Full-Time

Mid-Market Customer Success Manager

Updated on 4/25/2024

Dealpath

Dealpath

51-200 employees

Cloud-based real estate investment management platform

Real Estate

Junior, Mid, Senior

San Francisco, CA, USA

Required Skills
Sales
Communications
Marketing
Excel/Numbers/Sheets
Requirements
  • Bachelor's degree or higher
  • 3-5 years of customer success and/or account management
  • Strong written and verbal communication skills
  • 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
  • Interact with customers to learn how their business works, define success criteria, and build out a customer journey
  • Train, onboard, and support customers in their usage of Dealpath
  • Produce and deliver web-based and in-person training seminars for customers
  • Field phone and email based support inquiries from customers
  • Assist with the creation of self-service documentation and video-based training materials
  • Work cross-functionally with Sales, Marketing, and Product teams
  • Ensure the retention, growth, and satisfaction of a portfolio of customer accounts
  • Help the Customer Success team build out process and success metrics

Dealpath offers a cloud-based real estate investment management platform that enables firms to streamline deal management through data-driven investment decisions. The platform provides smart pipeline tracking, deal analytics, and collaborative workflows, supporting over $10 trillion in transactions with leading institutions worldwide.

Company Stage

Series C

Total Funding

$76.1M

Headquarters

San Francisco, California

Founded

2014

Growth & Insights
Headcount

6 month growth

-9%

1 year growth

-9%

2 year growth

6%

Benefits

Equity grant

401k

Medical, dental, & vision

Flexible vacation policy

Health & wellness stipend

Fully-stocked kitchen

Commuter reimbursement

Hybrid work policy

Customized workstation