Job description

Dealpath is looking for a self-motivated Customer Success Manager to join our growing team in New York City or San Francisco! As a Senior CSM at Dealpath, you'll own a portfolio of enterprise and strategic accounts, typically 30 to 40, for firms like Blackstone, MetLife, and Nuveen. Your customers are investment professionals and executive stakeholders who rely on Dealpath to run how they deploy capital. You'll take on the most complex accounts, mentor other CSMs, and help shape how the team operates. You're excited about this opportunity because you’ll: Manage a book of business: 30-40 enterprise accounts as the primary relationship holder for investment teams and C-suite stakeholders. Drive adoption and value: Define success criteria early and make sure every customer can articulate what Dealpath is doing for their business. Lead QBRs and EBRs: Data-driven business reviews that keep customers aligned and build the case for renewal. Lead renewals end to end: Build the case well before the contract date, not at the finish line. Identify and grow upsell opportunities: Grounded in a deep understanding of each customer's investment strategy. Be the voice of your customers internally: Synthesize feedback to product, engineering, and sales. Develop genuine CRE expertise: Advise customers on configuring Dealpath to their workflows and become a trusted subject matter expert. Stay close to our AI roadmap: Our customers are actively asking about AI and our CSMs are on the front lines of how it lands. Qualifications: 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 Enterprise account experience , multi-year contracts and executive-level stakeholders QBR/EBR experience , comfortable leading data-driven business reviews 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 Curiosity about AI Bachelor's degree or equivalent experience Nice to Have: 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 The Perks & Culture: Medical, dental, and vision insurance. Health Savings Account (HSA) & Flexible Spending Account (FSA) options. 401(k) retirement plan. Paid Parental Leave. Flexible Time Off (FTO) policy. Commuter benefits program. Monthly wellness reimbursement to support physical and mental well-being. Hybrid Work Policy, 3 days in office (Tues/Wed/Thur). The estimated pay range for New York City, New York candidates is $110,000-$115,000 + equity. Eligible for variable incentive compensation with a target incentive equal to 20% of OTE. OTE range: $137,500-$150,000. Your compensation will be based upon several factors including your experience, qualifications, education, location, and the skills assessed in Dealpath's interview process. Your actual compensation will be confirmed in writing at the time of offer. Dealpath's compensation ranges are determined by current market data, so compensation data posted on our job posts may change as new market data becomes available. Interviews may include AI-assisted note-taking tools in accordance with applicable privacy requirements. About Dealpath : Dealpath is the world’s largest and most trusted AI-powered operating system for real estate investing. To date, the platform has powered more than $10 trillion in transactions, partnering with hundreds of firms, including leading global institutions such as Blackstone, Nuveen, LaSalle, CBRE IM, MetLife, Newmark, New York Life, UBS, Manulife, DWS, and Principal. By bringing together the only private exchange for institutional real estate listings, investment data, and intelligent execution workflows into a single platform, Dealpath enables firms to capture more opportunities, make faster decisions, execute efficiently, and deliver superior returns. Our company is led by an experienced team and backed by a combination of top tier venture capital firms and strategic industry partners including: Blackstone, Nasdaq, 8VC, JLL Spark, WTI, GreenSoil Investments, LeFrak, Milstein, Bechtel, and Morgan Stanley Expansion Capital. We value your voice! If you get excited about solving real business challenges and working closely with other smart folks in a winning culture — we’d love to meet you! Interview Process Notice Dealpath conducts interviews via video conference. To support our interviewers with accurate note-taking, we may use AI-assisted transcription tools during your interview sessions. By participating in the interview process, you acknowledge that interviews may be recorded or transcribed using these tools for note-taking purposes only. Transcripts are used solely for internal evaluation and are not shared outside of the hiring team.

Requirements

Must-haves

Dealpath is looking for a self-motivated Customer Success Manager to join our growing team in New York City or San Francisco!
You're excited about this opportunity because you’ll:
Manage a book of business: 30-40 enterprise accounts as the primary relationship holder for investment teams and C-suite stakeholders.
Drive adoption and value: Define success criteria early and make sure every customer can articulate what Dealpath is doing for their business.
Lead QBRs and EBRs: Data-driven business reviews that keep customers aligned and build the case for renewal.
Lead renewals end to end: Build the case well before the contract date, not at the finish line.
Identify and grow upsell opportunities: Grounded in a deep understanding of each customer's investment strategy.
Be the voice of your customers internally: Synthesize feedback to product, engineering, and sales.
Develop genuine CRE expertise: Advise customers on configuring Dealpath to their workflows and become a trusted subject matter expert.
Stay close to our AI roadmap: Our customers are actively asking about AI and our CSMs are on the front lines of how it lands.
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
Enterprise account experience , multi-year contracts and executive-level stakeholders
QBR/EBR experience , comfortable leading data-driven business reviews
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
Curiosity about AI
Bachelor's degree or equivalent experience
Health Savings Account (HSA) & Flexible Spending Account (FSA) options.
Flexible Time Off (FTO) policy.

Nice-to-haves

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

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Parental Leave

Wellness