As a Customer Success Manager at Windfall Data, Inc., you will act as a strategic advisor for 1,500+ customers, managing the end-to-end lifecycle from onboarding to expansion. You will multi-thread relationships across departments, identify growth opportunities, and implement scalable processes. This high-impact, on-site role in San Francisco directly influences the company’s retention and expansion strategy.
Customer Success Manager at Windfall Data, Inc.
Windfall Data, Inc. With over 1,500 customers already onboarded, you will act as a strategic advisor, guiding organizations through the full lifecycle of their data-driven journey. This isn't just about relationship management; it's about using advanced machine learning insights to transform how teams prioritize their go-to-market resources. If you have 3+ years of experience in analytical customer success and thrive in a fast-paced startup environment, this role offers a significant $110k-$168k salary, equity, and the chance to build the future of people data for global organizations.
Want to apply for this role?
Jack finds you jobs at companies like Windfall Data, Inc.. Talk to Jack to get considered for roles that fit what you're great at.
Location
San Francisco, United States
Compensation
$110k-$168k + Equity
Company
Windfall Data, Inc.
Role overview
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. Powered by best-in-class machine learning and artificial intelligence, Windfall activates insights into workflows that engage the right people for each respective organization. More than 1,500 data-driven organizations use Windfall to power their business. For more information, please visit www.windfall.com
What you will do
- Own the end-to-end customer experience for a dedicated book of business, driving product adoption, implementation of best practices, and long-term retention.
- Identify and execute expansion opportunities through active multi-threading across customer departments to grow Annual Recurring Revenue (ARR) and identify upsell potential.
- Collaborate cross-functionally with product, sales, and marketing teams to develop internal enablement materials, customer-facing playbooks, and thought leadership content.
Who this is a fit for
- Has at least 3 years of experience in analytical, customer-facing roles such as consulting, customer success, or growth strategy, ideally within B2B SaaS.
- Demonstrates a proven track record of managing complex executive relationships and presenting data-driven insights to C-suite stakeholders using Salesforce or HubSpot.
- Possesses a highly analytical mindset with proficiency in advanced PowerPoint and Excel to simplify complex people-data issues into actionable business strategies.
Why this role is remarkable
- Join a Series B category leader transforming how 1,500+ organizations, including top-tier enterprises, leverage people intelligence and AI for go-to-market success.
- Engage in high-level strategic advisory work, presenting directly to Directors, VPs, and C-level executives while influencing the product’s core Customer Success roadmap.
- Thrive in a high-growth startup environment that offers a significant compensation package, equity, and the opportunity to build foundational playbooks for a scaling business.
How Jack & Jill work together
I get to know what you’re great at, then find roles you’d never find yourself.Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support.
I recruit from Jack’s network and make the intro when I spot a great match.And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate.
Jack gets to know what you're great at and what you want next, then searches 15 million jobs daily and helps you discover roles at companies like this.
Meet Jack
What happens next?
Jack’s an AI agent for job searching and career coaching. He works for you.
Jill is the AI recruiter working for the company. She recruits from Jack’s network.
If your profile’s a match and Windfall Data, Inc. wants to meet, Jill will make the intro. In the meantime, Jack will send you excellent alternatives.