<p class="_chunkWrapper_yu34g_39">Dealpath is looking for a self-motivated Senior Customer Success Manager to join our growing team in New York City or San Francisco. 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> <p><span style="font-size: 12pt;"><strong>You're excited about this opportunity because you’ll:</strong></span></p> <ul> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="12:1-12:160;585-744"> <p><strong>Own enterprise and strategic accounts:</strong> Manage a portfolio of roughly 10 to 30 accounts, including some of Dealpath's most complex customer relationships.</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="13:1-13:207;745-951"> <p><strong>Build the customer journey:</strong> Partner with customers from implementation onward to define success criteria and translate business goals into a specific adoption plan, not a generic onboarding checklist.</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="14:1-14:185;952-1136"> <p><strong>Design post-implementation programs:</strong> Build adoption programs for enterprise and strategic accounts, including plans for onboarding new hires into an existing customer's workflow.</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="15:1-15:200;1137-1336"> <p><strong>Lead the business review:</strong> Deliver web-based and in-person training sessions and strategic reviews that keep executive stakeholders bought in and build the case for renewal well before it's due.</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="16:1-16:167;1337-1503"> <p><strong>Own renewals end to end:</strong> Build the renewal case well before the contract date, not at the finish line, and drive the process from value narrative through close.</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="17:1-17:184;1504-1687"> <p><strong>Identify and grow upsell opportunities:</strong> Spot expansion potential grounded in a deep understanding of each customer's investment strategy and where Dealpath can do more for them.</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="18:1-18:184;1688-1871"> <p><strong>Be the first line of support:</strong> Field phone and email-based support inquiries directly, with the judgment to know when something needs to be escalated versus resolved on the spot.</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="19:1-19:169;1872-2040"> <p><strong>Work cross-functionally:</strong> Partner with Sales, Marketing, Product, and Leadership to relay customer feedback, develop case studies, and resolve product escalations.</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="20:1-20:148;2041-2188"> <p><strong>Shape how the team works:</strong> Bring ideas for improving Customer Success process at scale and help other CSMs get better, not just your own book.</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="21:1-21:160;2189-2348"> <p><strong>Bring fresh thinking to hard problems:</strong> Approach complex or ambiguous customer issues with creativity, and don't default to the way it's always been done.</p> </li> </ul> <p><span style="font-size: 12pt;"><strong>Qualifications:</strong></span></p> <ul> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="26:1-26:98;2404-2501"> <p><strong>4+ years</strong> of customer success, account management, and/or commercial real estate experience</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="26:1-26:98;2404-2501"> <p>Demonstrated <strong>AI fluency</strong>, using AI tools regularly in your own workflow to work more efficiently</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="27:1-27:113;2502-2614"> <p><strong>Strong written and verbal communication skills</strong>, including comfort presenting to senior executive audiences</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="28:1-28:82;2615-2696"> <p><strong>Genuine empathy</strong> for customers and a strong interest in helping them succeed</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="29:1-29:105;2697-2801"> <p>Demonstrated ability to <strong>manage ambiguity</strong> and apply problem-solving skills to open-ended situations</p> </li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="30:1-30:44;2802-2845"> <p><strong>High attention to detail</strong> and accuracy</p> </li> <li class="font-claude-response-body whitespace-normal break-words