Customer Success Manager

3 months 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. 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. 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. 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 $90k - $130k Colorado: Base salary range is $90k - $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



  • 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...


  • San Francisco, United States ServiceNow Full time

    Company Description It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today — ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500. Our intelligent cloud-based...


  • San Francisco, California, United States Dealpath Full time

    Customer Success Manager Job DescriptionWe are seeking a highly motivated and experienced Customer Success Manager to join our team at Dealpath. As a Customer Success Manager, you will play a critical role in ensuring our customers adopt and utilize Dealpath to its full potential.Key Responsibilities:Interact with customers to understand their business needs...


  • San Francisco, California, United States Klarity Intelligence, Inc Full time

    About the RoleWe are seeking a highly skilled Customer Success Manager to join our team at Klarity Intelligence, Inc. As a foundational member of our Customer Success team, you will be responsible for the successful delivery of our platform and the ongoing growth and value realization for our customers throughout their journey.You will play a key role in...


  • San Francisco, California, United States Usepylon Full time

    Customer Success at PylonAt Pylon, we're building the future of B2B post-sales. Our top support and success teams use Pylon to manage their customer support across multiple channels. As a Customer Success Manager, you'll be a key player in standing up the customer success function at our company. You'll be responsible for more than just delivering customer...


  • San Francisco, California, United States Pathlight Full time

    About PathlightPathlight is a leading GenAI-native Conversation Intelligence platform that helps enterprises discover hidden insights, opportunities, and risks within their customer conversations. By harnessing the power of Large Language Models (LLMs), we review every customer conversation to uncover hidden insights with human-level accuracy. This empowers...


  • San Francisco, United States Akraya Full time

    Primary Skills: Product Management (Expert), Cloud Technologies (Intermediate), Customer Success (Expert), Analytical Skills (Advanced), Reporting (Expert) Contract Type: W2 Only Duration: 6+ Months Location: San Francisco, CA Pay Range: $110 - $120 Per Hour on W2 Job Summary: We are seeking an experienced Customer Success Manager to join our Enterprise Data...


  • San Francisco, California, United States SuperAnnotate Full time

    We are seeking a seasoned Customer Success Manager to join our team at SuperAnnotate, a leading innovator in the field of artificial intelligence and large language models.The ideal candidate will have a minimum of 3 years of experience in customer success, technical account management, or client relationship management roles, with a strong background in AI...


  • San Francisco, United States Usepylon Full time

    At Pylon, we're building the future of B2B Post Sales. Top support and success teams at companies like Hightouch, Merge, and Sardine use Pylon to manage their customer support across Slack Connect, Microsoft Teams, Email, In-App Chat, Slack Community—all in one place. A unique opportunity to work on standing up the customer success function at company...


  • San Francisco, California, United States Guidewheel Full time

    Job DescriptionGuidewheel is a mission-driven company that empowers factories to reach sustainable peak performance. Our plug-and-play FactoryOps platform makes the power of the cloud accessible to any factory, turning its real-time "heartbeat" into a connected, actively learning system. This system empowers teams to reduce lost production time, increase...


  • San Francisco, California, United States Workday Full time

    About the TeamAt Workday, our Customer Success team plays a critical role in ensuring our customers achieve maximum value from our solutions. As a Customer Success Manager, you will be a key player in supporting our customers on their Workday journey. Your primary responsibility will be to serve as an advisor and facilitator to our customers, partnering with...


  • San Francisco, United States Otter.ai Full time

    This position is Hybrid (3 days a week in office) About The Role As a Customer Success Manager at Otter.ai, you will have the unique opportunity to help shape the future of our Customer Success team. Working closely with the Head of Customer Success, you will be instrumental in defining and implementing strategies for customer adoption, retention and...


  • San Francisco, California, United States WalkMe Full time

    Unlock Customer Potential with WalkMeAt WalkMe, we're committed to empowering business leaders to achieve the promise of technology in today's digital world. As a Customer Success Manager, you'll be a trusted advisor to a portfolio of up to 10 Fortune 1000 WalkMe customers, helping them maximize value from our Digital Adoption Platform.Your Key...


  • San Francisco, United States Akia Full time

    Akia is a venture-backed startup founded by ex-Meta engineers. We are an AI-powered guest journey platform that solves challenges around having too much to do. By seamlessly integrating messaging and automation into existing workflows, Akia is the driving force behind relaxing vacations.As a Customer Success Manager, you’ll be in charge of delighting our...


  • San Francisco, United States Pylon Full time

    At Pylon, we're building the future of B2B Post Sales. Top support and success teams at companies like Hightouch, Merge, and Sardine use Pylon to manage their customer support across Slack Connect, Microsoft Teams, Email, In-App Chat, and Slack Community—all in one place. A unique opportunity to work on standing up the customer success function at a...


  • San Francisco, California, United States Darktrace Limited Full time

    About the RoleDarktrace Limited is seeking a highly skilled Customer Success Manager to join our team. As a Customer Success Manager, you will be responsible for managing a portfolio of existing Darktrace customers, ensuring they gain maximum utility from their Darktrace deployment and driving growth in Annual Recurring Revenue (ARR).Key...


  • 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...


  • San Francisco, United States Wiliot Full time

    About Wiliot Wiliot was founded by the team that invented one of the technologies at the heart of 5G. Their next vision was to develop an IoT sticker, a computing element that can power itself by harvesting radio frequency energy, bringing connectivity and intelligence to everyday products and packaging, things previously disconnected from the IoT. This...


  • San Francisco, California, United States Vanta Full time

    About the Role:As a Customer Success Manager at Vanta, you will be responsible for leading a scaled customer success team that drives customer onboarding, engagement, adoption, and health for a regional segment of customers in our rapidly expanding customer base. Your mission will be to provide best-in-class customer experiences that meet the unique needs of...


  • San Francisco, United States P. A.V. E. Full time

    [Full Time] Manager, Customer Success at Pave (United States) Manager, Customer Success Pave United States Date Posted: 31 Oct, 2022 Work Location: San Francisco, United States Salary Offered: Not Specified Job Type: Full Time Experience Required: 3+ years Remote Work: No Stock Options: No Vacancies: 1 available About Pave At Pave, we believe the world of...