---
title: 'Customer Solutions Engineer at Windfall'
canonical: 'https://feeny.ai/job/customer-solutions-engineer-windfall-san-francisco-912c43ak45x7'
type: 'job'
last_seen: '2026-10-16'
---

# Customer Solutions Engineer at Windfall

- **Company:** Windfall
- **Location:** San Francisco, CA
- **Compensation:** $110k–$168k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-10-06
- **Last confirmed live:** 2026-10-16
- **Apply:** https://jobs.lever.co/windfalldata/4697e53e-9b3d-449c-86b3-572754884711

## Job description

As a Customer Success Manager, you will be a strategic advisor for our product offering to customers, ensuring their success and maximizing their value from Windfall's solutions. You will take ownership of a book of business and guide them through the entire lifecycle – from onboarding to expansion. Your role will also be instrumental in driving Windfall's growth by implementing scalable processes. 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:

- 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

Requirements:

- 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

Preferred Requirements:

- Prior startup experience, particularly in B2B SaaS or data companies
- Comfort teaching customers in-product; strong deck skills are useful but decks are not the default customer experience
- Intermediate Excel skills
- Familiarity with digital marketing and performance measurement

What You Bring to Windfall:

- Thrives in the challenges of startups, motivated by the opportunity for rapid learning and growth rather than a traditional 9-to-5 routine
- Proactive problem-solver with a focus on delivering value to customers
- Exemplary organizational skills and meticulous attention to detail, coupled with a commitment to task completion and thoroughness
- Outstanding verbal and written communication skills, capable of simplifying complex issues and adjusting communication styles for diverse audiences
- Highly analytical and adept at problem-solving
- Team-oriented attitude, even in remote work settings. Contribute, share expertise, take accountability, and foster empathy in relationships
- Commercial instinct: knows the difference between a service request and an expansion conversation
- Organized enough to carry a large book of business without letting follow-ups slip; directs work across teams rather than hoarding it

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)

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