Full-Time

Customer Success Manager

Dealpath

Dealpath

51-200 employees

Platform for managing real estate transactions

Compensation Overview

$138k - $148k/yr

New York, NY, USA

Hybrid

Hybrid Work Policy.

Category
Sales & Account Management
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree or higher.
  • 6–9 years of experience in customer success, account management, consulting, and/or commercial real estate-related roles, with experience managing enterprise relationships.
  • 2+ years of people management experience (or strong team-lead experience with clear coaching and performance ownership).
  • Strong written and verbal communication skills, including comfort presenting to senior executive audiences.
  • Demonstrated ability to manage ambiguity, problem-solve, and drive outcomes in a fast-paced environment.
  • Close attention to detail and accuracy; strong proficiency in Excel / Google Sheets.
  • Ability to effectively partner and collaborate with technical and non-technical colleagues.
  • Experience with software renewals, strategic upsell processes, and conflict resolution
  • Experience servicing commercial real estate firms, asset managers, private equity, private credit, or investment managers; commercial real estate background.
Responsibilities
  • Manage, coach, and develop a team of Customer Success Managers—setting clear expectations, driving performance, and building a high-feedback culture.
  • Support hiring, onboarding, and enablement to grow a high-performing Customer Success team.
  • Create team operating rhythms (1:1s, performance reviews, pipeline/account reviews, best-practice sharing) to increase effectiveness and consistency.
  • Ensure the retention, growth, and satisfaction of a portfolio of customer accounts; support CSMs in executing strong account plans and renewal motions.
  • Partner with customers to build a customer journey that helps them reach business goals and realize measurable value from Dealpath.
  • Identify risks early, lead escalation management when needed, and drive resolution plans to protect renewals and customer trust.
  • Collaborate with Implementation during onboarding to understand each customer’s success criteria and system configuration, and ensure a smooth transition to Customer Success.
  • Build and improve onboarding programs for enterprise and strategic accounts, including new-hire enablement for customer teams.
  • Oversee the production and delivery of web-based and in-person training programs for customers to drive adoption and workflow mastery.
  • Support the team in handling customer inquiries via phone and email, ensuring high-quality responses and consistent follow-through.
  • Work cross-functionally with Sales, Marketing, and Product to relay customer feedback, develop case studies, and resolve product escalations.
  • Lead the development of Customer Success processes, playbooks, and success metrics to accelerate scaling and improve predictability.
Desired Qualifications
  • Experience building and scaling a commercial Customer Success program
  • Familiarity with SQL, Salesforce, Asana, Gong, and AI tools

Dealpath provides a cloud-based platform for managing real estate transactions. It serves real estate investment firms, developers, and housing funds by letting users input, organize, and track deals in one space, with features such as customizable deal templates and an always-on workflow that increases predictability and efficiency. The platform supports acquisitions, dispositions, and development starts, helping teams maintain up-to-date information and transparency across a high volume of deals. Unlike some competitors, Dealpath emphasizes structured templates and continuous processes to deliver consistent deal velocity and visibility. The company's goal is to streamline real estate transactions, improve decision-making, and drive reliable, scalable deal flow for its clients.

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

  • $43M Series C from Morgan Stanley fuels AI-powered innovations.
  • Mathew Keshav Lewis as CRO drives revenue with top investors.
  • Jason Lo heads Canada expansion from Altus Group expertise.

What critics are saying

  • VTS AI features poach Bridge clients via API incompatibility now.
  • MRI acquires Cherre, forces Nuveen migration by Q3 2026.
  • Yardi Voyager 8.0 captures developers, halves growth in 6 months.

What makes Dealpath unique

  • Dealpath created real estate deal management category in 2014.
  • Platform supports $10 trillion transactions for Blackstone, Nuveen.
  • Dealpath Connect integrates CBRE listings directly in November 2024.

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People at Dealpath who can refer or advise you

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

0%

1 year growth

0%

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.

The Business Journals
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.