--- title: 'Data & AI Specialist at Windfall' canonical: 'https://feeny.ai/job/data-ai-specialist-windfall-san-francisco-zt9sz4ap6ht1' type: 'job' last_seen: '2026-09-11' --- # Data & AI Specialist at Windfall - **Company:** Windfall - **Location:** San Francisco, CA - **Compensation:** $36–$40/hr - **Employment:** contract - **Work type:** onsite - **Posted:** 2026-03-03 - **Last confirmed live:** 2026-09-11 - **Apply:** https://jobs.lever.co/windfalldata/aa919b80-9247-4135-a356-c3f638c391d1 ## Job description This is your chance to break into the data & AI space and accelerate your career. As a Data & AI Specialist at Windfall, you'll be right at the center of the action: supporting the implementation of new Windfall customers, configuring their accounts, mapping real datasets, and making sure our platform runs smoothly for them every day. You'll take on both proactive and reactive data and technical support challenges, becoming the go-to problem-solver our customers rely on. If you want hands-on experience with real data, direct customer impact, and a fast-moving team that will invest in your growth, this is the role for you. This isn't a deeply technical or SQL-heavy position—we're looking for a resourceful problem-solver who thrives on finding answers, likes working with data, has incredible attention to detail, and is motivated by seeing customers succeed. This is a contract role for up to 6 months, with the ability to convert to a permanent employee depending on performance and business needs. 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: - Configure new customer accounts and map initial datasets - Monitor and support data delivery queues - Triage, troubleshoot, and resolve inbound support tickets, escalating to the appropriate team when needed - Support wealth analytics reports and match analyses workflows - Monitor account and dataset health, and address issues before they escalate - Collaborate with internal teams to report bugs, gather user feedback, and suggest feature improvements - Maintain accurate and thorough records of all account and support activity in Zendesk and Salesforce - Proactively follow up on open items to ensure timely resolution and a positive customer experience Requirements: - Bachelor's degree - 1+ years of experience in technical support, data/marketing analyst, or CRM-adjacent role, ideally in a tech or SaaS environment - Comfort working with data files (e.g., CSV), CRM data models (i.e., objects/records), and spreadsheets; no SQL or deep technical background required - Familiarity with Salesforce, HubSpot, or similar CRM/database platforms - A desire to grow your career and professional skillset at Windfall - Proven ability to adapt to shifting priorities and manage multiple tasks effectively - Exceptional communication skills, both written and verbal - Proven ability to analyze and resolve issues effectively - A positive attitude and a genuine desire to help customers succeed Preferred Qualifications: - Previous experience working for a high growth startup 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 - [Account Executive - Retail](https://feeny.ai/job/account-executive-retail-windfall-san-francisco-61bqcxzfyenh) — 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