Customer Success Configurator

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 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.