Customer Success Manager, Dealpath

• 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
• Enterprise account experience, multi-year contracts and executive-level stakeholders
• QBR/EBR experience, comfortable leading data-driven business reviews
• 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
• Curiosity about AI
• Bachelor's degree or equivalent experience

Desirable

• 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