Customer Success Manager, Enterprise at Dealpath

Apply for Customer Success Manager, Enterprise at Dealpath in San Francisco, CA, US. This full‑time on‑site position offers great opportunities for career growth. Dealpath is looking for a self‑motivated Customer Success Manager to join our growing team in San Francisco, CA. Responsibilities 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 Qualifications 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 Nice to Have Experience in CRE tech, proptech, or adjacent financial technology (alternative investment platforms, private capital software) Background supporting a complex, configurable SaaS product requiring deep domain expertise Familiarity with the CRE acquisition process Salesforce experience Perks & Culture 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 (Tue/Wed/Thu) Compensation The estimated pay range for California candidates is $95,000 - $100,000 base, and $10,000 - $25,000 variable compensation. This position is also eligible for Dealpath's equity plan. Your compensation will be based upon several factors including your experience, qualifications, education, location, and the skills assessed in Dealpath's interview process. Your actual compensation will be confirmed in writing at the time of offer. Dealpath's compensation ranges are determined by current market data, so compensation data posted on our job posts may change as new market data becomes available. #J-18808-Ljbffr Dealpath