Enterprise Customer Success Manager

San Francisco, CA /
Customer Success /
Founded in 2016, Windfall Data is on a mission to determine the net worth of everyone on the planet. The company serves nonprofit and for-profit organizations by providing actionable consumer financial data that is refreshed on a weekly basis. More than 400 organizations use Windfall Data to identify and engage their most promising constituents. Windfall Data is based in San Francisco and backed by Bullpen Capital, Bonfire Ventures, Industry Ventures, TenOneTen Ventures. ValueStream Ventures, and Auren Hoffman. Visit www.windfalldata.com for more information.

As an Enterprise Customer Success Manager at Windfall, you will be the front line of the Windfall customer success team. You will be working with our largest and most important customers from emerging startups to Fortune 500 companies with mostly VPs and C-suite executives. 
You will help drive the entire customer lifecycle with our VP of Customer Success and CEO, and align yourself closely with our product management organization. This includes onboarding new customers, educating existing customers on best practices, and making sure that our customers are actively engaged.


    • Oversee the onboarding of new accounts and ensure successful implementation for the lifetime of the account
    • Help our product and engineering team continue to deliver new products at the highest quality 
    • Proactively reach out to customers with ideas and solutions on how to leverage our product to improve their internal processes, workflows, and customer acquisition
    • Build relationships with C-level executives and maintain the health of your accounts
    • Work with Windfall's executive team to build and shape the customer success organization


    • B.A. or B.S. Degree from a top-tier university; MBA is a significant plus
    • 5+ years of experience in Customer Success in a SaaS or Data company (or equivalent experience in client facing roles); 8+ years of overall experience 
    • You are a self-starter that anticipates requests and doesn’t need a lot of oversight 
    • Great problem solving skills, taking a consultative approach to find the best solution 
    • Excellent verbal & written communication skills. You can explain complex issues in simple terms and adapt your tone for different users 
    • Comfortable giving presentations to groups of any size 
    • Strong Excel skills (formulas, pivot tables, etc) 
    • Familiarity with CRMs (Salesforce, etc.) 
    • Fundamental understanding in marketing metrics / technologies


    • Small team = opportunity for a big impact 
    • Compensation includes equity and a competitive salary
    • Excellent company-sponsored benefits 
    • Shiny new laptop
    • Monthly team events
    • Fully stocked kitchen
    • Great location in downtown SF (Jackson Square)