<p><span style="font-size: 12pt;"><strong>Dealpath is looking for a self-motivated Customer Success Manager to join our growing team in New York City or San Francisco!</strong></span></p> <p>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.</p> <h3><span style="font-size: 12pt;"><strong>You're excited about this opportunity because you’ll:</strong></span></h3> <ul> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="12:1-12:141;695-835"><strong>Manage a book of business:</strong> 30-40 enterprise accounts as the primary relationship holder for investment teams and C-suite stakeholders.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="13:1-13:149;836-984"><strong>Drive adoption and value:</strong> Define success criteria early and make sure every customer can articulate what Dealpath is doing for their business.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="14:1-14:115;985-1099"><strong>Lead QBRs and EBRs:</strong> Data-driven business reviews that keep customers aligned and build the case for renewal.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="15:1-15:102;1100-1201"><strong>Lead renewals end to end:</strong> Build the case well before the contract date, not at the finish line.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="16:1-16:119;1202-1320"><strong>Identify and grow upsell opportunities:</strong> Grounded in a deep understanding of each customer's investment strategy.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="17:1-17:105;1321-1425"><strong>Be the voice of your customers internally:</strong> Synthesize feedback to product, engineering, and sales.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="18:1-18:141;1426-1566"><strong>Develop genuine CRE expertise:</strong> Advise customers on configuring Dealpath to their workflows and become a trusted subject matter expert.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="19:1-19:132;1567-1698"><strong>Stay close to our AI roadmap:</strong> Our customers are actively asking about AI and our CSMs are on the front lines of how it lands.</li> </ul> <h3><span style="font-size: 12pt;"><strong>Qualifications:</strong></span></h3> <ul> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="23:1-23:129;1721-1849"><strong>1.5+ years</strong> as a CSM or Client Success Manager at a B2B SaaS company, direct account ownership, not a team management role</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="24:1-24:94;1850-1943"><strong>Proven renewal and upsell experience</strong>, end to end, not supporting someone else's process</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="25:1-25:91;1944-2034"><strong>Enterprise account experience</strong>, multi-year contracts and executive-level stakeholders</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="26:1-26:75;2035-2109"><strong>QBR/EBR experience</strong>, comfortable leading data-driven business reviews</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="27:1-27:135;2110-2244"><strong>Clear, polished communicator</strong>, skilled at building credibility with C-suite stakeholders including CIOs and Heads of Acquisitions</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="28:1-28:63;2245-2307"><strong>Excel/Google Sheets proficiency</strong>, you'll use it regularly</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="29:1-29:25;2308-2332"><strong>Curiosity about AI</strong></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Bachelor's degree or equivalent experience</span></li> </ul> <h3><span style="font-size: 12pt;"><strong>Nice to Have:</strong></span></h3> <ul> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Experience in CRE tech, proptech, or adjacent financial technology (alternative investment platforms, private capital software)</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Background supporting a complex, configurable SaaS product requiring deep domain expertise</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Familiarity with the CRE acquisition process</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="