Windfall

Customer Success Manager

San Francisco, California, United States

Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Data & Analytics, Enterprise SoftwareIndustries

Requirements

Candidates should possess a Bachelor’s degree and at least 3 years of experience in analytical, customer-facing roles such as consulting, customer success, growth strategy, or marketing, along with familiarity with digital marketing and performance measurement, experience with CRMs like Salesforce and HubSpot, and an established track record of building relationships and presenting to Directors, VPs, and C-level executives.

Responsibilities

The Customer Success Manager will own end-to-end customer experience, including onboarding, product adoption and usage, implementation of best practices, and growth; identify new opportunities within the customer base, including potential for increased sales, enhanced analytics, and broader marketing initiatives; proactively manage relationships within customer teams, adapting to changes like new team hires and departures; actively track, manage, and promote best practices regarding platform and data usage; develop internal playbooks and customer-facing content, including best practices and thought leadership pieces; develop and implement efficient processes to enhance customer engagement and satisfaction; actively manage Annual Recurring Revenue (ARR) through active retention and identification of upsell opportunities; contribute to strategic projects and the Customer Success roadmap; partner with other Windfall departments on internal enablement, webinars, and internal or customer-facing documentation; and lead efforts to validate and enhance the effectiveness of Windfall’s offerings.

Skills

Customer Success
Relationship Management
Onboarding
Product Adoption
Data Analysis
Sales
Communication
Process Improvement
ARR Management

Windfall

Provides people insights for customer engagement

About Windfall

Windfall provides insights that help organizations identify and engage potential customers across various industries, including retail, travel, finance, education, healthcare, and nonprofits. Its platform uses a wide range of data attributes and intent signals to help businesses understand key customer segments and uncover opportunities for targeted outreach. Clients can access the platform through a subscription model, which includes tools for measuring the effectiveness of their marketing campaigns. Windfall differentiates itself by offering tailored solutions for different roles within organizations, ensuring that clients can maximize their marketing efforts and drive revenue growth. The goal of Windfall is to help businesses achieve quick results and significant growth by providing accurate and meaningful insights.

Carlisle, MassachusettsHeadquarters
2016Year Founded
$30.3MTotal Funding
SERIES_ACompany Stage
Data & Analytics, Enterprise SoftwareIndustries
51-200Employees

Benefits

Medical, dental, and vision
Retirement benefits
Commuter benefits
Long-term disability and life
Paid time off
Paid sick and volunteer days
Paid parental leave
Floating holidays
Stock options
Fully-stocked kitchen
Pet-friendly office
Remote-enabled

Risks

Emerging data analytics startups pose a threat to Windfall's market share.
Privacy concerns and regulatory scrutiny may impact Windfall's data collection practices.
Economic downturns could lead to reduced client spending on data analytics services.

Differentiation

Windfall offers weekly refreshed consumer financial data for precise customer insights.
The platform integrates with major systems like Microsoft Dynamics and Shopify for seamless workflows.
Windfall's solutions are tailored for diverse industries, enhancing targeted advertising and engagement.

Upsides

Growing demand for data-driven marketing boosts Windfall's market potential.
Increased interest in wealth intelligence aids Windfall's expansion in nonprofit sectors.
Rising CRM integrations enhance Windfall's value in personalized marketing efforts.

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