Full-Time

Customer Success Manager

Mid-Market

Confirmed live in the last 24 hours

Dealpath

Dealpath

51-200 employees

Platform for managing real estate transactions

Compensation Overview

$95k - $110k/yr

+ Variable Compensation

Junior, Mid

San Francisco, CA, USA

Hybrid work policy - 3 days in office requirement (Tues/Wed/Thurs).

Category
Customer Success
Sales & Account Management
Required Skills
Sales
Product Management
Marketing
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree or higher
  • 1-5 years of customer success and/or account management
  • 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
Responsibilities
  • Interact with customers to learn how their business works, define success criteria, and build out a customer journey to help them reach their business goals
  • Train, onboard, and support our customers in their usage of Dealpath in an effort to ensure adoption
  • 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 Dealpath’s Sales, Marketing, and Product teams to relay customer use cases, develop success assets, and resolve product escalations
  • Ensure the retention, growth, and satisfaction of a portfolio of customer accounts
  • Help the Customer Success team build out process and success metrics to accelerate the scaling of this function
Desired Qualifications
  • Experience working for an enterprise SaaS company
  • Experience servicing commercial real estate firms
  • Interest in commercial real estate
  • Familiarity with SQL and Salesforce

Dealpath provides a platform designed for managing and tracking real estate transactions for businesses in the real estate sector, including 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 of deals 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 market, offering tailored solutions that meet the unique needs of its clients. 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.

Help us improve and share your feedback! Did you find this helpful?

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

-3%

1 year growth

-3%

2 year growth

0%
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.