Customer Success Config Specialist

Dealpath; New York (NY); Hybrid; USD 77,000 - 94,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan

Paid Parental Leave

Flexible Time Off (FTO) policy

Hybrid Work Policy

Commuter benefits program

Monthly wellness reimbursement

Job summary

Dealpath is seeking a self-motivated Customer Success Analyst in New York City to help institutional real estate firms maximize Dealpath by configuring how they run their deals. You’ll empower CSMs to focus on customer interaction while building scalable configurations and insightful automation.

You’ll gain product expertise fast, work with cross-functional teams, and grow into more senior Customer Success roles within a supportive environment that values initiative and collaboration.

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.

Responsibilities

• 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

Skills

Clear written and verbal communication

Empathy for customers

Problem solving

Attention to detail

Excel & Google Sheets

Education

Bachelor's degree or higher

Tools

Zendesk

Asana

Salesforce

Jira

SQL

Claude / ChatGPT

Job description

Dealpath is seeking a self-motivated Customer Success Analyst in New York City to help institutional real estate firms maximize Dealpath by configuring how they run their deals. You’ll empower CSMs to focus on customer interaction while building scalable configurations and insightful automation.

You’ll gain product expertise fast, work with cross-functional teams, and grow into more senior Customer Success roles within a supportive environment that values initiative and collaboration.