Customer Success Manager, Enterprise

About this role

<p><span style="font-size: 12pt;"><strong>Dealpath is looking for a self-motivated Customer Success Manager to join our growing team in San Francisco, CA!</strong></span></p> <p><span style="font-size: 12pt;">As an Enterprise CSM at Dealpath, you'll manage a portfolio of 30–40 enterprise accounts for some of the world's most sophisticated institutional real estate investors — firms like Blackstone, MetLife, and Nuveen. Your customers are investment professionals deploying hundreds of millions of dollars into commercial real estate each year. This is a high-touch role where success means becoming a trusted advisor, not just a support contact.</span></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" style="font-size: 12pt;"><span style="font-size: 12pt;">Manage a book of business — 30–40 enterprise accounts as the primary relationship holder for investment teams and C-suite stakeholders</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Drive adoption and value — define success criteria early and make sure every customer can articulate what Dealpath is doing for their business</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Lead QBRs and EBRs — data-driven business reviews that keep customers aligned and build the case for renewal</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Lead renewals end to end — build the case well before the contract date, not at the finish line</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Identify and grow upsell opportunities — grounded in a deep understanding of each customer's investment strategy</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Be the voice of your customers internally — synthesize feedback to product, engineering, and sales</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Develop genuine CRE expertise — advise customers on configuring Dealpath to their workflows and become a trusted subject matter expert</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">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</span></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" style="font-size: 12pt;"><span style="font-size: 12pt;">1.5–4 years as a CSM or Client Success Manager at a B2B SaaS company — direct account ownership, not a team management role</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Proven renewal and upsell experience — end to end, not supporting someone else's process</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Enterprise account experience — multi-year contracts and executive-level stakeholders</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">QBR/EBR experience — comfortable leading data-driven business reviews</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Clear, polished communicator — skilled at building credibility with C-suite stakeholders including CIOs and Heads of Acquisitions</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Excel/Google Sheets proficiency — you'll use it regularly</span></li> <li class="font-claude-response-body whitespace-normal break-words pl-2" style="font-size: 12pt;"><span style="font-size: 12pt;">Curiosity about AI </span></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…