Full-Time

Customer Success Specialist

Posted on 2/16/2025

Dealpath

Dealpath

51-200 employees

Platform for managing real estate transactions

Compensation Overview

$65k - $70k/yr

+ Bonus + Equity Plan + Variable Compensation

Entry, Junior

San Francisco, CA, USA

Hybrid work policy requires 3 days in the office.

Category
Customer Success
Sales & Account Management
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree or higher
  • Strong written and verbal communication skills, with comfort presenting to senior executives.
  • 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
Responsibilities
  • Take charge of common platform questions and issues for customers from start to finish - while working in a dynamic and fast-paced environment
  • Respond to inquiries in a timely manner to help our customers optimize Dealpath to meet their platform utilization and investment goals
  • Develop deep product expertise, becoming a go-to resource for both customers and teammates.
  • Collaborate with cross-functional teams to identify areas where we can better serve our customer base through automation or added features
Desired Qualifications
  • Familiarity with Zendesk, Asana, Salesforce, Jira, and SQL
  • Strong interest in a long-term career in Customer Success
  • Prior internship experience supporting Customer Success or Go-to-Market teams

Dealpath provides a platform designed for managing and tracking real estate transactions, catering to clients such as real estate investment firms, developers, and housing funds. The platform allows users to input, manage, and monitor their deals, which enhances efficiency and transparency in the transaction process. In 2021, Dealpath facilitated $8.5 billion in transactions, showcasing its ability to handle large volumes effectively. Clients benefit from features like customized deal templates and an always-on process that improves predictability and organization. Unlike many competitors, Dealpath focuses specifically on the real estate sector, offering tailored solutions that meet the unique needs of its users. The company's goal is to streamline real estate transactions, enabling clients to make informed decisions and manage their projects more effectively.

Company Size

51-200

Company Stage

Series C

Total Funding

$65M

Headquarters

San Francisco, California

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • Integration with AI-driven analytics enhances Dealpath's data-driven insights for investments.
  • Blockchain technology offers secure, transparent transaction processes for Dealpath's platform.
  • Growing interest in proptech solutions allows Dealpath to expand market share among investors.

What critics are saying

  • Emerging PropTech startups could erode Dealpath's market share with similar solutions.
  • Economic downturns may reduce transaction volumes, impacting Dealpath's revenue.
  • Data privacy concerns and regulatory changes could increase compliance costs for Dealpath.

What makes Dealpath unique

  • Dealpath pioneered the Real Estate Deal Management industry with intelligent software solutions.
  • The platform supports over $10 trillion in transactions with top firms like Blackstone.
  • Dealpath's customized deal templates and 'always-on' process enhance efficiency and predictability.

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Benefits

Equity grant

401k

Medical, dental, & vision

Flexible vacation policy

Health & wellness stipend

Fully-stocked kitchen

Commuter reimbursement

Hybrid work policy

Customized workstation

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

2%
Business Wire
Mar 6th, 2025
Dealpath Announces Strategic Partnership with CBRE Capital Markets on Dealpath Connect

Dealpath announced the launch of Dealpath Connect in November 2024, a direct integration with top investment brokerage firms to seamlessly inject new listings directly into the pipelines of Dealpath's buy-side clients.

Business Wire
Jan 8th, 2025
Dealpath 2024 Year in Review: Innovating Solutions for a New Real Estate Market Cycle

Amid these market dynamics, Dealpath introduced new key products and technology integrations to its platform to help clients navigate this evolving landscape:

Connect CRE
Nov 7th, 2024
California People and Company News, Week of Nov. 9, 2024

Dealpath, a real estate investment and deal management platform, appointed Ursula Sage as senior director of product management.

Connect CRE
Oct 3rd, 2024
California People and Company News, Week of Oct. 4, 2024

Hung joins Dealpath from CloudTrucks, where she served as head of strategic finance.

Bizjournals
Jan 31st, 2024
2023 Best Real Estate Deals: Announcing the Dealmakers and Rising Stars honorees

2023 Best Real Estate Deals: announcing the Dealmakers and Rising Stars honorees.

INACTIVE