Dealpath

Customer Success Analyst

Dealpath • $85K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or higher
  • 0 to 2 years of professional experience, preferably in commercial real estate, SaaS, or customer success
  • Strong written and verbal communication skills
  • Empathy for customers and a passion for helping them
  • Ability to navigate ambiguity and solve problems
  • Attention to detail and accuracy
  • Proficiency in Excel and Google Sheets

Responsibilities

  • Build customer configurations from start to finish
  • Assist with platform questions and support requests
  • Develop deep product expertise for customer and team support
  • Collaborate with CSMs, Product, and Engineering to identify patterns
  • Transform customer insights into automation and new features

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
  • Hybrid Work Policy
Full Job Description
If you're interested in starting a career in Customer Success, this is a great place to start it. You'll help institutional real estate firms get the most out of Dealpath by building the configurations that shape how they run their deals. Your work frees up our CSMs to spend their time with customers.

The Customer Success team is supportive and collaborative, and they'll be with you as your career grows. You'll build the experience to move into roles like Customer Success Manager, and you'll have a real path to get there at Dealpath.
You're excited about this opportunity because you will:
  • Build customer configurations from start to finish, picking up requests from CSMs in Asana and seeing each one through to a finished result
  • Jump in on platform questions and support requests so customers can keep moving on their deals
  • Develop deep product expertise and become the person customers and teammates turn to
  • Work with CSMs, Product, and Engineering to spot patterns, then turn them into automation and new features
We're excited that you have:
  • A puzzle-solving streak: you like working out how to build something and breaking a big request into clear steps
  • A product mindset: you enjoy learning new software and getting good at it
  • Easy communication with technical and non-technical colleagues
  • Fresh ideas for serving customers and improving how the Customer Success team works
  • Resourcefulness and a willingness to try new approaches to challenging problems
Qualifications:
  • Bachelor's degree or higher
  • 0 to 2 years of professional experience. Internship experience in commercial real estate, SaaS, customer success, AI, or data is preferred, especially in a customer facing role
  • Clear written and verbal communication, with the confidence to present to senior leaders
  • Empathy for customers and a passion for helping them
  • Demonstrated ability to work through ambiguity and solve problems
  • Attention to detail and accuracy
  • Proficiency in Excel and Google Sheets

Nice to haves:
  • Familiarity with Zendesk, Asana, Salesforce, Jira, and SQL, plus hands-on experience using AI tools like Claude or ChatGPT to work faster and smarter
  • Interest in a long-term career in Customer Success
  • Prior internship experience supporting Customer Success or Go-to-Market teams
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
  • Non-Exempt: $85,000 Annually, with a 5k Bonus.
  • This position is also eligible for Dealpath's equity plan.
  • 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.
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.

About Dealpath

Dealpath is a cloud-based platform that provides real estate investment and portfolio management solutions. The platform offers tools for deal tracking, pipeline management, and collaboration, as well as analytics and reporting features. Dealpath is designed to help real estate professionals streamline their workflows and make better investment decisions. The company was founded in 2014 and is headquartered in San Francisco, California.
Learn more about Dealpath
Size
50 employees
Industry
Founded
2014

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