driven business reviews
• Enterprise account experience, multi-year contracts and executive-level stakeholders
• Experience in CRE tech, proptech, or adjacent financial technology (alternative investment platforms, private capital software)
• Background supporting a complex, configurable SaaS product requiring deep domain expertise
• Familiarity with the CRE acquisition process
• Salesforce experience