What are the responsibilities and job description for the Manager, Customer Success position at Dealpath?
Dealpath is hiring a Manager, Customer Success, to lead and develop a team of Customer Success Managers and own outcomes for a portfolio of strategic customer relationships. You will be responsible for driving retention, growth, and customer satisfaction, and for building scalable processes and success metrics that help the Customer Success function scale.
This is a people-leadership role for someone who is customer-obsessed, product-focused, and energized by coaching others, improving team performance, and partnering cross-functionally to deliver customer value.
What You’ll Do
People leadership, and team development
Dealpath is the world’s largest and most trusted AI-powered operating system for real estate investing. To date, the platform has powered more than $10 trillion in transactions, partnering with hundreds of firms, including leading global institutions such as Blackstone, Nuveen, LaSalle, CBRE IM, MetLife, Newmark, Oxford Properties, New York Life, UBS, Manulife, DWS, and Principal.
By bringing together the only private exchange for institutional real estate listings, investment data, and intelligent execution workflows into a single platform, Dealpath enables firms to capture more opportunities, make faster decisions, execute efficiently, and deliver superior returns.
Our company is led by an experienced team and backed by a combination of top tier venture capital firms and strategic industry partners including: Blackstone, Nasdaq, 8VC, JLL Spark, WTI, GreenSoil Investments, LeFrak, Milstein, Bechtel, and Morgan Stanley Expansion Capital.
We value your voice! If you get excited about solving real business challenges and working closely with other smart folks in a winning culture — we’d love to meet you!
Interview Process Notice
Dealpath conducts interviews via video conference. To support our interviewers with accurate note-taking, we may use AI-assisted transcription tools during your interview sessions. By participating in the interview process, you acknowledge that interviews may be recorded or transcribed using these tools for note-taking purposes only. Transcripts are used solely for internal evaluation and are not shared outside of the hiring team.
This is a people-leadership role for someone who is customer-obsessed, product-focused, and energized by coaching others, improving team performance, and partnering cross-functionally to deliver customer value.
What You’ll Do
People leadership, and team development
- Manage, coach, and develop a team of Customer Success Managers—setting clear expectations, driving performance, and building a high-feedback culture.
- Support hiring, onboarding, and enablement to grow a high-performing Customer Success team.
- Create team operating rhythms (1:1s, performance reviews, pipeline/account reviews, best-practice sharing) to increase effectiveness and consistency.
- Ensure the retention, growth, and satisfaction of a portfolio of customer accounts; support CSMs in executing strong account plans and renewal motions.
- Partner with customers to build a customer journey that helps them reach business goals and realize measurable value from Dealpath.
- Identify risks early, lead escalation management when needed, and drive resolution plans to protect renewals and customer trust.
- Collaborate with Implementation during onboarding to understand each customer’s success criteria and system configuration, and ensure a smooth transition to Customer Success.
- Build and improve onboarding programs for enterprise and strategic accounts, including new-hire enablement for customer teams.
- Oversee the production and delivery of web-based and in-person training programs for customers to drive adoption and workflow mastery.
- Support the team in handling customer inquiries via phone and email, ensuring high-quality responses and consistent follow-through.
- Work cross-functionally with Sales, Marketing, and Product to relay customer feedback, develop case studies, and resolve product escalations.
- Lead the development of Customer Success processes, playbooks, and success metrics to accelerate scaling and improve predictability.
- Bachelor’s degree or higher.
- 6–9 years of experience in customer success, account management, consulting, and/or commercial real estate-related roles, with experience managing enterprise relationships.
- 2 years of people management experience (or strong team-lead experience with clear coaching and performance ownership).
- Strong written and verbal communication skills, including comfort presenting to senior executive audiences.
- Demonstrated ability to manage ambiguity, problem-solve, and drive outcomes in a fast-paced environment.
- close attention to detail and accuracy; strong proficiency in Excel / Google Sheets.
- Ability to effectively partner and collaborate with technical and non-technical colleagues.
- Experience with software renewals, strategic upsell processes, and conflict resolution
- Experience servicing commercial real estate firms, asset managers, private equity, private credit, or investment managers; commercial real estate background.
- Experience building and scaling a commercial Customer Success program
- Familiarity with SQL, Salesforce, Asana, Gong, and AI tools
- 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.
- Hybrid Work Policy.
- Base salary: $137,000–$147,000. Eligible for variable incentive compensation with a target incentive equal to 20% of OTE. OTE range: $174,000–$184,000. This position is also eligible for Dealpath's equity plan.
- Your compensation will be based upon several factors including your experience, qualifications, education, location, and the skills assessed in Dealpath's interview process. Your actual compensation will be confirmed in writing at the time of offer.
- Dealpath's compensation ranges are determined by current market data, so compensation data posted on our job posts may change as new market data becomes available.
Dealpath is the world’s largest and most trusted AI-powered operating system for real estate investing. To date, the platform has powered more than $10 trillion in transactions, partnering with hundreds of firms, including leading global institutions such as Blackstone, Nuveen, LaSalle, CBRE IM, MetLife, Newmark, Oxford Properties, New York Life, UBS, Manulife, DWS, and Principal.
By bringing together the only private exchange for institutional real estate listings, investment data, and intelligent execution workflows into a single platform, Dealpath enables firms to capture more opportunities, make faster decisions, execute efficiently, and deliver superior returns.
Our company is led by an experienced team and backed by a combination of top tier venture capital firms and strategic industry partners including: Blackstone, Nasdaq, 8VC, JLL Spark, WTI, GreenSoil Investments, LeFrak, Milstein, Bechtel, and Morgan Stanley Expansion Capital.
We value your voice! If you get excited about solving real business challenges and working closely with other smart folks in a winning culture — we’d love to meet you!
Interview Process Notice
Dealpath conducts interviews via video conference. To support our interviewers with accurate note-taking, we may use AI-assisted transcription tools during your interview sessions. By participating in the interview process, you acknowledge that interviews may be recorded or transcribed using these tools for note-taking purposes only. Transcripts are used solely for internal evaluation and are not shared outside of the hiring team.
Salary : $137,000 - $147,000