Customer Success Manager, Enterprise

Responsibilities

• Manage a portfolio of 30–40 enterprise accounts as the primary relationship holder
• Drive product adoption and define success criteria for investment teams
• Lead data-driven QBRs and EBRs to ensure customer alignment
• Manage the end-to-end renewal process
• Identify and grow upsell opportunities based on customer investment strategies
• Act as the voice of the customer for product, engineering, and sales teams
• Advise customers on configuring the platform to their specific workflows

Requirements

• 1.5–4 years of experience as a CSM or Client Success Manager at a B2B SaaS company
• Proven track record in managing renewals and upsells
• Experience managing enterprise-level accounts and executive stakeholders
• Proficiency in Excel or Google Sheets
• Bachelor's degree or equivalent experience
• Strong communication skills for C-suite interaction

Preferred Qualifications

• Experience in CRE tech, proptech, or financial technology
• Background supporting complex, configurable SaaS products
• Familiarity with the commercial real estate acquisition process
• Experience using Salesforce

Benefits

• Medical, dental, and vision insurance
• HSA and FSA options
• 401(k) retirement plan
• Paid Parental Leave
• Flexible Time Off (FTO)
• Commuter benefits
• Monthly wellness reimbursement
• Equity plan eligibility

About the Company

Dealpath is the world’s largest AI-powered operating system for real estate investing, having powered more than $10 trillion in transactions for leading global institutions.