Dealpath · 18 hours ago
Customer Success Manager
Dealpath is a leading cloud-based deal management platform seeking a self-motivated Customer Success Manager to join their growing team. The role involves ensuring customer adoption and utilization of Dealpath, training and onboarding customers, and collaborating cross-functionally to enhance customer success.
Commercial Real EstateFinTechInternetReal EstateReal Estate InvestmentSaaSSoftware
Responsibilities
Interact with customers to learn how their business works, define success criteria, and build out a customer journey to help them reach their business goals
Train, onboard, and support our customers in their usage of Dealpath in an effort to ensure adoption
Produce and deliver web-based and in-person training seminars for customers
Field phone and email based support inquiries from customers
Assist with the creation of self-service documentation and video-based training materials
Work cross-functionally with Dealpath’s Sales, Marketing, and Product teams to relay customer use cases, develop success assets, and resolve product escalations
Ensure the retention, growth, and satisfaction of a portfolio of customer accounts
Help the Customer Success team build out process and success metrics to accelerate the scaling of this function
Qualification
Required
Bachelor's degree or higher
1-5 years of customer success and/or account management
Strong written and verbal communication skills, including comfort with presenting to senior executive audiences
Empathy for customers, and passion for helping them
Demonstrated ability to manage ambiguity and apply problem-solving skills
High attention to detail and accuracy
Strong knowledge and proficiency in Excel / Google Sheets
Preferred
Experience working for an enterprise SaaS company
Experience servicing commercial real estate firms
Interest in commercial real estate
Familiarity with SQL and Salesforce
Benefits
Medical, dental, and vision insurance.
Health Savings Account (HSA) & Flexible Spending Account (FSA) options.
401(k) retirement plan.
Paid Parental Leave.
Flexible Time Off (FTO) policy.
Commuter benefits program.
Monthly wellness reimbursement to support physical and mental well-being.
Hybrid Work Policy, 3 days in office (Tues/Wed/Thur).
This position is also eligible for Dealpath's equity plan.
Company
Dealpath
Real estate's most trusted deal management platform empowering smart investment decisions.
Funding
Current Stage
Growth StageTotal Funding
$67.1MKey Investors
Morgan Stanley Expansion CapitalNasdaq VenturesBlackstone Group
2022-09-08Series C· $43M
2020-10-15Series Unknown
2020-02-27Series Unknown
Recent News
2025-10-15
2025-01-08
2024-02-28
Company data provided by crunchbase