Customer Success Analyst

Dealpath; San Francisco (CA); Hybrid; USD 72,000 - 98,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA

FSA

401(k) retirement plan

Parental Leave

Flexible Time Off

Commuter benefits

Wellness reimbursement

Hybrid work policy

Equity plan

Job summary

Dealpath is seeking a self-motivated Customer Success Analyst in San Francisco to help institutional real estate firms optimize their use of the Dealpath platform. You’ll build configurations for client deals, respond to platform questions, and develop product expertise to become a go-to resource for customers and teammates.

You’ll work with CSMs, Product, and Engineering to spot patterns and translate them into automation or new features, shaping how customers run their deals.

Qualifications

• Bachelor's degree or higher
• 0 to 2 years of professional experience; internship in CRE, SaaS, CS, AI, or data preferred
• Clear written and verbal communication with senior leaders
• Empathy for customers and a passion for helping them
• Demonstrated ability to work through ambiguity and solve problems
• Attention to detail and accuracy
• Proficiency in Excel and Google Sheets
• Familiarity with Zendesk, Asana, Salesforce, Jira, and SQL; AI tools like Claude or ChatGPT is a plus
• Interest in a long-term career in Customer Success
• Prior internship experience supporting CS or Go-to-Market teams

Responsibilities

• Build customer configurations from start to finish, taking requests from CSMs to a finished result
• Assist with platform questions and support requests to keep customers moving on deals
• Develop deep product expertise and become the go-to person for customers and teammates
• Collaborate with CSMs, Product, and Engineering to identify patterns and turn them into automation or new features

Skills

Customer focus

Problem solving

Communication

Adaptability

Education

Bachelor's degree or higher

Tools

Excel

Google Sheets

Job description

Dealpath is looking for a self-motivated Customer Success Analyst to join our growing team in San Francisco!

If you're interested in starting a career in Customer Success, this is a great place to start it. You'll help institutional real estate firms get the most out of Dealpath by building the configurations that shape how they run their deals. Your work frees up our CSMs to spend their time with customers.

The Customer Success team is supportive and collaborative, and they'll be with you as your career grows. You'll build the experience to move into roles like Customer Success Manager, and you'll have a real path to get there at Dealpath.

You're excited about this opportunity because you will:

• Build customer configurations from start to finish, picking up requests from CSMs in Asana and seeing each one through to a finished result
• Jump in on platform questions and support requests so customers can keep moving on their deals
• Develop deep product expertise and become the person customers and teammates turn to
• Work with CSMs, Product, and Engineering to spot patterns, then turn them into automation and new features

We're excited that you have:

• A puzzle-solving streak: you like working out how to build something and breaking a big request into clear steps
• A product mindset: you enjoy learning new software and getting good at it
• Easy communication with technical and non-technical colleagues
• Fresh ideas for serving customers and improving how the Customer Success team works
• Resourcefulness and a willingness to try new approaches to challenging problems

Qualifications:

• Bachelor's degree or higher
• 0 to 2 years of professional experience. Internship experience in commercial real estate, SaaS, customer success, AI, or data is preferred, especially in a customer facing role
• Clear written and verbal communication, with the confidence to present to senior leaders
• Empathy for customers and a passion for helping them
• Demonstrated ability to work through ambiguity and solve problems
• Attention to detail and accuracy
• Proficiency in Excel and Google Sheets

Nice to haves:

• Familiarity with Zendesk, Asana, Salesforce, Jira, and SQL, plus hands-on experience using AI tools like Claude or ChatGPT to work faster and smarter
• Interest in a long-term career in Customer Success
• Prior internship experience supporting Customer Success or Go-to-Market teams

The Perks & Culture:

• 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
• Non-Exempt: $85,000 Annually, with a 5k Bonus.
• 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.

About Dealpath:

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, 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.