Customer Solutions Engineer

San Francisco Customer Solutions /Full-Time /On-site

As a Customer Solutions Engineer, you will be a strategic advisor for our product offering to customers, ensuring their success and maximizing their value from Windfall's solutions. You will take ownership of a book of business and guide them through the entire lifecycle from onboarding to expansion.

Your role will also be instrumental in driving Windfall's growth by implementing scalable processes and helping customers realize value.

We’re on a mission to change how organizations perceive and use people data. And we hold to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Win When Our Customers Win; and (5) Act with integrity and trust.

Responsibilities:

Own the end-to-end customer experience, with a focus on onboarding, implementation, and adoption, as well as best practices and growth

Partner closely with customers to configure and integrate Windfall, troubleshooting technical and data issues with creativity and ownership

Lead customers through their adoption journey as they move past first value, teaching them how to broaden their usage across enhanced analytics and broader marketing initiatives

Proactively monitor account health, running interventions or saves when customers get stalled or are at risk of churn

Identify new opportunities within the customer base to add to their product package or expand their usage

Proactively manage relationships within customer teams, including multi-threading across departments and levels, and adapting to changes like new team hires and departures

Act as the subject-matter expert on Windfall's product, helping customers implement best practices for data integration, segmentation, and ongoing monitoring of results so they get full value from the platform

Actively manage Annual Recurring Revenue (ARR) through active retention and identification of upsell opportunities Develop and implement efficient processes to enhance customer engagement and satisfaction

Contribute to strategic projects and the Customer Solutions 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

Requirements:

Bachelor’s degree3+ years in customer-facing roles in B2B SaaS, data, or consulting, with retention or expansion accountability

Working fluency with CRM data, matching, segmentation, and reporting; able to translate customer goals into configuration requirements. SQL is a plus, not a requirement.

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 Hub Spot Preferred  Requirements:

Prior startup experience, particularly in B2B SaaS or data companies

Comfort teaching customers in-product; strong deck skills are useful but decks are not the default customer experience

Intermediate Excel skills

Familiarity with digital marketing and performance measurement

What You Bring to Windfall:

Thrives in the challenges of startups, motivated by the opportunity for rapid learning and growth rather than a traditional 9-to-5 routine

Proactive problem-solver with a focus on delivering value to customers

Exemplary organizational skills and meticulous attention to detail, coupled with a commitment to task completion and thoroughness

Outstanding verbal and written communication skills, capable of simplifying complex issues and adjusting communication styles for diverse audiences

Highly analytical and adept at problem-solving

Team-oriented attitude, even in remote work…