---
title: 'Product Delivery Expert at Windfall'
canonical: 'https://feeny.ai/job/product-delivery-expert-windfall-san-francisco-4jcpy4nttsvg'
type: 'job'
last_seen: '2026-10-16'
---

# Product Delivery Expert at Windfall

- **Company:** Windfall
- **Location:** San Francisco, CA
- **Compensation:** $110k–$150k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-10-09
- **Last confirmed live:** 2026-10-16
- **Apply:** https://jobs.lever.co/windfalldata/ba389b40-497a-4636-bd53-3ab45f94c7d7

## Job description

As a Product Delivery Expert, you will own fast, accurate, and reliable product delivery for Windfall's customers, making sure every data file, model score, and data integration lands on time and right the first time. Working daily in our delivery queues and partnering closely with Customer Solutions Engineers, you'll be the technical expert customers hear from when setup, data readiness, or delivery needs attention, joining calls to solve problems directly with the person doing the work. Your mission is to get customers to value quickly and keep them there, while spotting repetitive manual work and turning it into documented workflows, product feedback, and automation that help Windfall scale. This is a hands-on, customer-facing delivery role for someone with strong data fluency and a structured approach to troubleshooting. We’re on a mission to change how organizations perceive and use people data. And we hold 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 end-to-end product delivery for customers, verifying every delivery of data back to the customer
- Monitor and act on customer delivery queues daily, resolving manual-processing alerts and handling exceptions
- Proactively monitor recurring feeds and integrations to catch issues before customers notice them
- Partner with Customer Success Engineers on data readiness, dashboard setup, and delivery investigations
- Join customer calls for onboarding, file issues, data setup, transfers, and ongoing workflows, including pooled coverage for accounts without a dedicated Customer Solutions Engineer
- Own the human-in-the-loop steps that are part of the product experience and execute them accurately every time
- Triage and escalate delivery issues to Engineering with clear reproduction steps and impact, and close the loop with customers once resolved
- Identify repeat manual work, document the pattern, propose automation, and validate the fix with Product and Engineering
- Build and maintain delivery runbooks, QA checks, and customer guidance on file processing and integration changes
- Share delivery insights and patterns with CS and Product to improve processes across the team
- Drive faster time to value by helping new customers reach first value within their first 90 days and minimizing delivery delays, rework, and repeat exceptions, contributing to early NPS, customer health, and retention

Requirements:

- Bachelor’s degree
- 2+ years of experience in product operations, data operations, implementation, or a similar technical, customer-facing role
- Strong data fluency, including file structures, field mapping, record matching, and data quality
- A structured approach to troubleshooting: you form hypotheses, test them, and document what you find rather than trying random fixes
- Exceptional attention to detail and a process-minded approach to recurring work
- A track record of spotting patterns in manual work and turning them into repeatable workflows or systems
- Comfort joining customer calls and explaining technical issues clearly to both technical and non-technical audiences
- Ability to manage a daily queue of time-sensitive work while keeping quality high
- Clear written communication, especially for runbooks, process documentation, and customer guidance

Preferred Requirements:

- Prior startup experience, particularly in B2B SaaS or data companies
- Working knowledge of SQL
- Experience with data onboarding or identity resolution platforms
- Familiarity with file transfer methods and integrations

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 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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