The Customer Success Manager will guide customers through onboarding and usage, ensuring success and identifying opportunities for growth. They will also drive strategic initiatives and enhance customer engagement.
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 initiatives
- Proactively manage relationships within customer teams, including multi-threading across departments and levels and adapting to changes like new team hires and departures
- Actively track, manage, and promote best practices regarding platform and data usage, including log-ins and data utilization
- 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 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
Requirements:
- Bachelor’s degree
- At 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 executives
- Passion for learning
- Experience with CRMs with a preference towards Salesforce and HubSpot
Preferred Requirements:
- Prior startup experience, particularly in B2B SaaS or data companies
- Proficiency 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 routine
- Exemplary organizational skills and meticulous attention to detail, coupled with a commitment to task completion and thoroughness
- Outstanding verbal and written communication skills, capable of simplifying complex issues and adjusting communication styles for diverse audiences
- Highly analytical and adept at problem solving
- Team-oriented attitude. Contribute, share expertise, take accountability, and foster empathy in relationships
Additional Information:
The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across California. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. We also offer a comprehensive benefits package, which you can explore on our careers site.
California: Base salary range is $110k - $150k + Bonus + Equity
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.
We comply with CCPA. For more information on how we comply, review our privacy notice.
Top Skills
Excel
Hubspot
PowerPoint
Salesforce
Windfall San Francisco, California, USA Office
430 Pacific Ave, , San Francisco, CA, United States, 94133
Similar Jobs
Cloud • Mobile • Software
The Customer Success Manager at BuildOps will enhance customer satisfaction through engagement, adoption, and relationship management while monitoring metrics and collaborating with teams for product improvements.
Top Skills:
GainsightIntacctJIRAPower BIQuickbooks OnlineSage 300 CreSalesforceService CloudSigmaSpectrumViewpoint Vista
Artificial Intelligence • Software • Automation
Manage strategic customer accounts, drive business outcomes, ensure customer satisfaction, identify upsell opportunities, and collaborate with cross-functional teams.
Top Skills:
Customer Relationship Management (Crm) SoftwareData Analytics
Consumer Web • eCommerce • Marketing Tech • Retail • Software • Analytics • Generative AI
Customer Success Managers at Klaviyo foster customer relationships, provide strategic and technical support, and drive product adoption to ensure customer success with Klaviyo's platform.
Top Skills:
E-Commerce PlatformsEmail Marketing PlatformsGoogle SuiteGoogle SheetsMicrosoft Office SuiteSalesforce
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
