Solutions Consultant

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

Job summary

Windfall is seeking a Solutions Consultant to work with our GTM and Product teams to close new business through solution expertise and advise customers on orchestrating new data workflows. You will be a trusted technical partner to sales and customer success, a hands-on problem-solver for prospects and customers, and the face of the product in demos.

You should enjoy solving problems and collaborating with others, with a strong understanding of the AdTech/MarTech ecosystem and comfort discussing

Qualifications

• Strong understanding of the AdTech/MarTech ecosystem.
• Ability to engage executive-level stakeholders and product leaders.
• Comfortable presenting to both technical and nontechnical audiences.
• Excellent communication and collaborative mindset.

Responsibilities

• Understand business problems to identify the best technical solution among options.
• Design and deliver workflows, tests, and POCs for prospects and customers; recommend new use cases.
• Partner with commercial sales and customer success as the technical arm of the relationship.
• Build deep relationships with client technical teams spanning sales to account life.
• Own the technical health of a book of customers; spot adoption gaps or churn risks.
• Develop expertise regarding internal tools and administration.
• Describe the structure, behavior, and other aspects of the technology to project stakeholders.
• Establish internal relationships with adjoining teams to ensure a seamless pre/post-sale experience.
• Advise teams on customer feedback on our product and collateral effectiveness.
• Document customer objectives, workflow diagrams, and success criteria.
• Lead the technical components of customer-facing presentations, including demos, QBRs, and renewal conversations.
• Conduct/post-mortems and assist with documentation.

Skills

Excellent communication

AdTech/MarTech knowledge

Stakeholder management

Problem solving

Job description

As a Solutions Consultant, you will work closely with our GTM and Product teams to close new business through solution expertise and advise customers on orchestrating new data workflows. For Windfall’s GTM motion, the Solutions Consultant will support several high impact workstreams.

You’ll be a trusted technical partner to sales and customer success, a hands‑on problem‑solver for prospects and customers alike, the face of the product in demos, and a champion for customer needs across our GTM strategy.

You should enjoy solving problems and collaborating with others, and have a strong understanding of the AdTech/MarTech ecosystem. You need to be comfortable working with executive‑level stakeholders and experienced product leaders, and be able to facilitate conversations with both technical and nontechnical audiences.

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.

Responsibilities:

• Understand business problems to find the best technical solution among all possible
• Design and deliver workflows, tests, and POCs for prospects and customers, and make recommendations for new use cases
• Partner with commercial sales and customer success as the technical arm of the relationship
• Build deep relationships with client technical teams that carry from the sales cycle through the life of the account
• Own the technical health of a book of customers, spotting adoption gaps or risks before they become churn
• Develop expertise regarding internal tools and administration
• Describe the structure, characteristics, behavior, and other aspects of the technology to project stakeholders
• Establish and maintain internal relationships with adjoining teams to ensure a seamless experience pre‑and post‑sale
• Advise teams on customer feedback on our product and effectiveness of collateral
• Document customer business objectives, workflow diagrams, and success criteria
• Lead the technical components of customer‑facing presentations, including demos, QBRs, and renewal conversations
• Conduct/participate in opportunity pre‑and post‑mortems, assisting with documentation