Investment Platform Specialist

5 days ago


San Francisco, California, United States Dealpath Full time
About the Company

Dealpath is the world's largest and most trusted real estate investment management platform. We have powered over $10 trillion in transactions in partnership with hundreds of firms, from leading global institutions to lean mid-market and regional organizations.

Our company is led by an experienced team and backed by a combination of top-tier venture capital firms and strategic industry partners. We value your voice and would love to meet someone excited about solving real business challenges and working closely with other smart folks in a winning culture.

About the Role

We are seeking a highly skilled Investment Platform Specialist to join our team in San Francisco. As a key member of our Customer Success team, you will play a vital role in ensuring our customers achieve their goals by utilizing Dealpath to its full potential.

The ideal candidate will have excellent problem-solving skills, be able to effectively communicate with technical and non-technical colleagues, and have a passion for delivering exceptional customer experiences. In this role, you will develop deep product expertise, collaborate with cross-functional teams, and identify areas where we can better serve our customer base through automation or added features.

Salary: $65,000 - $70,000 per year, plus up to $5,000 bonus.

About the Job Description

This is a unique opportunity to work with a world-leading real estate investment management platform. Our team is dedicated to providing exceptional customer service and support, and we are looking for someone who shares our vision and values.

  • Taking charge of common platform questions and issues for customers from start to finish.
  • Responding to inquiries in a timely manner to help our customers optimize Dealpath to meet their platform utilization and investment goals.
  • Developing deep product expertise, becoming a go-to resource for both customers and teammates.
  • Collaborating with cross-functional teams to identify areas where we can better serve our customer base through automation or added features.

Required Qualifications:

  • Bachelor's degree or higher.
  • Strong written and verbal communication skills, with comfort presenting to senior executives.
  • Able to manage ambiguity and apply problem-solving skills.
  • High attention to detail and accuracy.
  • Strong knowledge and proficiency in Excel / Google Sheets.

Benefits:

  • 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.


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