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) Make a difference every day; and (5) Act with integrity and trust.
Responsibilities:
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 initiativesProactively manage relationships within customer teams, including multi-threading across departments and levels and adapting to changes like new team hires and departuresActively track, manage, and promote best practices regarding platform and data usage, including log-ins and data utilizationDevelop internal playbooks and customer-facing content, including best practices and thought leadership piecesDevelop and implement efficient processes to enhance customer engagement and satisfactionActively manage Annual Recurring Revenue (ARR) through active retention and identification of upsell opportunities Contribute to strategic projects and the Customer Success roadmap to drive continuous improvementPartner with other Windfall departments on internal enablement, webinars, and internal or customer-facing documentationLead efforts to validate and enhance the effectiveness of Windfall's offerings
Requirements:
Bachelor’s degreeAt least 3 years of experience in analytical, customer-facing roles (e.g., consulting, customer success, growth strategy, marketing)Familiarity with digital marketing and performance measurement Established track record of building relationships and presenting to Directors, VPs, and C-level executivesPassion for learningExperience with CRMs with a preference towards Salesforce and HubSpot
Preferred Requirements:
Prior startup experience, particularly in B2B SaaS or data companiesProficiency in advanced PowerPoint (with high design standards) and intermediate Excel (including pivots)
Attributes of Successful Candidates:
Thrives in the challenges of startups, motivated by the opportunity for rapid learning and growth rather than a traditional 9-to-5 routineExemplary organizational skills and meticulous attention to detail, coupled with a commitment to task completion and thoroughnessOutstanding verbal and written communication skills, capable of simplifying complex issues and adjusting communication styles for diverse audiencesHighly analytical and adept at problem solvingTeam-oriented attitude. Contribute, share expertise, take accountability, and foster empathy in relationships
About Windfall
Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes. Powered by best-in-class machine learning and artificial intelligence, Windfall activates insights into workflows that engage the right people for each respective organization. More than 1,500 data-driven organizations use Windfall to power their business. For more information, please visit
www.windfall.com.
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