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DealHub is a leading provider of sales engagement and revenue optimization solutions, empowering businesses to streamline their sales processes and drive growth. As a company that advocates a customer-first approach, we're known for our professional Success team and are hiring a Customer Success Manager who will ensure that DealHub’s full functionality and offerings are being leveraged, maximizing the value of each customer’s subscription. As an Enterprise Customer Success Manager, you will serve as the trusted point of contact for our customers and lead our customers step by step during the onboarding and ongoing process. Your main goal is to build strong relationships with customers, while making sure they are satisfied with the product, maintaining high retention, and maximizing expansion opportunities. You will be responsible for leading and doing the implementation process, at a hands-on level, leading training sessions, and making sure the customer is satisfied with the solution and process. Your day-to-day will include:
* Managing a portfolio of customers in different stages of their journey.
* Leading customer meetings on a daily basis, training sessions, QBRs, follow-ups, and more.
* Understanding customers' business objectives and proactively identifying opportunities to drive value and ROI.
* Serving as a trusted advisor to customers, offering guidance and best practices to optimize their usage and adoption of the platform.
* Collaborating with cross-functional teams, including Sales, Product, and Support, to advocate for customer needs and ensure a seamless customer experience.
* Conduct regular business reviews with customers and proactively identify and address any issues or concerns to ensure customer satisfaction and retention.
* Identifying upsell and expansion opportunities within existing accounts, working closely with the Sales team.

Required Customer Success Manager
Description
Were a fast-growing FinTech and PropTech company on a mission to revolutionize how real estate investment firms and their investors manage capital, streamline operations, and communicate. Our Investment Management platform helps firms raise and retain more capital, improve investor satisfaction, and simplify complex processes. We do this by automating back-office operations, enabling seamless investor communication, and equipping teams with advanced tools to elevate their real estate marketing efforts.
As a Customer Success Manager, you will be the trusted partner for our clients, guiding them throughout their journey and ensuring they get maximum value from our platform. Youll work closely with cross-functional teams to support adoption, drive retention, and build long-term relationships that lead to mutual success.
Your key responsibilities will include:
Be the main point of contact for your clients, always there to help and train them on new features
Own and manage new client onboarding - understanding their business goals and teaching them how to use and get value from our platform
Build, execute, and manage ongoing success and engagement plans tailored to each client
Represent the voice of the customer and advocate for client needs internally, influencing the product roadmap
Lead internal cross-functional improvement projects to enhance the client experience, boost product adoption and client retention
Create new revenue opportunities for the company by upselling additional products to existing clients.

We are looking for a Engagement Manager.
As an Engagement Manager, you will report to the Director of Engagement Management on the Professional Services team.
Your main goals are to work with the sales team to position services value, introduce implementation best practices, and support closing the license sale while setting up the customer for success. Your performance will depend on your ability to operate in a pre-sales environment, excel in setting expectations with customers for a comprehensive and sound delivery plan. You must demonstrate prescriptive solution design and display project delivery credibility while presenting comprehensive implementation proposals for customers and prospects
RESPONSIBILITIES:
During the course of a project, be the primary customer interface and perform project management activities that ensure adherence to our methodology.
Establish and maintain trusted advisor relationships with client project stakeholders by providing vision and digital transformation leadership Create and manage project plans; monitor and review project progress and timelines; adjust schedules and plans as needed; and identify and resolve issues to ensure project success.
Work with our Sales team to develop Statements of Work, and then deliver the implementation against the contracted timelines and Ensure on time and on budget delivery of projects while also ensuring that project gates and governance are properly adhered to during the execution of the project.
Have difficult conversations regarding project issues, risk management, budget, and timeline and formally capture and communicate outcomes of those meetings.
Manage customer escalations and coordinate cross-functional teams to resolve critical customer issues, owning the communication back to the customer.
Track utilization of project resources and manage this against the resource allocation and budget. This includes on time entry and approvals for project timesheets. Assist with the planning, tracking, documentation and status updates for the project.
Able to manage one or two large projects or a couple of small to medium sized interrelated projects requiring complex cross-functional collaboration and management at the program level.