Customer Success Manager (Enterprise)

Join Dealpath as a Senior Customer Success Manager (CSM) and take ownership of a portfolio of enterprise and strategic accounts. You will work closely with investment professionals and executive stakeholders, driving adoption and value, leading business reviews, managing renewals, and identifying upsell opportunities. You will also be the voice of your customers internally and develop genuine commercial real estate expertise. This role offers a competitive benefits package, including equity, a 401k plan, medical, vision, and dental coverage, a flexible vacation plan, and more.

• Gérer un portefeuille de 30 à 40 comptes d'entreprise en tant que principal interlocuteur pour les équipes d'investissement et les parties prenantes de la direction.
• Définir les critères de succès dès le départ et s'assurer que chaque client peut articuler ce que Dealpath fait pour son entreprise.
• Identifier et développer des opportunités de vente additionnelle, en s'appuyant sur une compréhension approfondie de la stratégie d'investissement de chaque client.
• Excel/Google Sheets proficiency, you'll use it regularly
• Proven renewal and upsell experience, end to end, not supporting someone else's process
• QBR/EBR experience, comfortable leading data-driven business reviews
• 1.5+ years as a CSM or Client Success Manager at a B2B SaaS company, direct account ownership, not a team management role
• Clear, polished communicator, skilled at building credibility with C-suite stakeholders including CIOs and Heads of Acquisitions
• Bachelor's degree or equivalent experience
• Enterprise account experience, multi-year contracts and executive-level stakeholders
• Curiosity about AI
• Familiarity with the CRE acquisition process
• Background supporting a complex, configurable SaaS product requiring deep domain expertise
• Experience in CRE tech, proptech, or adjacent financial technology (alternative investment platforms, private capital software)
• Salesforce experience