Technical Support Engineer

As a Technical Support Engineer at Windfall, you’ll own the customer support queue and the systems behind it. You’ll onboard new customers, configure accounts, map high-priority datasets, and resolve technical issues. Then you’ll ask the next question: why did this ticket happen, and how do we stop it from happening again? Sometimes the answer is a better help article. Sometimes it’s a product fix.

More and more, it’s an AI workflow that answers the question before the customer has to ask.

This role is a great fit if you’re early in your career, operations‑minded, and curious about AI. It isn’t SQL‑heavy or a deep engineering role. We want a resourceful problem‑solver who likes data, sweats the details, and would rather fix a problem once than answer it a hundred times.

We’re on a mission to change how organizations perceive and use people data. And we hold true 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.

• Own the support queue: triage, troubleshoot, and resolve inbound tickets in Pylon, and elevate crisply to Product or Engineering when needed
• Support new customer and user onboarding, and get them to first value fast
• Monitor data delivery queues and account and dataset health, and catch issues before customers do
• Support wealth analytics reports and match analysis workflows
• Find the root cause of recurring issues and fix it with an operational improvement (e.g., a playbook, a knowledge base article, product feedback, or AI automation)
• Build and improve AI workflows that deflect and auto-resolve common questions
• When a playbook doesn’t exist yet, build it, and document your work so every handoff is clean
• Keep accurate records in Pylon, Salesforce, and our internal knowledge base
• Turn customer feedback and bug patterns into clear input for the product roadmap

• You run the queue on your own with fast, reliable response times
• Each of the top recurring ticket types has a playbook, a help article, or an AI answer
• Product and Engineering see you as their clearest source of customer signal

• Operational mindset: when you see a repeated task, you want to fix it, template it, or automate it
• AI-curious: you already use tools like Claude or ChatGPT to work faster, and you want to build with them
• Detective instinct: you dig until you find the why, not just the what
• Adaptable communicator: you can switch easily between a frustrated customer, a busy engineer, and an executive
• Natural documenter
  : you write things down so others don’t have to ask (bonus points if you’re a Checklist Manifesto fan)
• Calm prioritizer: you separate the urgent from the noise, and you know when to solve something yourself and when to ask for help

• This is a full‑time, onsite role in our South Jordan, UT office (5 days/week)
• 2+ years of professional experience, with 1+ years in technical support, Rev Ops or sales ops, data or marketing analysis, or another CRM‑adjacent role, ideally in B2B SaaS
• Comfortable with CSVs, spreadsheets, and CRM data models (objects, records, fields)
• Experience with Salesforce, Hub Spot, or a similar CRM
• Experience with a ticketing or support platform (Pylon, Zendesk, Intercom, or similar)
• Strong written and verbal communication
• Bachelor’s degree or equivalent experience

• Experience building AI workflows, automations (for example, Zapier), or bots
• Knowledge base or technical writing experience
• Light scripting or advanced spreadsheet formula skills
• Exposure to data matching, data enrichment, or nonprofit or financial services data

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