---
title: 'Manager, Nonprofit Customer Success at Windfall'
canonical: 'https://feeny.ai/job/manager-nonprofit-customer-success-windfall-san-francisco-z88716as6gbt'
type: 'job'
last_seen: '2026-09-11'
---

# Manager, Nonprofit Customer Success at Windfall

- **Company:** Windfall
- **Location:** San Francisco, CA
- **Compensation:** $155k–$219k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-02-18
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.lever.co/windfalldata/ded06c96-a75a-4106-bb24-7d211fec1fee

## Job description

As a Manager of Nonprofit Customer Success, you will lead a team of Customer Success Managers (CSMs) focused on scaling the nonprofit vertical within our business. You will own a set of accounts, manage and grow a team, and build systems and processes to help scale the customer success organization at Windfall in the years to come.

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:

- Scale the end-to-end customer experience, including onboarding, product adoption, usage, and implementation of best practices and growth
- Train, develop, and mentor a team of 7 Customer Success Managers
- Leading our recruiting strategy to attract and hire high-quality candidates
- Coach the team to deliver value for our customers by enabling them to use Windfall’s solution to meet their business objectives
- Coach the team to develop and execute a comprehensive Account Growth Strategy (e.g., land-and-expand strategies, value mapping) to significantly increase usage, adoption, and ultimately, lifetime value and revenue
- Coach the team to identify new opportunities within nonprofit accounts, including potential for increased fundraising and enhanced analytics
- Lead Executive Business Reviews (EBRs) with client C-level/SVP sponsors, focused on quantifiable Return on Investment (ROI), realized business value, and alignment on future strategic objectives
- Coach the team to proactively manage relationships within customers’ teams, including multi-threading across departments and levels, and adapting to customer team hires and departures
- Serve as a trusted advisor and industry expert, translating Windfall's data intelligence into high-impact business outcomes for the client
- Develop internal playbooks and customer-facing content, including best practices guides and thought leadership pieces
- Develop and implement efficient processes to enhance customer engagement and satisfaction
- Lead strategic initiatives and influence the Customer Success roadmap by synthesizing the needs of our nonprofit customers and translating them into actionable organizational improvements
- 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 through product feature requests, feedback, and discussions

Requirements:

- At least 8 years of experience in analytical, customer-facing roles (e.g., customer success, consulting, solution consulting, implementations, growth strategy), with a minimum of 3 years leading Customer Success teams
- Experience developing success plans and orchestrating cross-functional dynamics to drive positive outcomes with customers
- Exceptional forecasting acumen and operational rigor, with proven experience identifying risk and growth signals to maintain forecast accuracy and drive commercial discussions
- Demonstrated success with navigating large organizations, driving adoption and expansion, and cultivating executive relationships/sponsorship
- Deep understanding of how data intelligence impacts go-to-market strategies, specifically in areas like digital marketing and performance measurement
- Established track record of building relationships and presenting to Directors, VPs, and C-level executives
- Passion for learning
- Experience with CRMs (e.g. Salesforce or Bloomerang)
- Strong presentation design and delivery skills
- Highly organized with good attention to detail
- Excellent verbal & written communication skills

Preferred Requirements:

- Bachelor's degree from a top-tier university, MBA a plus
- Background in nonprofit fundraising
- Understanding of consumer financial data, signals of wealth
- Basic knowledge of data science

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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