Senior Enterprise CSM - Real Estate Tech & AI

Dealpath; San Francisco (CA); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental & vision

HSA & FSA

401(k) retirement plan

Parental leave

Flexible time off

Commuter benefits

Wellness reimbursement

Hybrid work policy

Job summary

Dealpath in San Francisco or New York City is seeking a self-motivated Senior Customer Success Manager to own a portfolio of enterprise accounts and drive value for investment teams and executives.

You will lead data-driven reviews, manage renewals end to end, and uncover upsell opportunities while mentoring peers and shaping how the team operates. A strong focus on AI is welcomed as part of Dealpath's roadmap.

Qualifications

• 1.5+ years as a CSM or Client Success Manager at a B2B SaaS company with direct account ownership.
• Proven renewal and upsell experience end to end.
• Enterprise account experience with multi-year contracts and exec stakeholders.
• QBR/EBR experience leading data-driven reviews.
• Clear, polished communicator with C-suite credibility.
• Excel or Google Sheets proficiency.
• Curiosity about AI and its business impact.
• Bachelor's degree or equivalent experience.

Responsibilities

• Manage a book of 30-40 enterprise accounts as the primary relationship holder.
• Define success criteria and drive adoption and value for customers.
• Lead QBRs and EBRs to align customers and justify renewals.
• Lead renewals end to end, building a renewal case well before contract date.
• Identify and grow upsell opportunities grounded in investment strategies.
• Be the voice of customers internally to product, engineering, and sales.
• Develop CRE domain expertise and advise customers on configuring Dealpath.
• Stay close to our AI roadmap and respond to customer inquiries about AI.

Skills

CSM experience

Renewals

Upsell

Enterprise accounts

QBR/EBR

Executive communication

Excel/Sheets

AI curiosity

Education

Bachelor's degree

Tools

Salesforce

Job description

Dealpath in San Francisco or New York City is seeking a self-motivated Senior Customer Success Manager to own a portfolio of enterprise accounts and drive value for investment teams and executives.

You will lead data-driven reviews, manage renewals end to end, and uncover upsell opportunities while mentoring peers and shaping how the team operates. A strong focus on AI is welcomed as part of Dealpath's roadmap.