Customer Success Manager, Enterprise

You’re excited about this opportunity because you’ll:
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.

Qualifications:
1.5+ 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 Have:
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