Customer Success Manager, Dealpath

• 1.5–4 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 an Enterprise CSM at Dealpath, you'll manage a portfolio of 30–40 enterprise accounts for some of the world's most sophisticated institutional real estate investors — firms like Blackstone, MetLife, and Nuveen
• Your customers are investment professionals deploying hundreds of millions of dollars into commercial real estate each year. This is a high-touch role where success means becoming a trusted advisor, not just a support contact
• 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