Customer Success Manager, Enterprise at Dealpath

Customer Success Manager, Enterprise – Dealpath, New York, NY, US (Full‑time, on‑site) Responsibilities Manage a portfolio of 30–40 enterprise accounts as the primary relationship holder for investment teams and C‑suite stakeholders. Drive adoption and value by defining success criteria early and ensuring each customer articulates Dealpath’s impact on their business. Lead QBRs and EBRs with data‑driven business reviews to keep customers aligned and build renewal cases. Lead renewals end‑to‑end, building a strong case well before the contract date. Identify and grow upsell opportunities based on a deep understanding of each customer’s investment strategy. Serve as the voice of customers internally by synthesizing feedback for product, engineering, and sales. Develop CRE expertise and advise customers on configuring Dealpath to their workflows, becoming a trusted subject matter expert. Stay close to the AI roadmap to address customer questions about AI integration. Qualifications 1.5–4 years as a CSM or Client Success Manager at a B2B SaaS company with direct account ownership. Proven renewal and upsell experience, end‑to‑end, without support from others. Enterprise account experience with multi‑year contracts and executive‑level stakeholders. Comfortable leading QBR/EBR sessions with data‑driven reviews. Clear, polished communicator skilled at building credibility with C‑suite stakeholders including CIOs and Heads of Acquisitions. Proficiency in Excel/Google Sheets. 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. Benefits and Compensation 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 for physical and mental well‑being. Hybrid work policy: 3 days in office (Tue/Wed/Thu). Estimated pay range for New York City candidates: $95,000–$100,000 base salary, plus $10,000–$25,000 variable compensation. This position is also eligible for Dealpath’s equity plan. #J-18808-Ljbffr Dealpath