Customer Solutions Engineer: Growth & Onboarding

Praxy; San Francisco (CA); Remote; USD 120,000 - 180,000; Full time

Job summary

Windfall is seeking a Customer Solutions Engineer to act as a strategic advisor guiding customers from onboarding through expansion of Windfall’s solutions. You will own a book of business, drive adoption, and partner with multiple teams to ensure value is realized and ARR grows.

You will leverage experience in B2B SaaS, CRM data, and executive communication to deliver scalable processes, troubleshoot data issues, and lead customers through growth initiatives.

Qualifications

• 3+ years in customer-facing roles in B2B SaaS, data, or consulting.
• Working fluency with CRM data, matching, segmentation, and reporting; 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

Responsibilities

• 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

Skills

Book of business management

Executive stakeholder management

CRM data & reporting

Cross-functional collaboration

Onboarding & adoption

SQL (basic)

Salesforce

HubSpot

Retention & ARR growth

Communication skills

Tools

Salesforce

HubSpot

Job description

Windfall is seeking a Customer Solutions Engineer to act as a strategic advisor guiding customers from onboarding through expansion of Windfall’s solutions. You will own a book of business, drive adoption, and partner with multiple teams to ensure value is realized and ARR grows.

You will leverage experience in B2B SaaS, CRM data, and executive communication to deliver scalable processes, troubleshoot data issues, and lead customers through growth initiatives.