Director of Customer Success

Dealpath; San Francisco (CA); On-site; USD 164,000 - 176,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

HSA & FSA options

401(k) retirement plan

Paid Parental Leave

Flexible Time Off (FTO)

Commuter benefits program

Monthly wellness reimbursement

Hybrid Work Policy

Equity plan

Job summary

Dealpath is hiring a Director of Customer Success to lead and scale a high-performing CS organization across enterprise and strategic accounts.

You’ll manage leaders and managers, own retention and expansion metrics, and partner cross-functionally with Sales, Implementation, and Product to ensure customers realize measurable value. Expect a hybrid work model and a salary range for California candidates.

Qualifications

• 8+ years in Customer Success, Account Management, Consulting, or similar customer-facing roles in B2B SaaS (enterprise experience preferred).
• 3+ years of people management experience, including hiring and performance management.

Responsibilities

• Lead, coach, and develop a team of Customer Success Managers and managers; hire and set goals.
• Own performance against GRR/NRR, renewals, expansion, adoption, and health metrics.
• Drive renewal strategy and execution with strong account planning and stakeholder mapping.
• Identify risk early and lead executive-level escalation to protect renewals and trust.
• Define and operationalize the customer lifecycle from onboarding to value realization.
• Partner with customers to build success plans tied to outcomes, usage goals, and ROI.
• Ensure high-quality enablement and training experiences to drive adoption.
• Build and refine customer health scoring, reporting, and dashboards.
• Standardize renewals and expansion playbooks; improve cross-functional workflows.
• Partner with Sales, Product, Implementation to surface feedback and influence roadmap.
• Represent the voice of the customer internally and prioritize issues.

Skills

Customer Success

Account Management

Consulting

Education

Bachelor’s degree or equivalent practical experience

Tools

Salesforce

Gainsight/Totango

Job description

Dealpath is hiring a Director of Customer Success to lead and scale a high‑performing Customer Success organization responsible for retention, expansion, adoption, and customer satisfaction across a portfolio of enterprise and strategic accounts.

In this role, you’ll manage and develop a team of Customer Success leaders and Customer Success Managers, establish operating rhythms and scalable processes, and partner cross‑functionally with Sales, Implementation, and Product to ensure customers realize measurable value from Dealpath. You’ll bring a mix of strategic thinking and hands‑on execution—building the playbooks, metrics, and team structure required to scale.

What You’ll Do

• Lead, coach, and develop a team of Customer Success Managers and the managers who lead them, including hiring, setting clear goals, running regular 1:1s, and managing performance. Build strong frontline leaders who can grow and coach their own teams to create a high performing organization.
• Own performance against key metrics including Gross Revenue Retention (GRR), Net Revenue Retention (NRR), renewals, expansion pipeline, adoption, and customer health.
• Drive enterprise renewal strategy and execution; ensure strong account planning, stakeholder mapping, and multi-threading across customer organizations.
• Identify risk early and lead executive‑level escalation management to protect renewals and customer trust.

Deliver customer value and adoption

• Define and operationalize the customer lifecycle: onboarding handoff, adoption milestones, value realization, and ongoing success planning.
• Partner with customers to build success plans tied to business outcomes, usage goals, and measurable ROI.
• Ensure high‑quality enablement and training experiences (virtual and in‑person) that drive adoption across complex customer teams.

Build scalable processes, and metrics

• Build and refine customer health scoring, reporting, and dashboards to create visibility and accountability across the organization.
• Standardize processes for renewals, expansion identification, playbook execution, and executive communications.
• Improve cross‑functional workflows and SLAs across Implementation, Product, and Sales.

Cross‑functional leadership and customer advocacy

• Partner with Sales leadership on expansion strategy, process alignment, and smooth account transitions.
• Partner with Product and Engineering to surface customer feedback, influence roadmap priorities, and reduce recurring friction points.
• Represent the voice of the customer internally and ensure issues are prioritized appropriately.

What We’re Looking For

• Bachelor’s degree or equivalent practical experience.
• 8+ years of experience in Customer Success, Account Management, Consulting, or similar customer‑facing roles in B2B SaaS (enterprise experience strongly preferred).
• 3+ years of people management experience, including hiring, coaching, and performance management (experience managing managers is a plus).
• Proven track record owning retention and growth outcomes (renewals, expansions, GRR/NRR) across complex, multi‑stakeholder accounts.
• Strong executive presence and communication skills; ability to lead QBRs, renewal conversations, and escalations with senior stakeholders.
• Operational rigor: ability to build repeatable processes, define success metrics, and drive accountability through data and cadence.
• Comfort partnering cross‑functionally with Sales, Product, Implementation, and Support to drive outcomes end‑to‑end.

Nice to Have

• Experience in commercial real estate, fintech, or enterprise workflow platforms.
• Familiarity with Salesforce (and CS tools like Gainsight/Totango or similar).
• Experience building customer health models, segmentation frameworks, and scalable CS playbooks.
• Experience supporting complex onboarding and change management programs.

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.
• The estimated base pay range for California candidates is $164k - $176k. This position is also eligible for Dealpath's variable compensation & 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:

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, AEW, 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.

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.