- Interact with customers to learn how their business works, define success criteria, and build out a customer journey to help them reach their business goals
- Train, onboard, and support our customers in their usage of Dealpath in an effort to ensure adoption
- Produce and deliver web-based and in-person training seminars for customers
- Field phone and email based support inquiries from customers
- Assist with the creation of self-service documentation and video-based training materials
- Work cross-functionally with Dealpath's Sales, Marketing, and Product teams to relay customer use cases, develop success assets, and resolve product escalations
- Ensure the retention, growth, and satisfaction of a portfolio of customer accounts
- Help the Customer Success team build out process and success metrics to accelerate the scaling of this function
- A self-motivated team player, ready to embrace a fast paced, high-growth environment
- 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
- 1-5 years of customer success and/or account management
- Strong written and verbal communication skills, including comfort with presenting to senior executive audiences
- 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
- Experience working for an enterprise SaaS company
- Experience servicing commercial real estate firms
- Interest in commercial real estate
- Familiarity with SQL and Salesforce
- 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, 3 days in office (Tues/Wed/Thur).
- The estimated pay range for New York City, New York candidates is $95,000 - $100,000 base, & $10,000 - $25,000 variable compensation.
- 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.
- Interviews may include AI-assisted note-taking tools in accordance with applicable privacy requirements.
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Customer Success Manager, Enterprise - New York - Dealpath
Description
Dealpath is looking for a self-motivated Customer Success Manager to join our growing team in New York City, New YorkAs a Customer Success Manager, you will play a critical role in ensuring our customers adopt and utilize Dealpath to its utmost capabilities.
You're excited about this opportunity because you'll:
Our mission is to empower real estate investment and capital markets with data and collaboration through purpose-built software. We believe that real estate is driven by people with information to shape the built world.
Today, Dealpath is the industry's leading cloud-based deal management platform and expanding rapidly. Recent highlights include: surpassing $10 Trillion of transactions supported on the platform with leading firms like Blackstone, CBRE, Oxford, Nuveen, Bridge Investment Group, etc., recognized as the "Top Technology" at Global PropTech Awards, and expanding offices and teams in San Francisco and New York City. We're engineering an industry-defining company to power the largest asset class in the world into the future.
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.
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