Full-Time

Customer Success Manager

Updated on 6/7/2024

Windfall

Windfall

51-200 employees

AI-driven insights for business teams

AI & Machine Learning
Data & Analytics
Financial Services

Senior

San Francisco, CA, USA

Required Skills
Sales
Hubspot
Salesforce
Marketing
Data Analysis
Requirements
  • Bachelor’s degree
  • At least 4 years of experience in analytical, customer-facing roles (e.g., consulting, customer success, growth strategy, marketing)
  • Established track record of building relationships and presenting to Directors, VPs, and C-level executives
  • Passion for learning
  • Experience with CRMs with a preference towards Salesforce and HubSpot
Responsibilities
  • Own end-to-end customer experience, including onboarding, product adoption and usage, implementation of best practices, and growth
  • Identify new opportunities within the customer base, including potential for increased sales, enhanced analytics, and broader marketing initiatives
  • Proactively manage relationships within customer teams, including multi-threading across departments and levels and adapting to changes like new team hires and departures
  • Actively track, manage, and promote best practices regarding platform and data usage, including log-ins and data utilization
  • 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
  • Actively manage Annual Recurring Revenue (ARR) through active retention and identification of upsell opportunities
  • Contribute to strategic projects and the Customer Success roadmap to drive continuous improvement
  • 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

Windfall is a people intelligence and AI platform that leverages machine learning and propensity modeling to provide actionable insights for go-to-market teams, enabling organizations to prioritize resources and drive greater business outcomes. The platform activates workflows and engages the right people for over 800 data-driven organizations.

Company Stage

Series A

Total Funding

$30.3M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights
Headcount

6 month growth

7%

1 year growth

6%

2 year growth

23%

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