Dealpath has pioneered and established the Real Estate Deal Management industry by creating the leading intelligent software solution for investment management firms, empowering faster, more informed investment decisions and connections throughout the deal... Backed by 8VC.
About the role
Dealpath is looking for a self-motivated Senior 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. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 4+ years of customer success, account management, and/or commercial real estate experience
- Demonstrated AI fluency , using AI tools regularly in your own workflow to work more efficiently
- Strong written and verbal communication skills , including comfort presenting to senior executive audiences
- Genuine empathy for customers and a strong interest in helping them succeed
- Demonstrated ability to manage ambiguity and apply problem-solving skills to open-ended situations
- High attention to detail and accuracy
More about this role
Dealpath is looking for a self-motivated Senior 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.
Own enterprise and strategic accounts: Manage a portfolio of roughly 10 to 30 accounts, including some of Dealpath's most complex customer relationships.
Build the customer journey: Partner with customers from implementation onward to define success criteria and translate business goals into a specific adoption plan, not a generic onboarding checklist.
Design post-implementation programs: Build adoption programs for enterprise and strategic accounts, including plans for onboarding new hires into an existing customer's workflow.
Lead the business review: Deliver web-based and in-person training sessions and strategic reviews that keep executive stakeholders bought in and build...
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