Dealpath is looking for a self-motivated Customer Success Specialist to join our growing team in San Francisco!
If you’re interested in starting a career in Customer Success, Dealpath encourages you to apply. As our Customer Success Specialist you will play a vital role in ensuring our customers adopt and utilize Dealpath to its utmost capabilities.
The Customer Success team is supportive and values collaboration, which means they’ll be with you to support your career growth journey. In this role, you’ll gain the experience needed to advance into roles like Customer Success Manager or Implementation Manager, paving the way for a fulfilling career here at Dealpath.
What you’ll do:
- Take charge of common platform questions and issues for customers from start to finish - while working in a dynamic and fast-paced environment
- Respond to inquiries in a timely manner to help our customers optimize Dealpath to meet their platform utilization and investment goals
- Develop deep product expertise, becoming a go-to resource for both customers and teammates.
- Collaborate with cross-functional teams to identify areas where we can better serve our customer base through automation or added features
You are:
- A proactive problem solver who feels excited about contributing new ideas towards achieving operational excellence in a fast paced environment.
- Product-focused; you enjoy and feel challenged mastering new software
- Able to effectively partner, collaborate, and communicate with technical and non-technical colleagues
- Always thinking of new ways to effectively serve customers and improve the Customer Success team’s internal processes
- Resourceful and not afraid to try out-of-the-box approaches to resolve complex issues
Required Qualifications:
- Bachelor’s degree or higher
- Strong written and verbal communication skills, with comfort presenting to senior executives.
- 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
Nice to haves:
- Familiarity with Zendesk, Asana, Salesforce, Jira, and SQL
- Strong interest in a long-term career in Customer Success
- Prior internship experience supporting Customer Success or Go-to-Market teams
The Perks & Culture:
- Medical, dental, & vision insurance coverage
- Flexible Spending Account
- Paid Parental Leave
- 401(k)
- Company sponsored commuter benefits
- Hybrid work policy 3 days in office
- Monthly wellness reimbursement
Additional Details:
- This is a non-exempt role with a $65,000 - $70,000 annual pay and up to $5,000 bonus. Your compensation will be based upon several factors including your experience, qualifications, education, location, and the skills assessed in Dealpath's interview process.
- This position is also eligible for Dealpath's equity plan and variable compensation.
- Your actual compensation will be confirmed in writing at the time of offer.
- Dealpath's compensation ranges are determined by current market data, so compensation data posted on our job posts may change as new market data becomes available.
About Dealpath:
Dealpath is the world’s largest and most trusted real estate investment management platform. To date, Dealpath has powered over $10 trillion in transactions in partnership with hundreds of firms, from leading global institutions including Blackstone, Nuveen, LaSalle, CBRE IM, and MetLife to lean mid-market and regional organizations. Dealpath drives investment performance by uniting data, insights, and execution in a platform purpose-built for real estate, giving firms the tools they need to operate with speed and precision and unlock opportunity in a dynamic and competitive landscape where information reigns supreme.
Our company is led by an experienced team and backed by a combination of top tier venture capital firms and strategic industry partners including: Blackstone, Nasdaq, 8VC, JLL Spark, WTI, GreenSoil Investments, LeFrak, Milstein, Bechtel, and Morgan Stanley Expansion Capital.
We value your voice! If you get excited about solving real business challenges and working closely with other smart folks in a winning culture - we’d love to meet you!
Top Skills
What We Do
Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. As the real estate deal management software category creator, Dealpath offers the only enterprise-ready solution available in the market today.
Founded in 2014, Dealpath has supported over $10 trillion in transactions with leading institutions across the world, including Blackstone, Nuveen, AEW, Oxford Properties, Principal Real Estate & Bridge Investment Group. Following rapid global expansion, Dealpath recently closed a $43M series C funding round led by Morgan Stanley Expansion Capital, with participation from notable existing investors including Blackstone, 8VC, JLL, Nasdaq Ventures and GreenSoil Proptech Ventures. Dealpath is dual-headquartered in San Francisco and New York, with additional offices in Toronto and Austin.
Why Work With Us
We are a highly transparent, people-first organization that strives to ensure employees at all levels can make their ideas heard and benefit from collaborative learning opportunities. As a category creator with a blue ocean opportunity and a perfect product market fit, Dealpath takes a “promote-from-within” approach to fostering career development.
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