CareerPlan

Senior Customer Success Manager, Enterprise

New York CityFull-time$115k2026-10-12 → 2026-11-11
Hybrid

Core

Own a portfolio of 30-40 enterprise and strategic accounts for investment professionals, managing complex relationships and driving adoption of Dealpath's capital deployment platform.

Role type

Senior Customer Success Manager (Enterprise)

Builds

Customer adoption programs, strategic reviews, and renewal cases for enterprise accounts.

Domain

Commercial Real Estate / Private Equity / Financial Technology

Deliverable

client delivery

Required skills

Account management, AI fluency, executive presentation, ambiguity management, Excel/Google Sheets proficiency, domain knowledge in CRE/asset management

Preferred skills

CRE tech/proptech experience, complex configurable SaaS background, CRE acquisition process familiarity

Responsibilities

Manage enterprise account portfolio, design post-implementation adoption programs, lead business reviews and training, drive renewals end-to-end, identify upsell opportunities, field first-line support, partner cross-functionally, shape team processes

Seniority

Senior, hands-on IC with mentorship responsibilities