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Senior Customer Success Manager (Enterprise)
Dealpath · New York, United States
About The Role
Join Dealpath, a leading SaaS platform for commercial real estate investment management. As a Senior Customer Success Manager, you will own a portfolio of enterprise and strategic accounts, build the customer journey, design post-implementation programs, lead business reviews, own renewals, identify upsell opportunities, provide support, work cross-functionally, shape team processes, and bring fresh thinking to complex problems. You will have the opportunity to make a significant impact on the success of our customers and the growth of our company.
- Gérer un portefeuille de comptes d'entreprise et stratégiques, en établissant des relations solides avec les clients.
- Collaborer avec les clients pour définir les critères de succès et traduire les objectifs commerciaux en un plan d'adoption spécifique.
- Identifier et développer des opportunités de vente additionnelle, en comprenant profondément la stratégie d'investissement de chaque client.
- Bachelor's degree or equivalent experience
- Demonstrated AI fluency, using AI tools regularly in your own workflow to work more efficiently
- 4+ years of customer success, account management, and/or commercial real estate experience
- Strong knowledge and proficiency in Excel / Google Sheets
- Demonstrated ability to manage ambiguity and apply problem-solving skills to open-ended situations
- High attention to detail and accuracy
- 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
- Experience servicing commercial real estate firms, asset managers, private equity, private credit, or investment managers, or a commercial real estate background
- 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)
- Familiarity with the CRE acquisition process
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