---
title: 'Technical Support Engineer at Windfall'
canonical: 'https://feeny.ai/job/technical-support-engineer-windfall-salt-lake-city-zga8y1gj65fk'
type: 'job'
last_seen: '2026-10-16'
---

# Technical Support Engineer at Windfall

- **Company:** Windfall
- **Location:** Salt Lake City, UT
- **Compensation:** $75k–$85k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-10-15
- **Last confirmed live:** 2026-10-16
- **Apply:** https://jobs.lever.co/windfalldata/d610fae0-2664-44e7-9e5f-94dae55a5723

## Job description

As a Technical Support Engineer at Windfall, you’ll own the customer support queue and the systems behind it. You’ll onboard new customers, configure accounts, map high-priority datasets, and resolve technical issues. Then you’ll ask the next question: why did this ticket happen, and how do we stop it from happening again? Sometimes the answer is a better help article. Sometimes it’s a product fix. More and more, it’s an AI workflow that answers the question before the customer has to ask. This role is a great fit if you’re early in your career, operations-minded, and curious about AI. It isn’t SQL-heavy or a deep engineering role. We want a resourceful problem-solver who likes data, sweats the details, and would rather fix a problem once than answer it a hundred times. 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.

## What You'll Do

- Own the support queue: triage, troubleshoot, and resolve inbound tickets in Pylon, and escalate crisply to Product or Engineering when needed
- Support new customer and user onboarding, and get them to first value fast
- Monitor data delivery queues and account and dataset health, and catch issues before customers do
- Support wealth analytics reports and match analysis workflows
- Find the root cause of recurring issues and fix it with an operational improvement (e.g., a playbook, a knowledge base article, product feedback, or AI automation)
- Build and improve AI workflows that deflect and auto-resolve common questions
- When a playbook doesn’t exist yet, build it, and document your work so every handoff is clean
- Keep accurate records in Pylon, Salesforce, and our internal knowledge base
- Turn customer feedback and bug patterns into clear input for the product roadmap

What Success Looks Like In Your First 90 Days

- You run the queue on your own with fast, reliable response times
- Each of the top recurring ticket types has a playbook, a help article, or an AI answer
- Product and Engineering see you as their clearest source of customer signal

## About You

- Operational mindset: when you see a repeated task, you want to fix it, template it, or automate it
- AI-curious: you already use tools like Claude or ChatGPT to work faster, and you want to build with them
- Detective instinct: you dig until you find the why, not just the what
- Adaptable communicator: you can switch easily between a frustrated customer, a busy engineer, and an executive
- Natural documenter: you write things down so others don’t have to ask (bonus points if you’re a Checklist Manifesto fan)
- Calm prioritizer: you separate the urgent from the noise, and you know when to solve something yourself and when to ask for help

## Requirements

- This is a full-time, onsite role in our South Jordan, UT office (5 days/week)
- 2+ years of professional experience, with 1+ years in technical support, RevOps or sales ops, data or marketing analysis, or another CRM-adjacent role, ideally in B2B SaaS
- Comfortable with CSVs, spreadsheets, and CRM data models (objects, records, fields)
- Experience with Salesforce, HubSpot, or a similar CRM
- Experience with a ticketing or support platform (Pylon, Zendesk, Intercom, or similar)
- Strong written and verbal communication
- Bachelor’s degree or equivalent experience

## Nice To Have

- Experience building AI workflows, automations (for example, Zapier), or bots
- Knowledge base or technical writing experience
- Light scripting or advanced spreadsheet formula skills
- Exposure to data matching, data enrichment, or nonprofit or financial services data

Additional Information:

The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across Utah. 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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