Strategic Customer Solutions Architect

Windfall; San Francisco (CA); On-site; USD 110,000 - 168,000; Full time

Benefits offered by this job

Benefits package

Job summary

Windfall, a California-based people intelligence and AI company, is seeking a Customer Solutions Engineer in San Francisco to own a book of business from onboarding to expansion, ensuring customer value and guiding adoption across analytics and marketing.

You will configure integrations with Windfall, partner with customers, monitor ARR, identify upsell opportunities, and collaborate with internal teams to improve processes while maintaining exceptional communication with executives.

Qualifications

• 3+ years in customer-facing roles in B2B SaaS, data, or consulting.
• CRM data expertise and segmentation; SQL is a plus.
• Proven track record presenting to Directors, VPs, and executives.
• Strong learning mindset; experience with Salesforce or HubSpot.

Responsibilities

• Own end-to-end customer experience from onboarding to adoption and growth.
• Configure/integrate Windfall with customers and troubleshoot data issues.
• Lead adoption journey to expand usage across analytics and marketing.
• Monitor account health and intervene to prevent churn.
• Identify upsell opportunities and expand ARR.
• Collaborate with cross-functional teams and document best practices.
• Act as SME on Windfall product and data integration.
• Drive scalable processes to improve customer engagement.

Skills

CRM data expertise

Executive communication

Account management

Analytical problem solving

Cross-functional collaboration

Tools

Salesforce

HubSpot

Job description

Windfall, a California-based people intelligence and AI company, is seeking a Customer Solutions Engineer in San Francisco to own a book of business from onboarding to expansion, ensuring customer value and guiding adoption across analytics and marketing.

You will configure integrations with Windfall, partner with customers, monitor ARR, identify upsell opportunities, and collaborate with internal teams to improve processes while maintaining exceptional communication with executives.