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Customer Success Manager
Windfall San Francisco, CA
$92k-130k (estimate)
Full Time | IT Outsourcing & Consulting 1 Week Ago
Save

Windfall is Hiring a Customer Success Manager Near San Francisco, CA

As a Customer Success Manager on the Commercial team, 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 approximately 30 key accounts, guiding them through the entire lifecycle – from onboarding to expansion. Your role will also be instrumental in driving Windfall's growth by implementing scalable processes.

Our mission is to revolutionize how organizations perceive and leverage people data. We are unwavering in our core values: (1) Champion exceptional communication; (2) Embrace transparency in all operations; (3) Provide empowerment, not just optimization; (4) Make a meaningful impact daily; and (5) Uphold integrity and trust in all actions.

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Responsibilities:

  • Own end-to-end customer experience, including onboarding, product adoption and usage, implementation of best practices, and growth 
  • Identify new opportunities within the customer base, including potential for increased sales, enhanced analytics, and broader marketing initiatives
  • Proactively manage relationships within customer teams, including multi-threading across departments and levels and adapting to changes like new team hires and departures
  • Actively track, manage, and promote best practices regarding platform and data usage, including log-ins and data utilization
  • Develop internal playbooks and customer-facing content, including best practices, Guides, and thought leadership pieces
  • Develop and implement efficient processes to enhance customer engagement and satisfaction
  • Actively manage Annual Recurring Revenue (ARR) through active retention and identification of upsell opportunities
  • Contribute to strategic projects and the Customer Success 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 degree; MBA is a plus
  • At least 3 years of experience in analytical, customer-facing roles (e.g., consulting, customer success, growth strategy, marketing)
  • 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 HubSpot
Preferred Requirements:
  • Prior startup experience, particularly in B2B SaaS or data companies
  • Proficiency in advanced PowerPoint (with high design standards) and intermediate Excel (including pivots)
  • Familiarity with digital marketing and/or data ecosystems
Attributes of Successful Candidates:
  • Thrives in the challenges of startups, motivated by the opportunity for rapid learning and growth rather than a traditional 9-to-5 routine
  • 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 settings. Contribute, share expertise, take accountability, and foster empathy in relationships
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Additional Information:

The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across California and Colorado. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. We also offer a comprehensive benefits package, which you can explore on our careers site.

California: Salary range is $75-150k

Colorado: Salary range is $65-135k

About Windfall

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 propensity modeling, Windfall activates insights into workflows that engage the right people for each respective organization. More than 850 data-driven organizations use Windfall to power their business.

We comply with CCPA. For more information on how we comply, review our privacy notice.

Job Summary

JOB TYPE

Full Time

INDUSTRY

IT Outsourcing & Consulting

SALARY

$92k-130k (estimate)

POST DATE

04/04/2024

EXPIRATION DATE

06/03/2024

WEBSITE

windfalldata.com

HEADQUARTERS

SAN FRANCISCO, CA

SIZE

25 - 50

FOUNDED

2016

CEO

ALYSSA SIMON

REVENUE

<$5M

INDUSTRY

IT Outsourcing & Consulting

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The following is the career advancement route for Customer Success Manager positions, which can be used as a reference in future career path planning. As a Customer Success Manager, it can be promoted into senior positions as a Customer Success Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Success Manager. You can explore the career advancement for a Customer Success Manager below and select your interested title to get hiring information.

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If you are interested in becoming a Customer Success Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Success Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Customer Success Manager job description and responsibilities

Having a customer success manager overseeing the onboarding process helps with retention.

01/03/2022: Pueblo, CO

Customer success managers should have strong organization and presentation skills, but those things can be taught.

12/19/2021: Modesto, CA

They monitor their customers’ happiness closely so that they are able to offer solutions before problems occur.

02/13/2022: Everett, WA

Take time to understand what each customer needs and help customers take the shortest route possible.

01/23/2022: San Jose, CA

The customer success manager characterizes himself with being organized, presentable and acquiring technical skills.

01/07/2022: Minneapolis, MN

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Customer Success Manager jobs

Customer success managers are both salespeople and support professionals.

12/15/2021: Las Cruces, NM

During the operational stage (also known as “Business as usual), Customer Success Managers often provide technical know-how, expertise, and training to customers with the goal making them successful and keeping them satisfied with the business’s products

01/02/2022: Longview, TX

A good Customer Success Manager must have a thirst for knowledge, the ability to learn quickly and easily grasp new software applications.

02/21/2022: Pueblo, CO

Maintain a detailed understanding of products and services, assist customers with questions and suggest the best products for their needs.

12/22/2021: Temple, TX

Customer Success Managers must be strong, natural advocates.

02/15/2022: Clearwater, FL

Step 3: View the best colleges and universities for Customer Success Manager.

Butler University
Carroll College
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Providence College
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