Senior Customer Success Manager; Enterprise

Requirements

• A curious and self-motivated team player, ready to embrace a fast paced, high-growth environment
• Product-focused; you enjoy and feel challenged mastering new software
• Able to effectively partner, collaborate, and communicate with technical and non-technical colleagues
• Always thinking of new ways to effectively serve customers and improve the Customer Success team’s internal processes
• Resourceful and not afraid to try out-of-the-box approaches to resolve complex issues
• Bachelor’s degree or higher
• 4-7 years of customer success, account management, and/or commercial real estate experience
• Strong written and verbal communication skills, including comfort with presenting to senior executive audiences
• Empathy for customers and passion for helping them
• Demonstrated ability to manage ambiguity and apply problem-solving skills
• High attention to detail and accuracy
• Strong knowledge and proficiency in Excel / Google Sheets
• Experience servicing commercial real estate firms, asset managers, private equity, private credit, or investment managers; commercial real estate background
• (Desirable) Commercial real estate background
• (Desirable) Familiarity with SQL, Salesforce, Asana, Gong, and AI tools

• As a Senior Customer Success Manager you will play a critical role in ensuring our customers adopt and utilize Dealpath to its utmost capabilities
• Ensure the retention, growth, and satisfaction of a portfolio of customer accounts
• Work with the Implementation Manager during implementation to understand customer’s success criteria and system configuration
• Partner with customers to build out a customer journey to help them reach their business goals
• Build post-implementation programs for enterprise and strategic accounts to ensure strong adoption plans for current customer employees and their new hires
• Produce and deliver web-based and in-person training sessions and strategic reviews for customers
• Field phone and email-based support inquiries from customers
• Work cross-functionally with Dealpath’s Sales, Marketing, Product, and Leadership teams to relay customer feedback, develop case studies, and resolve product escalations
• Be an advocate and leader for innovating Customer Success processes and how we support large teams at scale