Customer Success Manager

Windfall; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Windfall is seeking a Customer Success Manager in San Francisco to enhance customer engagement and drive growth through effective relationship management. The role involves onboarding, optimizing platform usage, and proactively seeking upsell opportunities. Ideal candidates should possess strong analytical and communication skills, with a passion for delivering value.

Benefits

Medical insurance

Child care support

Paid maternity leave

Vision insurance

401(k)

Paid paternity leave

Qualifications

• 3+ years in customer-facing roles like consulting or customer success.
• Familiar with digital marketing and performance measurement.
• Experience with CRMs, especially Salesforce and HubSpot.

Responsibilities

• Own end-to-end customer experience from onboarding to expansion.
• Identify new opportunities and enhance customer engagement.
• Track and promote best practices for platform usage.

Skills

Analytical skills

Relationship building

Communication

Problem solving

Tools

Salesforce

HubSpot

Job description

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.

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 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:

• 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

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)

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

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service and General Business

• Industries

  Software Development

Referrals increase your chances of interviewing at Windfall by 2x

Inferred from the description for this job

Medical insurance

Child care support

Paid maternity leave

Vision insurance

401(k)

Paid paternity leave

Get notified about new Customer Success Manager jobs in San Francisco, CA.

San Francisco, CA $160,000 - $181,600 21 hours ago

Enterprise Customer Success Manager, AMER

Senior Customer Success Manager, Uber Transit

San Francisco, CA $99,000 - $122,000 10 hours ago

San Francisco, CA $114,000 - $143,000 3 days ago

Customer Success Manager - India (Remote)

Customer Success Manager- US/Canada (Remote)

Customer Success Manager - Strategic Accounts

Customer Success Manager, Enterprise, SafeBase

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.