Customer Success Manager at Windfall

San Francisco, California, United States

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Data & Analytics, Enterprise SoftwareIndustries

Skills

Key technologies and capabilities for this role

Customer SuccessRelationship ManagementOnboardingProduct AdoptionData AnalysisSalesCommunicationProcess ImprovementARR Management

Questions & Answers

Common questions about this position

What experience is required for the Customer Success Manager role?

Candidates need at least 3 years of experience in analytical, customer-facing roles such as consulting, customer success, growth strategy, or marketing, plus familiarity with digital marketing and performance measurement, experience with CRMs like Salesforce and HubSpot, and a track record of building relationships with executives.

What are Windfall's core values?

Windfall's core values are: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Make a difference every day; and (5) Act with integrity and trust.

Is the salary specified for this position?

This information is not specified in the job description.

What is the location or work arrangement for this role?

This information is not specified in the job description.

What makes a strong candidate for this Customer Success Manager position?

A strong candidate has a Bachelor’s degree, 3+ years in analytical customer-facing roles, CRM experience (especially Salesforce/HubSpot), startup B2B SaaS background, and passion for learning.

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