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
Real estate's most trusted deal management platform empowering smart investment decisions. It was founded in 2014, and is headquartered in San Francisco, California, USA, with a workforce of 51-200 employees. Its website is https://www.dealpath.com/.
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