Customer Success Manager, Enterprise

Dealpath•San Francisco, CA

1d•Hybrid

About The Position

Dealpath is looking for a self-motivated Customer Success Manager to join our growing team in San Francisco, CA! As an Enterprise CSM at Dealpath, you'll manage a portfolio of 30–40 enterprise accounts for some of the world's most sophisticated institutional real estate investors — firms like Blackstone, MetLife, and Nuveen. Your customers are investment professionals deploying hundreds of millions of dollars into commercial real estate each year. This is a high-touch role where success means becoming a trusted advisor, not just a support contact.

Requirements

1.5–4 years as a CSM or Client Success Manager at a B2B SaaS company — direct account ownership, not a team management role
Proven renewal and upsell experience — end to end, not supporting someone else's process
Enterprise account experience — multi-year contracts and executive-level stakeholders
QBR/EBR experience — comfortable leading data-driven business reviews
Clear, polished communicator — skilled at building credibility with C-suite stakeholders including CIOs and Heads of Acquisitions
Excel/Google Sheets proficiency — you'll use it regularly
Curiosity about AI
Bachelor's degree or equivalent experience

Nice To Haves

Experience in CRE tech, proptech, or adjacent financial technology (alternative investment platforms, private capital software)
Background supporting a complex, configurable SaaS product requiring deep domain expertise
Familiarity with the CRE acquisition process
Salesforce experience

Responsibilities

Manage a book of business — 30–40 enterprise accounts as the primary relationship holder for investment teams and C-suite stakeholders
Drive adoption and value — define success criteria early and make sure every customer can articulate what Dealpath is doing for their business
Lead QBRs and EBRs — data-driven business reviews that keep customers aligned and build the case for renewal
Lead renewals end to end — build the case well before the contract date, not at the finish line
Identify and grow upsell opportunities — grounded in a deep understanding of each customer's investment strategy
Be the voice of your customers internally — synthesize feedback to product, engineering, and sales
Develop genuine CRE expertise — advise customers on configuring Dealpath to their workflows and become a trusted subject matter expert
Stay close to our AI roadmap — our customers are actively asking about AI and our CSMs are on the front lines of how it lands