Senior Enterprise CSM — 30–40 Accounts, Renewals & Growth

Dealpath; New York (NY); Hybrid; USD 110,000 - 115,000; 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

Job summary

Dealpath is seeking a self-motivated Customer Success Manager in New York City or San Francisco. You will own a book of 30-40 enterprise accounts and serve as the primary relationship holder for investment teams and C-suite stakeholders.

You will drive adoption, lead QBRs/EBRs, and manage renewals end-to-end while identifying growth opportunities and voicing customer needs to product, engineering, and sales. A strong track record with data-driven reviews and Excel proficiency is required.

Qualifications

• 1.5+ years as a CSM at a B2B SaaS company with direct account ownership.
• Proven renewal and upsell experience end-to-end.
• Experience with enterprise accounts and executive-level stakeholders.
• Experience leading QBRs/EBRs with data-driven reviews.
• Clear, polished communicator credibly engaging CIOs and heads of acquisitions.
• Proficient in Excel/Google Sheets and data analysis.
• Curiosity about AI and how it applies to customer success.
• Bachelor's degree or equivalent experience.

Responsibilities

• Own 30-40 enterprise accounts and act as primary relationship owner for exec teams.
• Drive adoption and demonstrate value for customers.
• Lead QBRs/EBRs to align customers and support renewals.
• Lead renewals end-to-end and build the business case well before contract expiry.
• Identify upsell opportunities grounded in each customer's investment strategy.
• Be the internal voice for customers to product, engineering, and sales.
• Develop CRE expertise and tailor Dealpath configurations to customer workflows.
• Stay aligned with AI roadmap and customer interest in AI capabilities.

Skills

Account ownership

Communication

Renewal/Upsell

QBR/EBR facilitation

Executive stakeholder mgmt

Excel/Sheets

AI curiosity

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Job description

Dealpath is seeking a self-motivated Customer Success Manager in New York City or San Francisco. You will own a book of 30-40 enterprise accounts and serve as the primary relationship holder for investment teams and C-suite stakeholders.

You will drive adoption, lead QBRs/EBRs, and manage renewals end-to-end while identifying growth opportunities and voicing customer needs to product, engineering, and sales. A strong track record with data-driven reviews and Excel proficiency is required.