Customer Success Analyst

Dealpath•San Francisco, CA

5h•Hybrid

About The Position

Dealpath is looking for a self-motivated Customer Success Analyst to join our growing team in San Francisco! If you’re interested in starting a career in Customer Success, Dealpath encourages you to apply. As our Customer Success Analyst you will play a vital role in ensuring our strategic customers adopt and utilize Dealpath to its utmost capabilities. The Customer Success team is supportive and values collaboration, which means they’ll be with you to support your career growth journey. In this role, you’ll gain the experience needed to advance into roles like Customer Success Manager, paving the way for a fulfilling career here at Dealpath.

Requirements

A proactive problem solver who feels excited about contributing new ideas towards achieving operational excellence in a fast paced environment.
Product-focused; you enjoy and feel challenged mastering new software
Able to effectively partner, collaborate, and communicate with technical and non-technical colleagues
Always thinking of new ways to effectively serve customers and improve the Customer Success team’s internal processes
Resourceful and not afraid to try out-of-the-box approaches to resolve complex issues
Bachelor’s degree or higher
0 to 2 years of professional experience.
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

Nice To Haves

Internship experience in commercial real estate, SaaS, customer success, AI, or data is preferred, especially in a customer facing role
Familiarity with Zendesk, Asana, Salesforce, Jira, and SQL, plus hands on experience using AI tools like Claude or ChatGPT to work faster and smarter
Strong interest in a long-term career in Customer Success
Prior internship experience supporting Customer Success or Go-to-Market teams

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