Director of Customer Success @ Windfall

Director of Customer Success

Posted on 1/19/2023

INACTIVE

Locations

San Francisco, CA, USA • Remote • Denver, CO, USA

Experience Level

Entry

Junior

Mid

Senior

Expert

Desired Skills

Hubspot

Marketing

Salesforce

Communications

Requirements

5+ years of experience in analytical, customer-facing roles (e.g., customer success, consulting, growth marketing)
2+ years of direct team management
Startup experience in a B2B SaaS or data company
Ability to partner and influence stakeholders at all levels, including executives, to drive customer success goals and outcomes
Strong presentation design and delivery skills
Familiarity with CRMs (e.g., Salesforce, Hubspot)
Highly organized with good attention to detail
Excellent verbal & written communication skills
Bachelor's degree from a top-tier university, MBA a plus

Responsibilities

Set Windfall's customer engagement strategy, including service model design and development
Train, develop, and mentor a team of Customer Success Managers
Oversee a portfolio of strategic enterprise accounts from startups to Fortune 500 companies across luxury industries
Build strong relationships with VPs and C-level executives as a strategist, advisor, and driver of data-driven workflows
Partner closely with our product team to build scalable solutions that make our customers more successful
Proactively partner with customers to develop ideas and solutions on how to leverage our product to improve their internal processes and workflows
Develop relevant content related to data-driven marketing best practices

As the Director of Customer Success for the Commercial Team, you will lead a team of Customer Success Managers (CSMs) focused on building the commercial vertical within our business. You will own a set of accounts, manage and grow the team, and build systems and processes to help scale the customer success organization and Windfall in the years to come.

Our mission is 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) Make a difference every day; and (5) Act with integrity and trust.

Responsibilities:

Set Windfall’s customer engagement strategy, including service model design and development
Train, develop, and mentor a team of Customer Success Managers
Oversee a portfolio of strategic enterprise accounts from startups to Fortune 500 companies across luxury industries
Build strong relationships with VPs and C-level executives as a strategist, advisor, and driver of data-driven workflows
Partner closely with our product team to build scalable solutions that make our customers more successful
Proactively partner with customers to develop ideas and solutions on how to leverage our product to improve their internal processes and workflows
Develop relevant content related to data-driven marketing best practices

Requirements:

5+ years of experience in analytical, customer-facing roles (e.g., customer success, consulting, growth marketing)
2+ years of direct team management
Startup experience in a B2B SaaS or data company
Ability to partner and influence stakeholders at all levels, including executives, to drive customer success goals and outcomes
Strong presentation design and delivery skills
Familiarity with CRMs (e.g., Salesforce, Hubspot)
Highly organized with good attention to detail
Excellent verbal & written communication skills
Bachelor’s degree from a top-tier university, MBA a plus

Additional Information:

The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across California and Colorado. 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.

California: Salary range is $70k-$200k

Colorado: Salary range is $70k-$170k

About Windfall

Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes. Powered by best-in-class machine learning and propensity modeling, Windfall activates insights into workflows that engage the right people for each respective organization. More than 800 data-driven organizations use Windfall to power their business.

We comply with CCPA. For more information on how we comply, review our privacy notice.

51-200 employees

Website

Consumer financial intelligence company

Company Overview

Windfall is on a mission to change how organizations perceive and use people data, and to disrupt a legacy industry that's ripe for change. Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes.

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 Core Values

Be an excellent communicator
Operate with transparency
Provide leverage
Make a difference every day
Act with integrity and trust