Customer Success Manager

United States - San Francisco · San_franciscoFull-Timemid

Customer Success ManagerCustomer Success

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Overview

As a Customer Success Manager, you will be a strategic advisor for our product offering to customers, ensuring their success and maximizing their value from Windfall's solutions.

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Customer Success ManagerCustomer Success

As a Customer Success Manager, 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 a book of business and guide them through the entire lifecycle – from onboarding to expansion. Your role will also be instrumental in driving Windfall's growth by implementing scalable processes.

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) Make a difference every day; and (5) Act with integrity and trust.

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 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

Bachelor’s degree

At least 3 years of experience in analytical, customer-facing roles (e.g., consulting, customer success, growth strategy, marketing)

Familiarity with digital marketing and performance measurement

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

Prior startup experience, particularly in B2B SaaS or data companies
Proficiency in advanced PowerPoint (with high design standards) and intermediate Excel (including pivots)

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. Contribute, share expertise, take accountability, and foster empathy in relationships