Partner Success Manager
Confirmed live in the last 24 hours

51-200 employees

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.
AI & Machine Learning
Data & Analytics
Financial Services

Company Stage

Series A

Total Funding





San Francisco, California

Growth & Insights

6 month growth


1 year growth


2 year growth

San Francisco, CA, USA
Experience Level
Desired Skills
Quality Assurance (QA)
Growth & Marketing
Customer Success & Support
  • Bachelor's degree in 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, with an emphasis on financial services and nonprofit sectors
  • Drive growth for partners by engaging directly with end customers and implementing growth strategies for partner sales and customer success teams
  • 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
  • Play a key role in supporting 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
  • Collaborate with the 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
Desired Qualifications
  • Experience working in the Fintech industry
  • Previous experience working for a high growth startup
  • Additional technical skills (e.g., solutions engineering)