Responsibilities:

• Develop a continual, deep understanding of customer’s goals and business objectives, and position the Windfall solution to help them achieve them
• Create customer deliverables (e.g., presentations, strategy recommendations, industry updates) suitable for a diverse set of constituents from senior executives to application end users
• Establish a partnering relationship across the customer’s organization, from Executive Sponsors to day-to-day contacts
• Document customer use cases and develop success plans that will help customers increase the value of their investment
• Identify up-sell opportunities and collaborate with Account Executives to generate new proposals
• Perform focused research on US households to help validate our model and dataset
• Provide a strategic feedback loop to our product and engineering teams to continue to deliver new products at the highest quality

Preferred Qualifications:

• Bachelor’s degree from a top-tier university; MBA a plus
• 3+ years of experience in analytical, customer-facing roles (e.g., consulting, customer success, growth strategy, marketing)
• Startup experience, especially in a B2B SaaS or data company
• Knowledge of digital marketing and data ecosystems
• Previous relationship-building experience with VPs and C-level executives
• Advanced in PowerPoint (high design) and intermediate in Excel (pivots, vlookups)
• Familiarity with CRMs (Salesforce, HubSpot, etc.)
• Industry experience in financial services or luxury products, as the majority of your customers will be in these industries

Individuals Who Thrive in this Role Share These Attributes:

• Startup Hustle - Start ups are challenging, and you enjoy putting in the time and effort to build something great.  You are looking to learn and grow more quickly in your career, and don’t want a mundane 9-5. 
• Highly organized with an incredible attention to detail - You like completing “To Do” lists and ensuring that things get done and nothing falls through the cracks.  Formal Project Management training or significant Confluence, Asana, MS Project experience is a plus.
• Excellent verbal and written communication skills - You can explain complex issues in simple terms and adapt your tone for different users.
• Team-centric attitude - Despite many of us working remotely, we are a close-knit team.  You love to contribute, share your areas of expertise with team members, are self-accountable, and bring an empathetic outlook to your relationships.