As a Senior Customer Success Manager you will play a critical role in ensuring our customers adopt and utilize Dealpath to its utmost capabilities.
What you'll do:- Ensure the retention, growth, and satisfaction of a portfolio of customer accounts
- Work with the Implementation Manager during implementation to understand customer's success criteria and system configuration
- Partner with customers to build out a customer journey to help them reach their business goals
- Build post-implementation programs for enterprise and strategic accounts to ensure strong adoption plans for current customer employees and their new hires
- Produce and deliver web-based and in-person training sessions and strategic reviews for customers
- Field phone and email-based support inquiries from customers
- Work cross-functionally with Dealpath's Sales, Marketing, Product, and Leadership teams to relay customer feedback, develop case studies, and resolve product escalations
- Be an advocate and leader for innovating Customer Success processes and how we support large teams at scale
Required Qualifications- A curious and self-motivated team player, ready to embrace a fast paced, high-growth environment
- Product-focused; you enjoy and feel challenged mastering new software
- Able to effectively partner, collaborate, and communicate with technical and non-technical colleagues
- Always thinking of new ways to effectively serve customers and improve the Customer Success team's internal processes
- Resourceful and not afraid to try out-of-the-box approaches to resolve complex issues
The skill set:- Bachelor's degree or higher
- 4-7 years of customer success, account management, and/or commercial real estate experience
- Strong written and verbal communication skills, including comfort with presenting to senior executive audiences
- Empathy for customers and passion for helping them
- Demonstrated ability to manage ambiguity and apply problem-solving skills
- High attention to detail and accuracy
- Strong knowledge and proficiency in Excel / Google Sheets
- Experience servicing commercial real estate firms, asset managers, private equity, private credit, or investment managers; commercial real estate background.
Nice to haves:- Commercial real estate background
- Familiarity with SQL, Salesforce, Asana, Gong, and AI tools
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.
- Base salary: $100,000-$120,000. Eligible for variable incentive compensation with a target incentive equal to 20% of OTE. OTE range: $125,000-$150,000.
- 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 NoticeDealpath 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.
