Senior Customer Success Manager (Enterprise)

Dealpath; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Deepstreamtech seeks a Senior Customer Success Manager in New York to ensure customers adopt Dealpath effectively. Key responsibilities include managing customer accounts, delivering training, and innovating Customer Success processes. Ideal candidates have a Bachelor's degree, 4-7 years of experience in customer success or account management, and strong communication skills. The role demands empathy for customers and problem-solving aptitude, with proficiency in Excel and familiarity with tools like SQL and Salesforce.

Qualifications

• 4-7 years of customer success, account management, and/or commercial real estate experience.
• Empathy for customers and a passion for helping them.
• Strong attention to detail and accuracy.

Responsibilities

• Ensure customers adopt and utilize Dealpath to its utmost capabilities.
• Retain, grow, and satisfy a portfolio of customer accounts.
• Produce and deliver training sessions and strategic reviews for customers.

Skills

Customer success

Account management

Communication skills

Problem-solving

Excel / Google Sheets proficiency

Education

Bachelor's degree or higher

Tools

SQL

Salesforce

Asana

Gong

Job description

Requirements

• A curious and self-motivated team player, ready to embrace a fast paced, high-growth environment
• Product-focused; you enjoy and feel challenged mastering new software
• 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
• 4-7 years of customer success, account management, and/or commercial real estate experience
• 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 servicing commercial real estate firms, asset managers, private equity, private credit, or investment managers; commercial real estate background
• (Desirable) Commercial real estate background
• (Desirable) Familiarity with SQL, Salesforce, Asana, Gong, and AI tools

What the job involves

• As a Senior Customer Success Manager you will play a critical role in ensuring our customers adopt and utilize Dealpath to its utmost capabilities
• Ensure the retention, growth, and satisfaction of a portfolio of customer accounts
• Work with the Implementation Manager during implementation to understand customer’s success criteria and system configuration
• Partner with customers to build out a customer journey to help them reach their business goals
• Build post-implementation programs for enterprise and strategic accounts to ensure strong adoption plans for current customer employees and their new hires
• Produce and deliver web-based and in-person training sessions and strategic reviews for customers
• Field phone and email-based support inquiries from customers
• Work cross-functionally with Dealpath’s Sales, Marketing, Product, and Leadership teams to relay customer feedback, develop case studies, and resolve product escalations
• Be an advocate and leader for innovating Customer Success processes and how we support large teams at scale