Full-Time

Nonprofit Customer Success Manager

Updated on 9/3/2026

Windfall

Windfall

51-200 employees

People insights for targeted customer growth

Compensation Overview

$155k - $219k/yr

San Francisco, CA, USA

In Person

Bachelor's, MBA

Category
Customer Experience & Support (1)
Required Skills
Forecasting
Salesforce
Data Analysis

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Requirements
  • At least 8 years of experience in analytical, customer-facing roles (e.g., customer success, consulting, solution consulting, implementations, growth strategy), with a minimum of 3 years leading Customer Success teams
  • Experience developing success plans and orchestrating cross-functional dynamics to drive positive outcomes with customers
  • Exceptional forecasting acumen and operational rigor, with proven experience identifying risk and growth signals to maintain forecast accuracy and drive commercial discussions
  • Demonstrated success with navigating large organizations, driving adoption and expansion, and cultivating executive relationships/sponsorship
  • Deep understanding of how data intelligence impacts go-to-market strategies, specifically in areas like digital marketing and performance measurement
  • Established track record of building relationships and presenting to Directors, VPs, and C-level executives
  • Passion for learning
  • Experience with CRMs (e.g. Salesforce or Bloomerang)
  • Strong presentation design and delivery skills
  • Highly organized with good attention to detail
  • Excellent verbal & written communication skills
Responsibilities
  • Scale the end-to-end customer experience, including onboarding, product adoption, usage, and implementation of best practices and growth
  • Train, develop, and mentor a team of 7 Customer Success Managers
  • Leading our recruiting strategy to attract and hire high-quality candidates
  • Coach the team to deliver value for our customers by enabling them to use Windfall’s solution to meet their business objectives
  • Coach the team to develop and execute a comprehensive Account Growth Strategy (e.g., land-and-expand strategies, value mapping) to significantly increase usage, adoption, and ultimately, lifetime value and revenue
  • Coach the team to identify new opportunities within nonprofit accounts, including potential for increased fundraising and enhanced analytics
  • Lead Executive Business Reviews (EBRs) with client C-level/SVP sponsors, focused on quantifiable Return on Investment (ROI), realized business value, and alignment on future strategic objectives
  • Coach the team to proactively manage relationships within customers’ teams, including multi-threading across departments and levels, and adapting to customer team hires and departures
  • Serve as a trusted advisor and industry expert, translating Windfall's data intelligence into high-impact business outcomes for the client
  • Develop internal playbooks and customer-facing content, including best practices guides and thought leadership pieces
  • Develop and implement efficient processes to enhance customer engagement and satisfaction
  • Lead strategic initiatives and influence the Customer Success roadmap by synthesizing the needs of our nonprofit customers and translating them into actionable organizational improvements
  • Partner with other Windfall departments on internal enablement, webinars, and internal or customer-facing documentation
  • Lead efforts to validate and enhance the effectiveness of Windfall's offerings through product feature requests, feedback, and discussions
Desired Qualifications
  • Bachelor's degree from a top-tier university, MBA a plus
  • Background in nonprofit fundraising
  • Understanding of consumer financial data, signals of wealth
  • Basic knowledge of data science

Windfall provides a subscription-based platform that helps organizations identify, engage, and convert their next best customers using hundreds of attributes and intent signals. It serves industries such as retail, travel and hospitality, financial services, education, healthcare, and nonprofits, and offers tailored capabilities for roles in marketing, sales, analytics, data science, prospect research, and development. The platform analyzes data to decode key customer segments, uncover opportunities, and guide targeted advertising and outreach, with tools to measure campaign ROI through attribution and influence reporting. Windfall differentiates itself by delivering industry- and role-specific solutions at scale, enabling quick time to value for over 800 client organizations, and focusing on driving revenue growth and workflow efficiency. Its goal is to help clients boost revenue by targeting the right audience with the right message and improving the effectiveness of their outreach.

Company Size

51-200

Company Stage

Series A

Total Funding

$30.3M

Headquarters

Carlisle, Massachusetts

Founded

2016

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Simplify Jobs

Simplify's Take

What believers are saying

  • Morgan Stanley Expansion Capital backed Windfall with $65 million, supporting product and sales expansion.
  • Windfall added VPs of Sales, Marketing, and Customer Success on January 22, 2026.
  • More than 1,500 organizations use Windfall, including Make-A-Wish America and Inspirato.

What critics are saying

  • California and state privacy rules target consumer-data brokers; Windfall's July 9, 2026 policy exposes sharing.
  • AI-native TAM features commoditize quickly; competitors replicate Market Insights after April 2026 launch.
  • If regulators restrict wealth inference, Windfall's core people-graph business collapses.

What makes Windfall unique

  • Weekly household-level people graph powers Windfall Market Insights, launched April 14, 2026.
  • Windfall unifies enrichment, predictive modeling, and campaign activation in one workflow.
  • Shopify and Microsoft Dynamics integrations embed Windfall inside customer systems, not dashboards.

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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

PR Newswire
Apr 14th, 2026
Windfall launches Market Insights to give executive teams Always-On TAM intelligence.

Windfall launches Market Insights to give executive teams Always-On TAM intelligence. Windfall Data, Inc. Apr 14, 2026, 11:57 ET Windfall Market Insights is a new AI-native application that transforms the traditional, static total addressable market (TAM) study into an "always-on" intelligence layer, powered by household-level data refreshed weekly. SAN FRANCISCO, April 14, 2026 /PRNewswire-PRWeb/ - Windfall, the most trusted and accurate provider of people intelligence and AI workflow solutions, today announced the launch of Windfall Market Insights. This new AI-native application transforms the traditional, static total addressable market (TAM) study into an "always-on" intelligence layer, powered by household-level data refreshed every week. For years, executive teams have relied on intermittent TAM analyses - often delivered as static slide decks - that become obsolete the moment they are presented. In a world where wealth shifts, populations relocate, and consumer profiles evolve rapidly, these snapshots leave leaders planning next year's strategy with last year's data. The result is a critical gap between the market as it was and the market as it is, impacting key strategic decisions like site selection, territory planning, media allocation, and M&A due diligence. Introducing Windfall Market Insights: Always-On Intelligence Windfall Market Insights is a US-focused market intelligence layer built directly on top of Windfall's proprietary people graph. By leveraging data refreshed weekly, the platform goes beyond estimated demographics to help organizations answer three critical questions: * Who is really in the market today by state, metro, and neighborhood? * How has that market shifted over the last 3, 6, or 12 months? * Where is there meaningful white space versus strong penetration? "There's a moment every executive team hits when the slide deck stops being enough," said Arup Banerjee, CEO and Co-Founder of Windfall. "Market Insights turns 'gut-feel' strategy into data-backed execution. We are empowering leaders to interact with their market the way they actually think - in real time - ensuring they never miss a pocket of opportunity." AI-Native Exploration from Insight to Action Windfall Market Insights is designed to be AI-native from day one. Users can ask questions of their customer data in natural language, such as "Show me where affluent households grew fastest where we are under-penetrated", and see those answers rendered instantly as maps and trend visuals. Executives and operators can interact with their market the way they already think and talk about it, without relying on data science teams. Because Windfall Market Insights sits alongside the broader Windfall People Intelligence & AI Application, there is a clear bridge from insight to action. Once an opportunity is identified, teams can move directly into data enrichment, predictive modeling, and campaign activation within a single, unified workflow. Join the First Look Webinar Windfall will host a live webinar and product demonstration on Tuesday, April 14, at 1:00 PM ET / 10:00 AM PT. The session, titled "Windfall Market Insights: Understand Your Total Addressable Market and Shifts Over Time," will showcase live use cases across luxury retail, travel & hospitality, financial services, and the nonprofit sector. Reserve your spot here. 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 artificial intelligence, Windfall activates insights into workflows that engage the right people for each respective organization. More than 1,500 data-driven organizations use Windfall to power their business. For more information, please visit www.windfall.com. Media Contact SOURCE Windfall Data, Inc.

PR Newswire
Jan 22nd, 2026
Windfall Announces New Hires to Executive Leadership Team to Accelerate Next Phase of Growth

Windfall announces new hires to executive leadership team to accelerate next phase of growth. News provided by. Windfall's go-to-market leadership includes new VPs of Sales, Marketing, and Customer Success to accelerate go-to-market operations and advance the company's mission to deliver actionable people intelligence. SAN FRANCISCO, Jan. 22, 2026 /PRNewswire-PRWeb/ - Windfall, the most trusted and accurate provider of people intelligence and AI-workflow solutions, today announced a significant expansion of its leadership team with the appointments of Iain Denham as VP of Sales, Kathleen Atkins as VP of Marketing, and Nilesh Murthy as VP of Customer Success. These key hires mark a powerful start to 2026, positioning the company to rapidly scale its go-to-market operations following a year of record momentum, including a $65 million funding round from Morgan Stanley Expansion Capital and the launch of Windfall's AI Copilot and Workflow Application. "Our growth strategy is built on the intersection of high-quality data and seamless software integration," added Dan Stevens, COO and Co-Founder of Windfall. "These appointments reflect our investment in that vision. By bringing in leaders of this caliber, we are ensuring that our technology is backed by a superior customer experience and a robust, market-leading strategy." The addition of these three seasoned leaders underscores Windfall's commitment to democratizing access to the industry's most precise, deterministic people intelligence. By strengthening every touchpoint of the customer journey, Windfall is poised to scale the operational impact and activation of high-fidelity insights for its 1,500+ customers across the enterprise, financial services, and nonprofit sectors. Iain Denham, VP of Sales: Iain joins Windfall to lead the company's sales organization and drive revenue expansion across all segments. With 20 years of experience in the technology and data sectors, Iain has built and scaled high-performing sales teams at companies including Samsara and Meraki. At Windfall, Iain is focused on leading teams that identify and solve critical business needs through the strategic activation of high-fidelity people intelligence. Kathleen Atkins, VP of Marketing: Kathleen leads Windfall's marketing organization. She brings over 15 years of experience building and scaling marketing teams at high-growth companies, including SuccessKPI and Digital Realty. At Windfall, Kathleen is focused on expanding market adoption and articulating the company's value proposition to support its next phase of growth. Nilesh Murthy, VP of Customer Success: Nilesh leads the Customer Success team, ensuring that every Windfall customer achieves measurable business outcomes. He brings over 20 years of experience in customer experience, retention, and value realization from his time at Trove, Segment, and Oracle. At Windfall, Nilesh is focused on deepening customer partnerships, accelerating time-to-value, and embedding Windfall's insights into client workflows. "As we start 2026, we are focused on scaling our impact and delivering even greater value to our customers," said Arup Banerjee, CEO and Co-Founder of Windfall. "Welcoming Iain, Kathleen, and Nilesh to our leadership team is a significant milestone. Their collective experience in building world-class go-to-market organizations will be a force multiplier for our mission to provide the most accurate people intelligence in the market." Since its inception in 2016, Windfall has secured more than $100 million of investment to fuel its vision to democratize access, workflows, and insights on people. The US-based company empowers more than 1,500 organizations across several key verticals, including nonprofit, financial services, travel and hospitality, and retail. Organizations ranging from Make-A-Wish America to Inspirato rely on Windfall to fuel measurable business outcomes. The company is actively hiring, and open positions are listed on Windfall's careers page. 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 artificial intelligence, Windfall activates insights into workflows that engage the right people for each respective organization. More than 1,500 data-driven organizations use Windfall to power their business. For more information, please visit www.windfall.com. Kathleen Atkins, Windfall Data, Inc., 1 (415) 617-9169, [email protected], www.windfall.com

Financial Technology Insights
Apr 25th, 2025
Windfall Secures $65M in Funding from Morgan Stanley Capital

Windfall secures $65M in funding from Morgan Stanley Capital.

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.

PR Newswire
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.". .