Strategic Customer Solutions Engineer

Windfalldata; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Windfall is seeking a Customer Solutions Engineer to act as a strategic advisor, guiding a book of business from onboarding through expansion. The role focuses on configuring Windfall solutions, troubleshooting data issues, and driving adoption across analytics and marketing initiatives.

You will manage relationships across departments, monitor ARR health, and pursue upsell opportunities while delivering value-driven enablement and best practices to clients.

Qualifications

• 3+ years in customer-facing roles in B2B SaaS, data, or consulting.
• Experience translating customer goals into configuration requirements; CRM data fluency is a plus.
• Proven track record building relationships and presenting to Directors, VPs, and C-level executives.

Responsibilities

• Own end-to-end customer experience from onboarding to adoption and growth.
• Configure and integrate Windfall; troubleshoot data issues with ownership.
• Lead adoption journeys and broaden usage across analytics and marketing initiatives.
• Monitor account health and intervene to prevent churn; identify upsell opportunities.
• Develop scalable processes to enhance customer engagement and satisfaction.

Skills

Customer-facing SaaS

C-level presentations

CRM data analysis

SQL knowledge

Excel skills

Digital marketing familiarity

Startup mindset

Problem-solving

Excellent communication

Education

Bachelor's degree

Tools

Salesforce

HubSpot

Job description

Windfall is seeking a Customer Solutions Engineer to act as a strategic advisor, guiding a book of business from onboarding through expansion. The role focuses on configuring Windfall solutions, troubleshooting data issues, and driving adoption across analytics and marketing initiatives.

You will manage relationships across departments, monitor ARR health, and pursue upsell opportunities while delivering value-driven enablement and best practices to clients.