Dealpath

Senior Customer Success Manager, Enterprise

New York City, New York · Senior

Sponsorship not specified$126k-$136kDetected 5 days ago

SparkAccount ManagementExcelCustomer SuccessLeadershipCommunicationProblem SolvingPublic Speaking

About the role

You'll take on the most complex accounts, mentor other CSMs, and help shape how the team operates.
About Dealpath: Dealpath is the world's largest and most trusted AI-powered operating system for real estate investing.

Dealpath is looking for a self-motivated Senior Customer Success Manager to join our growing team in New York City.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.
Manage a portfolio of roughly 30 to 40 accounts, including some of Dealpath's most complex customer relationships.
Build adoption programs for enterprise and strategic accounts, including plans for onboarding new hires into an existing customer's workflow.
Deliver web-based and in-person training sessions and strategic reviews that keep executive stakeholders bought in and build the case for renewal well before it's due.
Build the renewal case well before the contract date, not at the finish line, and drive the process from value narrative through close.
Field phone and email-based support inquiries directly, with the judgment to know when something needs to be escalated versus resolved on the spot.
Partner with Sales, Marketing, Product, and Leadership to relay customer feedback, develop case studies, and resolve product escalations.

4+ years of customer success, account management, and/or commercial real estate experience
Strong knowledge and proficiency in Excel / Google Sheets
Experience servicing commercial real estate firms, asset managers, private equity, private credit, or investment managers, or a commercial real estate background
Bachelor's degree or equivalent 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
Nice to Have:
The Perks & Culture:

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
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.
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!

Dealpath is the world's largest and most trusted AI-powered operating system for real estate investing.
Interview Process Notice
Dealpath conducts interviews via video conference.

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.
Eligible for variable incentive compensation with a target incentive equal to 20% of OTE.

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.
The estimated pay range for New York City, New York candidates is $126,000-$136,000 + equity.

Bring ideas for improving Customer Success process at scale and help other CSMs get better, not just your own book.
Your customers are investment professionals and executive stakeholders who rely on Dealpath to run how they deploy capital.
Partner with customers from implementation onward to define success criteria and translate business goals into a specific adoption plan, not a generic onboarding checklist.

This listing is sourced directly from Dealpath's careers page and normalized into a canonical job model.