Full-Time
Account Executive
Commercial Team
Updated on 3/14/2025
Windfall
51-200 employees
Provides people insights for customer engagement
Compensation Overview
$100k - $120kAnnually
Mid, Senior
San Francisco, CA, USA
The salary range is specific to California, indicating that candidates must be based in this state.
- Bachelor’s degree
- Minimum of 3 years at the Account Executive level, with consultative technology sales experience with a verified track record of exceeding quota
- Extensive understanding of data and its many applications/use cases
- Ambitious, driven, and detail-oriented, with an ability to manage time effectively
- Strong written and verbal communication skills
- Must be able to remain focused in the face of many competing interests
- Extensive experience with outbound prospecting, cultivating and multi-threading accounts, and building a robust pipeline
- Extensive experience with sales tools - Salesforce, Outreach/Groove, LinkedIn, ZoomInfo, etc.
- Research prospective customers and execute strategic outreach into ideal accounts
- Build pipeline through outbound prospecting, attending trade shows, and leveraging online platforms to identify and engage potential clients
- Use consultative selling techniques to offer a unique perspective on each customer’s business; understand pain points across industries, and sell solutions
- Collaborate cross-functionally with Solutions Engineering, Revenue Operations, and Sales leadership to ensure the ideal customer solution with the Windfall platform
- Independently build presentation decks and conduct prospective customer research to present at the executive level with polish, poise, and confidence
- Diligently manage pipeline to ensure quota attainment on a consistent basis
- Negotiate, structure, price, and efficiently close deals
- Bachelor's degree from a top-tier university
- Experience selling in a high-growth startup environment
- Solid understanding of the data businesses, paid marketing, and data analytics
- Understanding of the digital marketing, adtech, and martech ecosystems - specifically as it relates to its various social & digital channels (Google, FB, Linkedin, etc.)
- Understanding of CRM technology & APIs
Windfall provides insights that help organizations identify and engage potential customers across various industries, including retail, travel, finance, education, healthcare, and nonprofits. Their platform uses a wide range of data attributes and intent signals to help businesses understand key customer segments and uncover opportunities for targeted outreach. This allows clients to run effective advertising and engagement campaigns, ensuring they connect with the right audience. Windfall operates on a subscription model, offering tools that enhance workflow efficiency and allow clients to measure the return on investment of their marketing efforts. With over 800 organizations relying on its services, Windfall tailors its solutions to meet the specific needs of different roles and industries, aiming to help clients achieve significant growth.
Company Size
51-200
Company Stage
Series A
Total Funding
$30.3M
Headquarters
Carlisle, Massachusetts
Founded
2016
Simplify's Take
What believers are saying
- 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.
What critics are saying
- 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.
What makes Windfall unique
- 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.
Help us improve and share your feedback! Did you find this helpful?
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
Company News
By combining Windfall's accurate people data with Microsoft Dynamics' CRM capabilities, businesses and nonprofits can now engage their high-value prospects more effectively and deliver personalized experiences at scale.
"By combining our people intelligence with Shopify's platform, businesses can easily integrate Windfall into their existing workflows, unlocking new levels of customer understanding and driving efficient revenue growth.". .
Virtuous, known for its powerful donor management capabilities empowering responsive fundraising, has teamed up with Windfall, a leader in wealth intelligence, to bring you an unparalleled solution for nonprofits.
Windfall is the leading provider of accurate insights and democratized intelligence on people. John Dao will oversee Windfall's product function including Product Management, Product Operations, Product Design, and Data Research.SAN FRANCISCO, Aug. 16, 2023 /PRNewswire-PRWeb/ -- Windfall Data, Inc. ("Windfall"), the leading provider of accurate insights and democratized intelligence on people, announced today that John Dao has been named VP of Product. In this role, John will oversee Windfall's product function including Product Management, Product Operations, Product Design, and Data Research."We couldn't be more excited to have John join Windfall as our VP of Product," said Arup Banerjee, CEO and Co-Founder of Windfall. "His exceptional background in product leadership, strategy, and data analytics, coupled with his passion for building customer-focused cultures and teams, aligns perfectly with our company values