Customer Success Manager, Enterprise

<p><span style="font-size: 12pt;"><strong>Dealpath is looking for a self-motivated Customer Success Manager to join our growing team in New York City or San Francisco!</strong></span></p> <p>As a Senior CSM at Dealpath, you'll own a portfolio of enterprise and strategic accounts, typically 30 to 40, for firms like Blackstone, MetLife, and Nuveen. Your customers are investment professionals and executive stakeholders who rely on Dealpath to run how they deploy capital. You'll take on the most complex accounts, mentor other CSMs, and help shape how the team operates.</p> <h3><span style="font-size: 12pt;"><strong>You're excited about this opportunity because you’ll:</strong></span></h3> <ul> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="12:1-12:141;695-835"><strong>Manage a book of business:</strong> 30-40 enterprise accounts as the primary relationship holder for investment teams and C-suite stakeholders.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="13:1-13:149;836-984"><strong>Drive adoption and value:</strong> Define success criteria early and make sure every customer can articulate what Dealpath is doing for their business.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="14:1-14:115;985-1099"><strong>Lead QBRs and EBRs:</strong> Data-driven business reviews that keep customers aligned and build the case for renewal.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="15:1-15:102;1100-1201"><strong>Lead renewals end to end:</strong> Build the case well before the contract date, not at the finish line.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="16:1-16:119;1202-1320"><strong>Identify and grow upsell opportunities:</strong> Grounded in a deep understanding of each customer's investment strategy.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="17:1-17:105;1321-1425"><strong>Be the voice of your customers internally:</strong> Synthesize feedback to product, engineering, and sales.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos="18:1-18:141;1426-1566"><strong>Develop genuine CRE expertise:</strong> Advise customers on configuring Dealpath to their workflows and become a trusted subject matter expert.</li> <li class="font-claude-response-body whitespace-normal break-words pl-2" data-sourcepos=&qu