Manager, Customer Success - Nonprofit

Windfall; San Francisco (CA); On-site; USD 155,000 - 175,000; Full time

Benefits offered by this job

Equity

Comprehensive benefits package

Job summary

A leading AI-based people intelligence firm is seeking a Manager of Nonprofit Customer Success to lead a team focused on growing the nonprofit sector. Responsibilities include managing a team of Customer Success Managers, overseeing customer onboarding and adoption, and developing strategic initiatives to enhance customer engagement. The ideal candidate will have extensive experience in customer success, strong analytical skills, and a passion for helping organizations utilize data effectively. This role offers a competitive salary range of $155k - $175k plus equity.

Qualifications

• Minimum 8 years in analytical customer-facing roles.
• 3+ years leading Customer Success teams.
• Proven ability to drive customer outcomes and adoption.

Responsibilities

• Lead a team responsible for scaling nonprofit customer success.
• Own and manage a set of key accounts.
• Oversee training and development of Customer Success Managers.

Skills

Analytical skills

Customer relationship management

Team leadership

Presentation skills

Detail-oriented

Education

Bachelor's degree from a top-tier university

MBA

Tools

Salesforce

Bloomerang

Job description

As a Manager of Nonprofit Customer Success, you will lead a team of Customer Success Managers (CSMs) focused on scaling the nonprofit vertical within our business. You will own a set of accounts, manage and grow a team, and build systems and processes to help scale the customer success organization at Windfall in the years to come.

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:

• Scale the end-to-end customer experience, including onboarding, product adoption, usage, and implementation of best practices and growth
• Train, develop, and mentor a team of 7 Customer Success Managers
• Leading our recruiting strategy to attract and hire high-quality candidates
• Coach the team to deliver value for our customers by enabling them to use Windfall’s solution to meet their business objectives
• Coach the team to develop and execute a comprehensive Account Growth Strategy (e.g., land-and-expand strategies, value mapping) to significantly increase usage, adoption, and ultimately, lifetime value and revenue
• Coach the team to identify new opportunities within nonprofit accounts, including potential for increased fundraising and enhanced analytics
• Lead Executive Business Reviews (EBRs) with client C-level/SVP sponsors, focused on quantifiable Return on Investment (ROI), realized business value, and alignment on future strategic objectives
• Coach the team to proactively manage relationships within customers’ teams, including multi-threading across departments and levels, and adapting to customer team hires and departures
• Serve as a trusted advisor and industry expert, translating Windfall's data intelligence into high-impact business outcomes for the client
• 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
• Lead strategic initiatives and influence the Customer Success roadmap by synthesizing the needs of our nonprofit customers and translating them into actionable organizational improvements
• 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 through product feature requests, feedback, and discussions

Requirements:

• At least 8 years of experience in analytical, customer-facing roles (e.g., customer success, consulting, solution consulting, implementations, growth strategy), with a minimum of 3 years leading Customer Success teams
• Experience developing success plans and orchestrating cross-functional dynamics to drive positive outcomes with customers
• Exceptional forecasting acumen and operational rigor, with proven experience identifying risk and growth signals to maintain forecast accuracy and drive commercial discussions
• Demonstrated success with navigating large organizations, driving adoption and expansion, and cultivating executive relationships/sponsorship
• Deep understanding of how data intelligence impacts go-to-market strategies, specifically in areas like 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 (e.g. Salesforce or Bloomerang)
• Strong presentation design and delivery skills
• Highly organized with good attention to detail

Preferred Requirements:

• Bachelor's degree from a top-tier university, MBA a plus
• Background in nonprofit fundraising
• Understanding of consumer financial data, signals of wealth
• Basic knowledge of data science

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 $155k - $175k + Equity

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.

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