Customer Success Manager
Dealpath is a leading cloud-based deal management platform seeking a self-motivated Customer Success Manager to join their growing team. The role involves ensuring customer adoption and utilization of Dealpath, training and onboarding customers, and collaborating cross-functionally to enhance customer success.
Responsibilities
- Interact with customers to learn how their business works, define success criteria, and build out a customer journey to help them reach their business goals
- Train, onboard, and support our customers in their usage of Dealpath in an effort to ensure adoption
- Produce and deliver web-based and in-person training seminars for customers
- Field phone and email based support inquiries from customers
- Assist with the creation of self-service documentation and video-based training materials
- Work cross-functionally with Dealpath’s Sales, Marketing, and Product teams to relay customer use cases, develop success assets, and resolve product escalations
- Ensure the retention, growth, and satisfaction of a portfolio of customer accounts
- Help the Customer Success team build out process and success metrics to accelerate the scaling of this function
Skills
- Bachelor's degree or higher
- 1-5 years of customer success and/or account management
- 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 working for an enterprise SaaS company
- Experience servicing commercial real estate firms
- Interest in commercial real estate
- Familiarity with SQL and Salesforce
Benefits
- 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).
- This position is also eligible for Dealpath's equity plan.
Company Overview