Manager of Customer Success

Location: New York

Dealpath is hiring a Manager, Customer Success to lead a growing team of Customer Success Managers and own outcomes for a portfolio of strategic customer relationships spanning institutional investors, asset managers, and real estate operators, including firms like Blackstone, Nuveen, and CBRE IM. If you've built a career in proptech, commercial real estate, or financial services SaaS, this is a room you already know how to work in.

You will coach a team that owns renewals and account growth for firms managing billions in real estate assets, and you will build the processes and metrics that let Customer Success scale as Dealpath grows.

pThis is a people leadership role for someone who wants to build a team, not just carry a book. You will spend your time coaching CSMs through complex renewal conversations, partnering cross functionally to remove blockers, and shaping how the function operates as it scales.

What You'll Do People leadership and team development ul li
Coach and develop a team of Customer Success Managers
, whether they come up through CRE, asset management, or adjacent fintech backgrounds, setting clear expectations, giving direct feedback on real accounts and customer interactions, and building a culture where people get better fast. li
Support hiring, onboarding, and enablement to grow a team that can operate independently on complex, high stakes accounts. li
Build team operating rhythms including 1:1s, performance reviews, and account reviews that make coaching consistent rather than ad hoc. /ul Retention, growth, and customer outcomes ul li
Stay close enough to strategic accounts to guide your team through it
, supporting account plans and renewal motions and helping CSMs navigate escalations, pricing conversations, and stakeholder change before they become risk. li
Partner directly with customers on their success roadmap, helping investment teams, asset managers, and operators connect their day to day use of Dealpath to the outcomes they are measured on. /ul Partner with Implementation on onboarding ul li
Work with Implementation to understand each customer's success criteria and configuration before the account transitions to your team, so CSMs start from a clear picture of what success looks like. li
Build and improve onboarding programs for enterprise and strategic accounts
, including enablement for the customer's own teams as they ramp on the platform. /ul Training, support, and customer enablement ul li
Oversee training programs, both web based and in person
, that help customer teams move from basic adoption to workflow mastery, and coach your team to handle every customer inquiry, phone or email, with the same clarity and follow through. /ul Cross functional collaboration and scaling the function ul li
Relay customer feedback to Sales, Marketing, and Product
, and partner on case studies and product escalations that need cross functional attention. li
Build the playbooks, processes, and success metrics that let Customer Success scale predictably as the team and customer base grow. /ul Required Qualifications ul liBachelor's degree or higher. li6+ years of experience in customer success, account management, consulting, or commercial real estate related roles, including experience managing enterprise relationships. li2+ years of people management experience
, or strong team lead experience with clear coaching and performance ownership. liStrong written and verbal communication skills, including comfort presenting to CIOs, Heads of Asset Management, and other senior stakeholders at institutional real estate firms. liDemonstrated ability to manage ambiguity, solve problems, and see outcomes through in a changing environment. liClose attention to detail and accuracy, with strong proficiency in Excel and Google Sheets.
liAbility to partner effectively with both technical and non-technical colleagues. liExperience with software renewals, strategic upsell processes, and conflict resolution. liDemonstrated AI fluency, using AI tools regularly in your own workflow to work more efficiently, not just familiarity with AI as a product feature. /ul Nice to Have ul liExperience building and…