Real Estate Technology, FinTech, Software as a Service

Director of Customer Success

San Francisco, CAHybridFull TimeDirector$164,000–$176,000 /yrPosted 1 month agoVisa sponsorship available

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Required skills

Director of Customer Success
enterprise accounts
strategic accounts
retention
expansion
adoption
customer satisfaction
Customer Success Managers
people management
performance management

Nice to have

commercial real estate
fintech
enterprise workflow platforms
Gainsight
Totango
Salesforce

Role summary

Dealpath is seeking a Director of Customer Success to lead and scale its Customer Success organization, focusing on retention, expansion, adoption, and satisfaction for enterprise and strategic accounts. The role involves managing and developing Customer Success leaders and Managers, establishing scalable processes, and collaborating with Sales, Implementation, and Product teams to ensure customers achieve measurable value. The ideal candidate will blend strategic thinking with hands-on execution, building playbooks, metrics, and team structures for growth. Key responsibilities include leading and coaching the team, owning retention and growth metrics, driving renewal strategies, defining the customer lifecycle, building operational rigor through metrics and processes, and advocating for the customer internally. A Bachelor's degree and 8+ years in customer-facing B2B SaaS roles, with at least 3 years of people management experience, are required. Experience in commercial real estate, fintech, or enterprise workflow platforms, along with familiarity with Salesforce and CS tools, is a plus.

Dealpath is hiring a Director of Customer Success to lead and scale a high-performing Customer Success organization responsible for retention, expansion, adoption, and customer satisfaction across a portfolio of enterprise and strategic accounts.

In this role, you’ll manage and develop a team of Customer Success leaders and Customer Success Managers, establish operating rhythms and scalable processes, and partner cross-functionally with Sales, Implementation, and Product to ensure customers realize measurable value from Dealpath. You’ll bring a mix of strategic thinking and hands-on execution—building the playbooks, metrics, and team structure required to scale.

What You’ll Do

Lead, coach, and develop a team of Customer Success Managers and the managers who lead them, including hiring, setting clear goals, running regular 1:1s, and managing performance. Build strong frontline leaders who can grow and coach their own teams to create a high performing organization.

Own performance against key metrics including Gross Revenue Retention (GRR), Net Revenue Retention (NRR), renewals, expansion pipeline, adoption, and customer health.

Drive enterprise renewal strategy and execution; ensure strong account planning, stakeholder mapping, and multi-threading across customer organizations.

Identify risk early and lead executive-level escalation management to protect renewals and customer trust.

Deliver customer value and adoption

Define and operationalize the customer lifecycle: onboarding handoff, adoption milestones, value realization, and ongoing success planning.

Partner with customers to build success plans tied to business outcomes, usage goals, and measurable ROI.

Ensure high-quality enablement and training experiences (virtual and in-person) that drive adoption across complex customer teams.

Build scalable processes, and metrics

Build and refine customer health scoring, reporting, and dashboards to create visibility and accountability across the organization.

Standardize processes for renewals, expansion identification, playbook execution, and executive communications.

Improve cross-functional workflows and SLAs across Implementation, Product, and Sales.

Cross-functional leadership and customer advocacy

Partner with Sales leadership on expansion strategy, process alignment, and smooth account transitions.

Partner with Product and Engineering to surface customer feedback, influence roadmap priorities, and reduce recurring friction points.

Represent the voice of the customer internally and ensure issues are prioritized appropriately.

What We’re Looking For

Bachelor’s degree or equivalent practical experience.

8+ years of experience in Customer Success, Account Management, Consulting, or similar customer-facing roles in B2B SaaS (enterprise experience strongly preferred).

3+ years of people management experience, including hiring, coaching, and performance management (experience managing managers is a plus).

Proven track record owning retention and growth outcomes (renewals, expansions, GRR/NRR) across complex, multi-stakeholder accounts.

Strong executive presence and communication skills; ability to lead QBRs, renewal conversations, and escalations with senior stakeholders.

Operational rigor: ability to build repeatable processes, define success metrics, and drive accountability through data and cadence.

Comfort partnering cross-functionally with Sales, Product, Implementation, and Support to drive outcomes end-to-end.

Nice to Have

Experience in commercial real estate, fintech, or enterprise workflow platforms.

Familiarity with Salesforce (and CS tools like Gainsight/Totango or similar).

Experience building customer health models, segmentation frameworks, and scalable CS playbooks.

Experience supporting complex onboarding and change management programs.

The Perks & Culture:

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.

The estimated base pay range for California candidates is $164k - $176k + $50-$55K variable. This position is also eligible for Dealpath's variable compensation & equity plan.

Your compensation will be based upon several factors including your experience, qualifications, education, location, and the skills assessed in Dealpath's interview process. 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:

Our mission is to empower real estate investment and capital markets with data and collaboration through purpose-built software. We believe that real estate is driven by people with information to shape the built world.

Today, Dealpath is the industry’s leading cloud-based deal management platform and expanding rapidly. Recent highlights include: surpassing $10 Trillion of transactions supported on the platform with leading firms like Blackstone, AEW, Oxford, Nuveen, Bridge Investment Group, etc., recognized as the “Top Technology” at Global PropTech Awards, and expanding offices and teams in San Francisco and New York City. We’re engineering an industry-defining company to power the largest asset class in the world into the future.

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!

Interview Process Notice

Dealpath conducts interviews via video conference. To support our interviewers with accurate note-taking, we may use AI-assisted transcription tools during your interview sessions. By participating in the interview process, you acknowledge that interviews may be recorded or transcribed using these tools for note-taking purposes only. Transcripts are used solely for internal evaluation and are not shared outside of the hiring team.

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