--- title: 'Director of Customer Success at Dealpath' canonical: 'https://feeny.ai/job/director-of-customer-success-dealpath-san-francisco-fa563hhdqg5d' type: 'job' last_seen: '2026-10-13' --- # Director of Customer Success at Dealpath - **Company:** Dealpath - **Location:** San Francisco, CA - **Posted:** 2026-10-05 - **Last confirmed live:** 2026-10-13 - **Apply:** https://www.dealpath.com/job-post/?gh_jid=8257779 ## 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. ## 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. 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