Customer Success Analyst
Core
Build customer configurations and support institutional real estate firms using Dealpath's AI-powered platform to enable faster deal execution.
Role type
Junior Customer Success Analyst (IC)
Builds
Customer configurations, automation workflows, and platform features for institutional real estate firms
Domain
Commercial real estate investing + SaaS
Deliverable
production ML models
Required skills
Configuration building, product mindset, problem-solving, data analysis, Excel/Google Sheets proficiency
Preferred skills
SQL, Zendesk, Asana, Salesforce, Jira, AI tools (Claude/ChatGPT), commercial real estate knowledge
Technologies
Dealpath platform, Asana, SQL, Excel, Google Sheets, Zendesk, Salesforce, Jira, Claude, ChatGPT
Responsibilities
Build customer configurations from start to finish, support platform questions and requests, collaborate with Product/Engineering to identify automation opportunities, present solutions to senior leaders
Seniority
Entry-level (0-2 years experience)