Full-Time
Customer Support Specialist
Confirmed live in the last 24 hours
Windfall
51-200 employees
Provides people insights for customer engagement
Junior, Mid
San Francisco, CA, USA + 1 more
More locations: Lehi, UT, USA
The salary range is determined by work location across California and Utah.
You match the following Windfall's candidate preferences
Employers are more likely to interview you if you match these preferences:
- Bachelors degree
- 2+ years of experience in a customer support role, ideally in the tech or nonprofit sectors.
- Proven ability to adapt to shifting priorities and manage multiple tasks effectively.
- Familiarity with Salesforce or similar CRM platforms.
- Exceptional communication skills, both written and verbal.
- Proven ability to analyze and resolve issues effectively.
- A positive attitude and a genuine desire to help organizations succeed in their missions.
- Contribute to the success of our nonprofit customers by providing impactful support and solutions to ensure they can achieve their fundraising goals using Windfall’s solutions.
- Respond to user inquiries promptly through phone, chat, and email.
- Provide proactive guidance and best practices for event planning and fundraising efforts.
- Collaborate with internal teams to report bugs, gather user feedback, and suggest feature improvements.
- Maintain accurate and thorough records of all client interactions in Salesforce.
- Proactively follow up with users to ensure their issues are resolved and their experiences are positive.
- Previous experience working for a high growth startup.
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. 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 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.
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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