--- title: 'Solutions Engineer at Windfall' canonical: 'https://feeny.ai/job/solutions-engineer-windfall-san-francisco-1caq2pybv416' type: 'job' last_seen: '2026-09-11' --- # Solutions Engineer at Windfall - **Company:** Windfall - **Location:** San Francisco, CA - **Compensation:** $150k–$175k - **Employment:** full-time - **Work type:** onsite - **Posted:** 2026-07-10 - **Last confirmed live:** 2026-09-11 - **Apply:** https://jobs.lever.co/windfalldata/f331c56b-2b33-4341-8646-06e28d50e32a ## Job description As a Solutions Engineer on the commercial team, you will work closely with our Data Science, Enterprise Sales, and Executive team to close new business through solution expertise. For Windfall’s commercial sales motion, the role of the Solutions Engineer is multi-faceted. You will be a strategic advisor to our internal sales team, solutions architect for our prospects, a product representative for demos, and voice of the customer in driving our GTM strategy. You should enjoy solving problems and collaborating with others, and have a strong understanding of the AdTech/MarTech ecosystem. You need to be comfortable working with executive-level stakeholders and experienced product leaders, and can easily facilitate conversations with both technical and nontechnical audiences. 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: - Understand business problems to find the best technical solution among all possible - Design and deliver new workflows, tests, and POCs for clients, and make recommendations for new use cases - Partner with commercial sales as the technical arm of relationship selling - Develop deep relationships with the client’s technical teams and respect from their commercial organizations - Develop expertise regarding internal tools and administration - Define features, phases, and solution requirements, providing specifications according to which the solution is defined, managed, and delivered - Describe the structure, characteristics, behavior, and other aspects of the technology to project stakeholders - Establish & maintain internal relationships with adjoining teams to ensure the seamless external experience - Advise teams on customer feedback, PoV, and effectiveness of collateral - Document customer business objectives, workflow diagrams, and success criteria - Participate in the creation and delivery of customer-facing presentations (QBRs, Pitches, etc.) - Conduct/participate in opportunity pre- and post-mortems, assisting with documentation - Assist with account planning and whitespace analysis Requirements: - Minimum of 2+ years in an external client-facing role with great EQ is essential - Prior experience in Solution(s) Role or AdTech/MarTech/Data industry - Scrappiness. We don't have all the answers, but you'll need to find them - Basic computer science skills or interest in self-learning – Command-Line and SQL proficiency will jumpstart your time to value - Great communication skills internally and externally – Prompt response and action when needed, people rarely need to follow up with you - Startup personality: smart, ethical, friendly, cross-functional, hardworking, and proactive Preferred Qualifications: - Bachelors and/or Masters degree in a technical discipline (Computer Science, Technology, Engineering, Math) or another quantitative field - Ability to work in ambiguous environments with little direction - Technical experience with analytical tools, methodologies, and design - Willingness and desire to learn and adopt new skills - both technical and non-technical - to craft and deliver the best solutions 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 - [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