Strategic Customer Success Engineer

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

Job summary

Windfall is hiring a Customer Solutions Engineer to act as a strategic advisor, owning a book of business from onboarding to expansion and driving ARR growth. You will implement scalable processes, ensure customer value, and partner with other Windfall teams on enablement and documentation, while maintaining strong executive-level relationships.

The role emphasizes data integration, segmentation, and ongoing results monitoring, with a focus on renewals, upsells, and long-term customer success in

Qualifications

• Bachelor's degree required.
• 3+ years in customer-facing roles in B2B SaaS, data, or consulting.
• Fluent in CRM data handling and reporting; SQL is a plus.
• Proven ability to present to Directors, VPs and C-level executives.
• Experience with Salesforce and HubSpot preferred.

Responsibilities

• Own the end-to-end customer experience from onboarding to expansion.
• Configure Windfall with customers and troubleshoot data issues.
• Guide adoption and drive upsell opportunities.
• Monitor account health and intervene to prevent churn.
• Collaborate across teams on enablement and documentation.
• Lead strategic projects for continuous improvement.

Skills

Customer-facing

CRM data handling

SQL knowledge

Executive communication

Learning mindset

Education

Bachelor’s degree

Tools

Salesforce

HubSpot

Job description

Windfall is hiring a Customer Solutions Engineer to act as a strategic advisor, owning a book of business from onboarding to expansion and driving ARR growth. You will implement scalable processes, ensure customer value, and partner with other Windfall teams on enablement and documentation, while maintaining strong executive-level relationships.

The role emphasizes data integration, segmentation, and ongoing results monitoring, with a focus on renewals, upsells, and long-term customer success in