Senior Customer Success Manager, Enterprise

Role Overview

As a Senior CSM at Dealpath, you’ll own a portfolio of enterprise and strategic accounts, typically 30 to 40, for firms like Blackstone, MetLife, and Nuveen. You’ll take on the most complex accounts, mentor other CSMs, and help shape how the team operates.

What You Will Do

You’ll own enterprise and strategic accounts, build the customer journey, design post-implementation programs, lead the business review, own renewals end to end, identify and grow upsell opportunities, be the first line of support, work cross-functionally, shape how the team works, and bring fresh thinking to hard problems.

Why It Might Be a Fit

You’ll be excited about this opportunity because you’ll have the chance to own enterprise and strategic accounts, build the customer journey, and shape how the team works.

Requirements

• 4+ years of customer success, account management, and/or commercial real estate experience
• Demonstrated AI fluency, using AI tools regularly in your own workflow to work more efficiently
• Strong written and verbal communication skills, including comfort presenting to senior executive audiences
• Genuine empathy for customers and a strong interest in helping them succeed
• Demonstrated ability to manage ambiguity and apply problem-solving skills to open-ended situations
• High attention to detail and accuracy
• Strong knowledge and proficiency in Excel / Google Sheets
• Experience servicing commercial real estate firms, asset managers, private equity, private credit, or investment managers, or a commercial real estate background
• Bachelor’s degree or equivalent experience

Benefits

• Medical, dental, and vision insurance
• Health Savings Account (HSA) & Flexible Spending Account (FSA) options
• 401(k) retirement plan
• Paid Parental Leave
• Flexible Time Off (FTO) policy
• Commuter benefits program
• Monthly wellness reimbursement to support physical and mental well-being