Senior Implementation Specialist

Windfalldata; San Francisco (CA); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Benefits package

Job summary

Windfall is seeking an Implementation Specialist to lead the technical onboarding of customers, integrating Windfall's solutions with client data and applications, and ensuring a smooth start.

You will collaborate with Solutions Engineering and Customer Success, communicating with technical and non-technical stakeholders, translating complex concepts into practical outcomes, and staying current with SaaS trends to drive client value.

Qualifications

• Bachelor's degree in a technical discipline and 2+ years in an external client-facing role.
• Excellent communication with technical and non-technical audiences.
• Ability to translate technical concepts into practical business outcomes.
• Willingness to learn new skills and adapt in ambiguous environments.
• Experience with data analysis and basic data science concepts.
• Familiarity with Martech/Adtech ecosystems is a plus.
• Experience in SaaS or DaaS environments preferred.

Responsibilities

• Own the technical implementation of Windfall's solutions for customers, focusing on data and applications.
• Maintain deep understanding of Windfall's solutions and applicability to customer needs.
• Serve as a technical guide and support for customers and internal teams.
• Collaborate with Customer Success to ensure customers hit the ground running and achieve success.
• Conduct customer data analysis to inform implementation strategies.
• Configure and run initial attribution based on customer data and KPIs.
• Resolve data and technical issues during onboarding.
• Develop application training and content for customers.
• Work with Product leadership to embed implementation processes into Windfall.

Skills

Strong communication

Client-facing

EQ

Collaboration

Self-learning

Startup mindset

Problem solving

Data analysis

Education

Bachelor's in Computer Science or related quantitative field

Tools

SQL

Job description

The Implementation Specialist is responsible for the technical implementation of Windfall's solutions, helping customers successfully integrate our platform with their data and applications. As a key member of the Solutions Engineering team, you'll partner closely with Customer Success to deliver a seamless onboarding experience, ensuring customers are set up for long-term success from day one.

This role is ideal for someone who enjoys solving complex technical challenges while building strong relationships with customers. You'll collaborate with executive stakeholders, product leaders, and cross-functional teams, confidently guiding conversations with both technical and non‑technical audiences. Success in this role requires strong communication skills, a collaborative mindset, and the ability to translate technical concepts into practical business outcomes.

We hold true 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; (5) Act with integrity and trust.

Key Responsibilities

• Accountable for the technical implementation of Windfall's solutions for customers, specifically with regards to data and applications
• Maintain a deep understanding of Windfall's solutions and how they can be applied to meet customers' needs
• Act as a subject matter expert, providing technical guidance and support to customers and internal teams
• Work closely with the Customer Success team to ensure customers hit the ground running and achieve success using Windfall's products:
• Conduct customer data analysis to better understand customer needs and inform implementation strategies
• Configure and run initial attribution based on knowledge of customer data and KPIs
• Resolve data and technical issues during the onboarding process
• Develop application training and content for customers
• Collaborate with Product leadership to build implementation processes into the Windfall application
• Stay up-to-date with industry trends and advancements in SaaS and DaaS technology
• Bachelors in a technical discipline (Computer Science, Technology, Engineering, Math) or another quantitative field
• 2+ years in an external client‑facing role with great EQ is essential
• Scrappiness – we don't have all the answers, but you'll need to find them
• Basic data science skills or interest in self‑learning (Command‑Line and SQL proficiency will jumpstart your time to value)
• Great communication skills internally and externally (Prompt response and action when needed, people rarely need to follow up with you)
• Startup personality: smart, ethical, friendly, cross‑functional, hardworking, and proactive
• Willingness and desire to learn and adopt new skills – both technical and non‑technical – in order to craft and deliver the best solutions
• Ability to work in ambiguous environments with little direction
• Technical experience with analytical tools, methodologies, and design
• Previous experience in the Martech/Adtech ecosystem
• Experience with our target verticals (financial services, retail, travel/hospitality)

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.

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.