Customer Solutions Engineer

Windfalldata; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Windfall is seeking a Customer Solutions Engineer to act as a strategic advisor, guiding a book of business from onboarding through expansion. The role focuses on configuring Windfall solutions, troubleshooting data issues, and driving adoption across analytics and marketing initiatives.

You will manage relationships across departments, monitor ARR health, and pursue upsell opportunities while delivering value-driven enablement and best practices to clients.

Qualifications

• 3+ years in customer-facing roles in B2B SaaS, data, or consulting.
• Experience translating customer goals into configuration requirements; CRM data fluency is a plus.
• Proven track record building relationships and presenting to Directors, VPs, and C-level executives.

Responsibilities

• Own end-to-end customer experience from onboarding to adoption and growth.
• Configure and integrate Windfall; troubleshoot data issues with ownership.
• Lead adoption journeys and broaden usage across analytics and marketing initiatives.
• Monitor account health and intervene to prevent churn; identify upsell opportunities.
• Develop scalable processes to enhance customer engagement and satisfaction.

Skills

Customer-facing SaaS

C-level presentations

CRM data analysis

SQL knowledge

Excel skills

Digital marketing familiarity

Startup mindset

Problem-solving

Excellent communication

Education

Bachelor's degree

Tools

Salesforce

HubSpot

Job description

As a Customer Solutions Engineer, 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 and helping customers realize value.

We’re on a mission to change how organizations perceive and use people data. And we hold to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Win When Our Customers Win; and (5) Act with integrity and trust.

• Own the end-to-end customer experience, with a focus on onboarding, implementation, and adoption, as well as best practices and growth
• Partner closely with customers to configure and integrate Windfall, troubleshooting technical and data issues with creativity and ownership
• Lead customers through their adoption journey as they move past first value, teaching them how to broaden their usage across enhanced analytics and broader marketing initiatives
• Proactively monitor account health, running interventions or saves when customers get stalled or are at risk of churn
• Identify new opportunities within the customer base to add to their product package or expand their usage
• Proactively manage relationships within customer teams, including multi-threading across departments and levels, and adapting to changes like new team hires and departures
• Act as the subject-matter expert on Windfall's product, helping customers implement best practices for data integration, segmentation, and ongoing monitoring of results so they get full value from the platform
• Actively manage Annual Recurring Revenue (ARR) through active retention and identification of upsell opportunities
• Develop and implement efficient processes to enhance customer engagement and satisfaction
• Contribute to strategic projects and the Customer Solutions 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
• 3+ years in customer-facing roles in B2B SaaS, data, or consulting, with retention or expansion accountability
• Working fluency with CRM data, matching, segmentation, and reporting; able to translate customer goals into configuration requirements. SQL is a plus, not a requirement.
• 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
• Comfort teaching customers in-product; strong deck skills are useful but decks are not the default customer experience
• Intermediate Excel skills
• Familiarity with digital marketing and performance measurement
• Thrives in the challenges of startups, motivated by the opportunity for rapid learning and growth rather than a traditional 9-to-5 routine
• Proactive problem-solver with a focus on delivering value to customers
• 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
• Commercial instinct: knows the difference between a service request and an expansion conversation
• Organized enough to carry a large book of business without letting follow-ups slip; directs work across teams rather than hoarding it

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

Compensation range:

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 artificial intelligence, Windfall activates insights into workflows that engage the right people for each respective organization. More than 1,500 data-driven organizations use Windfall to power their business. For more information, please visit

www.windfall.com

We comply with CCPA. For more information on how we comply, review our privacy notice.

Windfall is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

We may use AI tools to assist parts of the hiring process, such as reviewing applications or analyzing resumes. These tools assist our team and do not replace human judgment. Final hiring decisions are made by people.