Customer Success Manager

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.

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

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

Prior startup experience, particularly in B2B SaaS or data companies

Proficiency in advanced PowerPoint (with high design standards) and intermediate Excel (including pivots)

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

Compensation range:

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