Full-Time

Customer Support Specialist

Confirmed live in the last 24 hours

Windfall

Windfall

51-200 employees

Provides people insights for customer engagement

Data & Analytics
Enterprise Software

Junior, Mid

San Francisco, CA, USA + 1 more

More locations: Lehi, UT, USA

The job is onsite in either San Francisco, California, or Lehi, Utah.

Category
Customer Support
Customer Success & Support
Required Skills
Salesforce

You match the following Windfall's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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.
Responsibilities
  • 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.
Desired Qualifications
  • 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. Their platform uses a variety 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 (ROI) 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 Jobs

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

Company News

Windfall
Oct 3rd, 2024
Better Engage Customers with Windfall's Microsoft Dynamics Integration

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.

PRWeb
Oct 26th, 2023
Windfall'S New Integration With Shopify Empowers Retailers To Better Identify, Understand, And Engage Customers

"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.". .

Windfall
Oct 26th, 2023
Elevate Your Donor Management with the New Windfall Integration with Virtuous

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.

PRWeb
Aug 16th, 2023
John Dao Joins The Windfall Leadership Team As Vp Of Product

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