Customer Success Manager (Enterprise)

• 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
• Your customers are investment professionals and executive stakeholders who rely on Dealpath to run how they deploy capital
• You’ll take on the most complex accounts, mentor other CSMs, and help shape how the team operates
• Manage a book of business: 30-40 enterprise accounts as the primary relationship holder for investment teams and C-suite stakeholders
• Drive adoption and value: Define success criteria early and make sure every customer can articulate what Dealpath is doing for their business
• Lead QBRs and EBRs: Data-driven business reviews that keep customers aligned and build the case for renewal
• Lead renewals end to end: Build the case well before the contract date, not at the finish line
• Identify and grow upsell opportunities: Grounded in a deep understanding of each customer’s investment strategy
• Be the voice of your customers internally: Synthesize feedback to product, engineering, and sales
• Develop genuine CRE expertise: Advise customers on configuring Dealpath to their workflows and become a trusted subject matter expert
• Stay close to our AI roadmap: Our customers are actively asking about AI and our CSMs are on the front lines of how it lands

Benefits

• Equity grant
• 401k plan
• Medical, vision, & dental
• Flexible vacation plan
• Health & wellness stipend
• Fully-stocked kitchen
• Commuter reimbursement
• Hybrid work policy

• Curiosity about AI
• Bachelor’s degree or equivalent experience
• 1.5+ years as a CSM or Client Success Manager at a B2B SaaS company, direct account ownership, not a team management role
• Proven renewal and upsell experience, end to end, not supporting someone else’s process
• Clear, polished communicator, skilled at building credibility with C-suite stakeholders including CIOs and Heads of Acquisitions
• Excel/Google Sheets proficiency, you’ll use it regularly
• QBR/EBR experience, comfortable leading data-driven business reviews
• Enterprise account experience, multi-year contracts and executive-level stakeholders
• 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
• Salesforce experience