---
title: 'Account Executive - Retail at Windfall'
canonical: 'https://feeny.ai/job/account-executive-retail-windfall-san-francisco-61bqcxzfyenh'
type: 'job'
last_seen: '2026-09-11'
---

# Account Executive - Retail at Windfall

- **Company:** Windfall
- **Location:** San Francisco, CA
- **Compensation:** $240k–$280k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-08-24
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.lever.co/windfalldata/b30081f4-971a-41c1-a897-68af760383f5

## Job description

We are growing our Commercial Sales team at Windfall! As an Account Executive, you will be the face of our sales organization, owning the full sales cycle and selling our industry-leading data enrichment offerings through a consultative, value-based selling approach. Windfall's wealth data powers high-impact use cases across industries, helping companies identify high-net-worth customers, personalize outreach, strengthen loyalty programs, and grow their customer base at scale. As an Account Executive on the Retail team, you will be responsible for driving new business within Windfall's Retail division, building upon Windfall's growing list of customer logos across luxury and premium retail. Each deal will be approached with care, using a custom methodology that is complex and consultative in nature, and will require selling into marketing, clienteling, and CRM personas who care deeply about the customer experience their brand delivers. We’re on a mission to change how organizations perceive and use people data. And we hold true 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:

- Research prospective customers and execute strategic outreach into ideal luxury and premium retail accounts
- Build pipeline through outbound prospecting, attending trade shows and retail/CRM industry events, and leveraging online platforms to identify and engage potential clients
- Use consultative selling techniques to offer a unique perspective on each customer's business; understand pain points across marketing, clienteling, and CRM functions, and sell solutions
- Collaborate cross-functionally with Solutions Engineering, Revenue Operations, and Sales leadership to ensure the ideal customer solution with the Windfall platform
- Independently build presentation decks and conduct prospective customer research to present at the executive level with polish, poise, and confidence
- Diligently manage pipeline to ensure quota attainment on a consistent basis
- Negotiate, structure, price, and efficiently close deals

Requirements:

- Bachelor’s degree
- Minimum of 3 years at the Account Executive level, with consultative technology sales experience with a verified track record of exceeding quota
- Direct experience selling to luxury or premium retail brands
- Extensive understanding of data and its many applications/use cases in retail — customer 360, personalization, clienteling
- Ambitious, driven, and detail-oriented, with an ability to manage time effectively
- Strong written and verbal communication skills
- Must be able to remain focused in the face of many competing interests
- Extensive experience with outbound prospecting, cultivating and multi-threading accounts, and building a robust pipeline
- Extensive experience with sales tools - Salesforce, Outreach/Groove, LinkedIn, ZoomInfo, etc.

Preferred Qualifications:

- Bachelor's degree from a top-tier university
- Experience selling in a high-growth startup environment
- Solid understanding of retail marketing, clienteling, and data analytics
- Understanding of the clienteling and retail CRM ecosystem — familiarity with platforms such as Salesfloor, Endear, Tulip Retail, or similar
- Understanding of CRM technology & APIs
- Existing relationships within luxury or premium retail marketing, clienteling, or CRM teams

Additional Information:

The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across California. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. We also offer a comprehensive benefits package, which you can explore on our [careers](https://www.windfall.com/careers) site

Compensation range:

## About Windfall

Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes. Powered by best-in-class machine learning and artificial intelligence, Windfall activates insights into workflows that engage the right people for each respective organization. More than 1,500 data-driven organizations use Windfall to power their business. For more information, please visit www.windfall.com.

We comply with CCPA. For more information on how we comply, review our privacy notice.

Windfall is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

We may use AI tools to assist parts of the hiring process, such as reviewing applications or analyzing resumes. These tools assist our team and do not replace human judgment. Final hiring decisions are made by people.

## About Windfall

## Company Overview
- **One-liner**: Windfall provides a people intelligence and AI platform that helps go-to-market teams personalize workflows with accurate wealth and career data.
- **Entity Type**: Private (Series A / later-stage; $65M raised from Morgan Stanley Expansion Capital in 2025)
- **Headquarters**: San Francisco, California, USA (with offices in Denver, Colorado and Lehi, Utah)
- **Founded**: 2016
- **Founders**: Arup Banerjee (CEO) and Dan Stevens (COO)

## Core Business
- **Primary Industry**: People intelligence, data analytics, AI-powered go-to-market solutions
- **Target Customers**: B2B – sales, marketing, and account management teams across commercial and nonprofit organizations; 1,500+ customers
- **Mission**: “Change how organizations perceive and use people data.” Vision: democratize access, workflows, and insights on people.

## Products & Services
- **Wealth Screening**: Identifies top prospects and customers by layering accurate wealth and financial data onto CRM/database records.
- **Career Intelligence**: Provides up-to-date career data (job changes, titles, company moves) to keep prospect profiles current.
- **AI Solutions (Predictive & Generative)**: Segmentation, propensity modeling, and personalized outreach recommendations to drive higher conversion rates.
- **Reporting & Analytics**: Cross-departmental reporting tools that measure impact across sales, marketing, and account management.

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: Total capital raised – $100M+ (includes $65M from Morgan Stanley Expansion Capital in 2025, earlier rounds from Bullpen Capital and En Pointe Capital)
- **Notable Investors/Partners**: Morgan Stanley Expansion Capital (lead investor in latest round), Bullpen Capital (seed), En Pointe Capital (Series A)
- **Growth Signals**: 1,500+ customers (up from 800+ in 2023); 100+ team members; three offices (San Francisco, Denver, Lehi); 500% growth in first three years before seed round

## Competitive Advantages
- **Data Accuracy**: Founders built the company to solve pervasive inaccuracies in legacy consumer financial data, using more frequent updates and better sources.
- **AI & ML DNA**: Machine learning and propensity modeling have been core since day one, not an afterthought.
- **Purpose-Built Solutions**: Dedicated solutions for nonprofits, commercial teams, and specific industries, enabling quick time-to-value.
- **Workflow Integration**: AI insights are activated directly into existing go-to-market workflows, not just delivered as reports.

## Strategic Focus
- **Data Expansion**: Continuing to expand the dataset beyond affluent individuals to cover all people in the US.
- **AI Investment**: Heavy investment in predictive and generative AI to drive personalization at scale.
- **Market Reach**: Growing across commercial, nonprofit, and new verticals; recent $65M raise earmarked for growth and AI investments.
- **Product Development**: Expanding SaaS application capabilities and deepening CRM integrations.

## Why Work Here
- **Culture**: High-energy, customer-obsessed environment guided by core values (be an excellent communicator, operate with transparency, provide leverage not optimization, win when customers win, act with integrity and trust).
- **Remote/Hybrid/Office**: Offices in San Francisco, Denver, and Lehi. The company holds bi-weekly all-hands, weekly team kick-offs, and regular events (annual kick-off, sales kick-off, team building). Policy is likely hybrid or in-office, though not explicitly stated as fully remote.
- **Perks & Benefits**:
  - **Financial**: Competitive compensation, performance bonuses, stock options for all employees.
  - **Health**: Medical, dental, and vision insurance; long-term disability and life insurance.
  - **Family**: Generous paid parental leave, paid sick and volunteer days, floating holidays.
  - **Workplace**: Commuter benefits, pet-friendly office, fully-stocked kitchen.
  - **Development**: Women in Tech mentorship program, professional development opportunities.
- **Engineering Culture**: Values data science and AI innovation; engineering roles include backend (varying levels) and product management. Team size is ~100+ with room to scale.

## Sources
1. [windfall.com/careers](https://www.windfall.com/careers)
2. [windfall.com](https://www.windfall.com/)
3. [windfall.com/company/about-us](https://www.windfall.com/company/about-us)
4. [builtin.com/company/windfall](https://builtin.com/company/windfall)
5. [windfall.com/company/leadership](https://www.windfall.com/company/leadership)

## Other roles at Windfall

- [Account Executive - Financial Services](https://feeny.ai/job/account-executive-financial-services-windfall-san-francisco-8pceygy031jh) — San Francisco, CA
- [Senior Product Manager - Data](https://feeny.ai/job/senior-product-manager-data-windfall-san-francisco-2qffd9fckag2) — San Francisco, CA
- [Solutions Consultant](https://feeny.ai/job/solutions-consultant-windfall-san-francisco-wpk6rh6jqeyb) — San Francisco, CA
- [Solutions Engineer](https://feeny.ai/job/solutions-engineer-windfall-san-francisco-1caq2pybv416) — San Francisco, CA
- [Senior Implementation Specialist](https://feeny.ai/job/senior-implementation-specialist-windfall-san-francisco-hg630ngnp2cs) — San Francisco, CA
- [Product Marketing Manager](https://feeny.ai/job/product-marketing-manager-windfall-san-francisco-whwt9wycmr40) — San Francisco, CA
- [Field Marketing Manager](https://feeny.ai/job/field-marketing-manager-windfall-san-francisco-cr8nz7htppvp) — San Francisco, CA
- [Senior Data Engineer](https://feeny.ai/job/senior-data-engineer-windfall-san-francisco-3sn9vy4xsxfm) — San Francisco, CA
- [Software Engineer - Backend (Varying Levels)](https://feeny.ai/job/software-engineer-backend-varying-levels-windfall-san-francisco-kdzr8g3qy3jy) — San Francisco, CA
- [Data & AI Specialist](https://feeny.ai/job/data-ai-specialist-windfall-san-francisco-zt9sz4ap6ht1) — San Francisco, CA