Customer Success Manager

6 days ago

San Francisco, United States Windfall Data Inc Full time

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. 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 4 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 Additional Information: The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across California. 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 : Base salary range is

$90-130k 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 .

#J-18808-Ljbffr

  • Customer Success Manager

    4 weeks ago

    San Francisco, United States Pathlight Full time

    About Pathlight Pathlight is the leading GenAI-native Conversation Intelligence platform that helps enterprises discover hidden insights, opportunities, and risks deep within their customer conversations. Pathlight is the first company to fully harness the power of Large Language Models (LLMs) to review every customer conversation and uncover hidden insights...

  • Customer Success Manager

    3 weeks ago

    San Francisco, United States Workday Full time

    Your work days are brighter here. At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our...

  • Customer Success Manager

    4 weeks ago

    San Francisco, United States Workday Full time

    Your work days are brighter here. At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our...

  • Customer Success Manager

    4 weeks ago

    San Francisco, United States Oomnitza Full time

    **San Francisco, CA** **Sales - Customer Success /** **Full-Time /** **Hybrid** **Oomnitza** offers the industry’s most versatile Enterprise Technology Management platform that orchestrates and automates key business processes for IT. Our SaaS solution, with agentless integrations, best practices and low-code workflows, enables enterprises to leverage...

  • Customer Success Manager

    4 weeks ago

    San Francisco, United States Ongo Inc. Full time

    What is Ongo? Ongo is building the platform for reprogramming human behavior. We use code, content, and science to make the healthy choice the easy choice. We've built a range of beautiful, interactive mobile products that help health experts improve the reach and depth of the interactions they have with their communities. With Ongo, an expert in the health...

  • Customer Success Manager

    2 weeks ago

    San Francisco, California, United States ZEALS Full time

    As our Customer Success ManagerYou will be the go-to person for our valued customers. You will be responsible for managing and growing a portfolio of assigned accounts, connecting with key decision makers and stakeholders, making sure their needs are met. Your mission is to ensure our customers are happy and successful with our conversational commerce...

  • Customer Success Manager

    3 weeks ago

    San Francisco, United States Enable Full time

    **Job Summary** As a **Customer Success Manager**, you will work closely with our customers to help them reach their goals and realize maximum value from Enable. In this position, you will lead and manage a team of Implementation Analysts. You will demonstrate dedication and proactivity to the development of your own Customer Success sub-team. You will work...

  • Customer Success Manager

    3 weeks ago

    San Francisco, United States Oomnitza Full time

    Oomnitza offers the industry's most versatile Enterprise Technology Management platform that orchestrates and automates key business processes for IT. Our SaaS solution, with agentless integrations, best practices and low-code workflows, enables enterprises to leverage their existing infrastructure systems and automate processes such as offboarding,...

  • Manager, Customer Success

    3 weeks ago

    San Francisco, United States RollWorks, a division of NextRoll Full time

    About the Role: RollWorks, the B2B division of NextRoll, Inc., is looking for a passionate customer success leader to develop an impactful team of 5 - 8 Customer Success Managers who are responsible for a critical aspect of our growth and retention. Reporting to Sr. Manager of Customer Success, you will be instrumental in the continuous evolution and...

  • Customer Success Manager

    6 days ago

    San Francisco, United States Etleap Full time

    Customer Success Manager San Francisco (in person) Etleap is a leading provider of data integration solutions, empowering organizations to effortlessly centralize, transform, and manage their data for enhanced analytics and decision-making. Our innovative platform enables seamless data integration across disparate sources and democratization of data access...

  • Customer Success Manager

    8 hours ago

    San Francisco, United States Etleap Full time

    Customer Success Manager San Francisco (in person) Etleap is a leading provider of data integration solutions, empowering organizations to effortlessly centralize, transform, and manage their data for enhanced analytics and decision-making. Our innovative platform enables seamless data integration across disparate sources and democratization of data access...

  • Customer Success Manager

    4 days ago

    San Francisco, United States Oomnitza Full time

    Oomnitza offers the industry’s most versatile Enterprise Technology Management platform that orchestrates and automates key business processes for IT. Our SaaS solution, with agentless integrations, best practices and low-code workflows, enables enterprises to leverage their existing infrastructure systems and automate processes such as offboarding,...

  • Customer Success Manager

    3 weeks ago

    San Francisco, United States Base Full time

    Join Base and be part of Customer Marketing history! Customer Success Manager Base is a Customer Lifecycle Marketing platform, building the Customer-led Growth (CLG) category and ecosystem. Through journey tracking, automation, insights, and predictions our Customer Marketing platform helps companies refocus their efforts on their customer-base, and...

  • Customer Success Manager

    3 weeks ago

    San Francisco, United States Stripe Full time

    Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies-from the world's largest enterprises to the most ambitious startups-use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of...

  • Customer Success Manager

    2 days ago

    San Francisco, United States Terminal49, Inc Full time

    Terminal 49 is seeking a rockstar Customer Success Manager to oversee operations and and foster successful and effective client relationships. Customer Experience team is core to our business and has the ability to wow our customers. Even when using software automation to take the pain out of many manual tasks, transporting a container from the port to the...

  • Customer Success Manager

    4 weeks ago

    San Francisco, United States Terminal 49 Full time

    Terminal 49 is seeking a rockstar Customer Success Manager to oversee operations and and foster successful and effective client relationships. Customer Experience team is core to our business and has the ability to wow our customers. Even when using software automation to take the pain out of many manual tasks, transporting a container from the port to the...

  • Customer Success Manager

    3 weeks ago

    San Francisco, United States Terminal 49 Full time

    Terminal 49 is seeking a rockstar Customer Success Manager to oversee operations and and foster successful and effective client relationships. Customer Experience team is core to our business and has the ability to wow our customers. Even when using software automation to take the pain out of many manual tasks, transporting a container from the port to the...

  • Customer Success Manager

    4 weeks ago

    San Francisco, United States Ditto Full time

    Ditto allows teams to manage their copy from design to production with a single source of truth. Over 3600+ teams (from Fortune 500 companies to startups!) currently use Ditto. ‍ Copy is currently the most under-leveraged aspect of building product, despite being even higher ROI than design and touched by everyone from legal to engineering. We're backed by...

  • Customer Success Manager

    4 weeks ago

    San Francisco, California, United States Ditto Full time

    Ditto allows teams to manage their copy from design to production with a single source of truth. Over 3600+ teams (from Fortune 500 companies to startups) currently use Ditto.‍Copy is currently the most under-leveraged aspect of building product, despite being even higher ROI than design and touched by everyone from legal to engineering.We're backed by...

  • Customer Success Manager

    2 weeks ago

    San Francisco, United States Terminal 49 Full time

    Terminal 49 is seeking a rockstar Customer Success Manager to oversee operations and and foster successful and effective client relationships. Customer Experience team is core to our business and has the ability to wow our customers. Even when using software automation to take the pain out of many manual tasks, transporting a container from the port to the...