Full-Time
Partner Success Manager
Posted on 10/2/2023
Windfall
51-200 employees
Provides people insights for customer engagement
Compensation Overview
$100k - $160kAnnually
Senior
San Francisco, CA, USA
- Bachelor's degree - Business, Marketing, or Technical field preferred
- 2-5 years of experience in partner success management, business development, or a related role within a SaaS or Fintech company
- Customer / Partner facing; Strong interpersonal and written / verbal communication skills
- Analytical mindset with the ability to gather, cleanse, analyze, and interpret data
- Familiarity with partner relationship management tools and software
- Results-oriented with a focus on achieving business growth
- Excellent organizational and multitasking abilities
- Creative problem-solving skills
- Knowledge of the industry and market trends
- Cultivate and manage strong relationships with existing partners
- Drive growth for partners by engaging directly with end customers and implementing growth strategies
- Provide Windfall product enablement & documentation to partner sales and customer success teams
- Engage directly with partner executive teams to understand needs and growth opportunities
- Implement data-driven approaches to measure and optimize partner performance
- Own partner renewals
- Provide support to ensure partners are equipped with necessary resources
- Support Director and VP in pursuing new partner business opportunities
- Manage efficient partner onboarding processes and ensure partners have access to essential resources and support
- Oversee partner agreements, contracts, and documentation to ensure compliance and smooth operations
- Process key data flows and provide QA for existing partner base; respond to all partner inquiries in a timely manner
- Streamline operational processes related to partner interactions to enhance overall efficiency
- Address and resolve partner-related operational challenges proactively
- Collaborate with marketing team and partner marketing teams to develop and execute partner-specific marketing campaigns and materials
- Promote partner products or services through various marketing channels to maximize visibility and impact
- Track and report on the effectiveness of partner marketing initiatives
- Coordinate joint marketing activities and events with partners
Windfall provides insights that help organizations identify and engage potential customers across various industries, including retail, travel, finance, education, healthcare, and nonprofits. Its platform uses a wide range 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 success of their marketing efforts through detailed reporting. 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 and maximize their impact.
Company Stage
Series A
Total Funding
$30.3M
Headquarters
Carlisle, Massachusetts
Founded
2016
Simplify's Take
What believers are saying
- Windfall's proven success with over 800 organizations indicates strong market validation and a high potential for continued growth.
- The recent addition of John Dao as VP of Product brings experienced leadership that could drive further innovation and product excellence.
- Strategic integrations with platforms like Shopify and Virtuous expand Windfall's reach and utility, potentially leading to increased adoption and customer satisfaction.
What critics are saying
- The competitive landscape for customer insights and engagement platforms is crowded, requiring Windfall to continuously innovate to maintain its edge.
- Reliance on subscription-based revenue means that customer retention is crucial; any decline in customer satisfaction could impact financial stability.
What makes Windfall unique
- Windfall's platform leverages hundreds of attributes and intent signals to provide highly accurate people insights, setting it apart from competitors who may rely on less comprehensive data.
- The company's focus on tailored solutions for specific roles and industries ensures that clients receive highly relevant and actionable insights, unlike more generic offerings in the market.
- Windfall's integration capabilities, such as with Shopify and Virtuous, enhance its value proposition by seamlessly fitting into existing workflows and systems.
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