Customer Success Manager, Enterprise

About the role

Dealpath is looking for a self-motivated Customer Success Manager to join our growing team in San Francisco, CA!

Responsibilities

• 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

• 1.5–4 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

Benefits

• 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)

Pay

The estimated pay range for California candidates is $95,000 - $100,000 base, & $10,000 - $25,000 variable compensation.

Schedule

This position is also eligible for Dealpath's equity plan.