---
title: 'Customer Success Manager, Enterprise at Dealpath'
canonical: 'https://feeny.ai/job/customer-success-manager-enterprise-dealpath-new-york-4wtqe4y9m0br'
type: 'job'
last_seen: '2026-10-13'
---

# Customer Success Manager, Enterprise at Dealpath

- **Company:** Dealpath
- **Location:** New York, NY
- **Posted:** 2026-10-12
- **Last confirmed live:** 2026-10-13
- **Apply:** https://www.dealpath.com/job-post/?gh_jid=8275252

## Job description

Dealpath is looking for a self-motivated Customer Success Manager to join our growing team in New York City or San Francisco!

As a Senior CSM at Dealpath, you'll own a portfolio of enterprise and strategic accounts, typically 30 to 40, for firms like Blackstone, MetLife, and Nuveen. Your customers are investment professionals and executive stakeholders who rely on Dealpath to run how they deploy capital. You'll take on the most complex accounts, mentor other CSMs, and help shape how the team operates.

You're excited about this opportunity because you’ll:

- Manage a book of business: 30-40 enterprise accounts as the primary relationship holder for investment teams and C-suite stakeholders.
- Drive adoption and value: Define success criteria early and make sure every customer can articulate what Dealpath is doing for their business.
- Lead QBRs and EBRs: Data-driven business reviews that keep customers aligned and build the case for renewal.
- Lead renewals end to end: Build the case well before the contract date, not at the finish line.
- Identify and grow upsell opportunities: Grounded in a deep understanding of each customer's investment strategy.
- Be the voice of your customers internally: Synthesize feedback to product, engineering, and sales.
- Develop genuine CRE expertise: Advise customers on configuring Dealpath to their workflows and become a trusted subject matter expert.
- Stay close to our AI roadmap: Our customers are actively asking about AI and our CSMs are on the front lines of how it lands.

Qualifications:

- 1.5+ years as a CSM or Client Success Manager at a B2B SaaS company, direct account ownership, not a team management role
- Proven renewal and upsell experience, end to end, not supporting someone else's process
- Enterprise account experience, multi-year contracts and executive-level stakeholders
- QBR/EBR experience, comfortable leading data-driven business reviews
- Clear, polished communicator, skilled at building credibility with C-suite stakeholders including CIOs and Heads of Acquisitions
- Excel/Google Sheets proficiency, you'll use it regularly
- Curiosity about AI
- Bachelor's degree or equivalent experience

Nice to Have:

- Experience in CRE tech, proptech, or adjacent financial technology (alternative investment platforms, private capital software)
- Background supporting a complex, configurable SaaS product requiring deep domain expertise
- Familiarity with the CRE acquisition process
- Salesforce experience

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, 3 days in office (Tues/Wed/Thur).
- The estimated pay range for New York City, New York candidates is $110,000-$115,000 + equity. Eligible for variable incentive compensation with a target incentive equal to 20% of OTE. OTE range: $137,500-$150,000.
- 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.
- Interviews may include AI-assisted note-taking tools in accordance with applicable privacy requirements.

About Dealpath:

Dealpath is the world’s largest and most trusted AI-powered operating system for real estate investing. To date, the platform has powered more than $10 trillion in transactions, partnering with hundreds of firms, including leading global institutions such as Blackstone, Nuveen, LaSalle, CBRE IM, MetLife, Newmark, New York Life, UBS, Manulife, DWS, and Principal.

By bringing together the only private exchange for institutional real estate listings, investment data, and intelligent execution workflows into a single platform, Dealpath enables firms to capture more opportunities, make faster decisions, execute efficiently, and deliver superior returns.

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.

## About Dealpath

## Company Overview
- **One-liner**: Dealpath provides the leading AI-powered operating system for real estate investment management, powering over $10 trillion in transactions for institutional investors.
- **Entity Type**: Private (Series C, raised $67.1M total)
- **Headquarters**: San Francisco, California, USA (dual HQ with New York City)
- **Founded**: 2014
- **Founders**: Mike Sroka (CEO, Co-Founder), Daniel Koches (CTO, Co-Founder), Gary Kao (VP Engineering, Co-Founder), Andy Lee (Co-Founder & VP of Engineering)

## Core Business
- Primary industry/industries: Commercial Real Estate (CRE) Investment Management, Proptech, SaaS
- Target customers: B2B – Enterprise institutional investors (e.g., Blackstone, Nuveen, LaSalle, CBRE IM, MetLife) and mid-market/regional real estate firms
- Mission or purpose statement: “Drive real estate investment performance by uniting people, data, and decision-making in the premier digital platform.”

## Products & Services
- **Dealpath Platform**: A cloud-based deal management and investment operating system that provides real-time visibility for acquisitions, dispositions, development, and financing. Covers the full investment lifecycle from sourcing to portfolio management. (SaaS, AI-powered)
- **Dealpath Data Ingestion**: Automated ingestion and normalization of deal data to streamline workflows.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Annual Revenue ~$23M (as of latest data); Total Funding $67.1M (latest round: $43M Series C in Sep 2022)
- **Notable Investors/Partners**: Morgan Stanley Expansion Capital (lead, Series C), Blackstone, 8VC, JLL Spark, Nasdaq Ventures, GreenSoil Proptech Ventures
- **Growth Signals**: 96 employees (+20.9% YoY); added 15 active job postings; expanded offices to Austin, TX and Toronto; recognized as a 2023 Best Place to Work (Built In); “Hundreds of institutional investors” as clients

## Competitive Advantages
- Category creator in CRE deal management software; enterprise-ready solution with no direct equivalent.
- Deep integration with leading real estate firms – trusted by top global institutions processing $10T+ in transactions.
- Strong data network effects: ingests private exchange listings, market intelligence, and execution workflows.
- Backed by strategic investors (Blackstone, JLL, Morgan Stanley) providing credibility and distribution.

## Strategic Focus
- Continuing to scale the platform with AI capabilities (e.g., Senior Product Manager, AI role posted).
- Global expansion (offices in San Francisco, New York, Austin, Toronto).
- Serving both top-tier global institutions and mid-market firms to broaden market share.
- Enhancing data ingestion and decision intelligence to further automate investment workflows.

## Why Work Here
- Culture: Rated 4.6/5 on employer reviews (60 reviews) with strong scores in Career (4.5) and Culture (4.4). Described as “winning culture” with smart, collaborative teams.
- Hybrid work model: 3 days in-office per week (San Francisco, NYC, Austin, Toronto). Believes in-person collaboration strengthens culture.
- Perks: Competitive equity, 401(K), generous parental leave, health/dental/vision insurance, life/disability insurance, FSA, commuter benefits, free snacks/drinks.
- Engineering culture: Modern tech stack (React, Python, Ruby on Rails, Node.js, PostgreSQL, Kubernetes, Google Cloud, ML tools like PyTorch/TensorFlow). Focus on innovation and product-led growth.
- Growth opportunities: Customized development tracks, promotion policies, and a fast-growing company (20.9% headcount growth YoY).

## Sources
1. [dealpath.com](https://www.dealpath.com/company/)
2. [dealpath.com](https://www.dealpath.com/careers/)
3. [linkedin.com](https://www.linkedin.com/company/dealpath)
4. [builtin.com](https://builtin.com/company/dealpath)

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