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Customer Solutions Engineer

Windfall· Customer Solutions
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San Francisco, CA$110k - $168kFull-timePosted 2w ago

About the role

Strategic advisor for Windfall's product offering, owning a book of business from onboarding to expansion, driving customer value and scalable processes to support growth.

Responsibilities

  • Own the end-to-end customer experience, with a focus on onboarding, implementation, and adoption, as well as best practices and growth
  • Partner closely with customers to configure and integrate Windfall, troubleshooting technical and data issues with creativity and ownership
  • Lead customers through their adoption journey as they move past first value, teaching them how to broaden their usage across enhanced analytics and broader marketing initiatives
  • Proactively monitor account health, running interventions or saves when customers get stalled or are at risk of churn
  • Identify new opportunities within the customer base to add to their product package or expand their usage
  • Proactively manage relationships within customer teams, including multi-threading across departments and levels, and adapting to changes like new team hires and departures
  • Act as the subject-matter expert on Windfall's product, helping customers implement best practices for data integration, segmentation, and ongoing monitoring of results so they get full value from the platform
  • Actively manage Annual Recurring Revenue (ARR) through active retention and identification of upsell opportunities
  • Develop and implement efficient processes to enhance customer engagement and satisfaction
  • Contribute to strategic projects and the Customer Solutions roadmap to drive continuous improvement
  • Partner with other Windfall departments on internal enablement, webinars, and internal or customer-facing documentation
  • Lead efforts to validate and enhance the effectiveness of Windfall's offerings

Qualifications

  • Bachelor’s degree
  • 3+ years in customer-facing roles in B2B SaaS, data, or consulting, with retention or expansion accountability
  • Working fluency with CRM data, matching, segmentation, and reporting; able to translate customer goals into configuration requirements. SQL is a plus, not a requirement
  • Established track record of building relationships and presenting to Directors, VPs, and C-level executives
  • Passion for learning
  • Experience with CRMs with a preference towards Salesforce and HubSpot

Skills

Required:CRM data managementRelationship buildingOnboarding and adoptionARR managementCommunication

Benefits

  • Comprehensive benefits package (details on careers site)
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Windfall

Activate the Most Accurate People Data Powered by AI

Windfall is a people intelligence and AI company that gives go-to-market teams actionable data to find, engage, and convert their next best customers.

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