Customer Solutions Engineer
Windfall
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- Pay
- $110K to $168K
- a year
- Location
- San Francisco, United States
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 6
- 14 days ago
Career path
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About the company
Windfall
Computer software · 51 to 200 employees
We’re on a mission to change how organizations perceive and use people data. And we hold true to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Win When Our Customers Win; and (5) Act with integrity and trust.
What you'll do
- Own the end-to-end customer experience, with a focus on onboarding, implementation, and adoption, as well as best practices and growth
- Partner closely with customers to configure and integrate Windfall, troubleshooting technical and data issues with creativity and ownership
- Lead customers through their adoption journey as they move past first value, teaching them how to broaden their usage across enhanced analytics and broader marketing initiatives
- Proactively monitor account health, running interventions or saves when customers get stalled or are at risk of churn
- Identify new opportunities within the customer base to add to their product package or expand their usage
- Proactively manage relationships within customer teams, including multi-threading across departments and levels, and adapting to changes like new team hires and departures
- Act as the subject-matter expert on Windfall's product, helping customers implement best practices for data integration, segmentation, and ongoing monitoring of results so they get full value from the platform
- Actively manage Annual Recurring Revenue (ARR) through active retention and identification of upsell opportunities
- Develop and implement efficient processes to enhance customer engagement and satisfaction
- Contribute to strategic projects and the Customer Solutions roadmap to drive continuous improvement
- Partner with other Windfall departments on internal enablement, webinars, and internal or customer-facing documentation
- Lead efforts to validate and enhance the effectiveness of Windfall's offerings
What you need
- Bachelor’s degree
- 3+ years in customer-facing roles in B2B SaaS, data, or consulting, with retention or expansion accountability
- Working fluency with CRM data, matching, segmentation, and reporting; able to translate customer goals into configuration requirements. SQL is a plus, not a requirement.
- Established track record of building relationships and presenting to Directors, VPs, and C-level executives
- Passion for learning
- Experience with CRMs with a preference towards Salesforce and HubSpot
- Prior startup experience, particularly in B2B SaaS or data companies
- Comfort teaching customers in-product; strong deck skills are useful but decks are not the default customer experience
- Intermediate Excel skills
- Familiarity with digital marketing and performance measurement
Key skills
excellent communicator
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See full description on company page, apply now
Read the full posting here
As a Customer Success Manager, you will be a strategic advisor for our product offering to customers, ensuring their success and maximizing their value from Windfall's solutions. You will take ownership of a book of business and guide them through the entire lifecycle – from onboarding to expansion. Your role will also be instrumental in driving Windfall's growth by implementing scalable processes.
We’re on a mission to change how organizations perceive and use people data. And we hold true to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Win When Our Customers Win; and (5) Act with integrity and trust.