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 500 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 for more information.

As a Customer Success Manager at Windfall, you will be the front line of the Windfall customer success team. You will work with our nonprofit customers as their primary partner in leveraging the data to its full potential as a part of their fundraising efforts.


    • Oversee the onboarding of new accounts and ensure successful implementation
    • Help our product and engineering team continue to deliver new products at the highest quality
    • Manage day to day communications with dozens of customers
    • Manage the long term health of our customer base
    • Create and educate customers on best practices
    • Drive engagement through newsletters, webinars, customer council, etc.
    • Develop processes with your peers to continue to drive efficiencies for Windfall and our customers


    • 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)
    • B.A. or B.S. Degree from a top-tier university
    • 3+ years of experience in Customer Success in a SaaS or Data company (or equivalent experience in client facing roles)
    • Familiarity with CRMs (Salesforce, Blackbaud, etc.)
    • Understanding of wealth and consumer financial profiles (industry compensation, stock markets, various asset classes, etc) is a plus


    • Small team = opportunity for a big impact 
    • Compensation includes equity and a competitive salary
    • Excellent company-sponsored benefits 
    • Shiny new laptop of your choice
    • Monthly team events