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The leading provider of actionable consumer financial data.

Enterprise Customer Success Manager

$110k – $150k AngelList Est.
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Windfall is modeling out the net worth of affluent US households. We are used by 400+ organizations to help identify, understand, and engage these consumers.

As an Enterprise Customer Success Manager at Windfall, you will be the front line of the Windfall customer success team. You will help drive the entire customer lifecycle with our VP of Business Development and CEO and align yourself closely with our product management organization. This includes onboarding new customers, educating existing customers on best practices, and making sure that our customers are actively engaged. You will be working with our largest and most important customers from emerging startups to Fortune 500 companies with mostly C-suite executives. 

You will be one of the first dedicated Customer Success Managers on the team. Are you ready to make Windfall's customer base super successful.


Responsibilites
* Oversee the onboarding of new accounts and ensure successful implementation for the lifetime of the account
* Help our product and engineering team continue to deliver new products at the highest quality 
* Proactively reach out to customers with ideas and solutions on how to leverage our product to improve their internal processes, workflows, and customer acquisition
* Build relationships with C-level executives and maintain the health of your accounts
* Work with Windfall's executive team to build and shape the customer success organization

Requirements
* 4+ years of experience in Customer Success in a SaaS or Data company (or equivalent experience in client facing roles); 8+ years of overall experience 
* You are a self-starter that anticipates requests and doesn’t need a lot of oversight 
* Great problem solving skills, taking a consultative approach to find the best solution 
* Excellent verbal & written communication skills. You can explain complex issues in simple terms and adapt your tone for different users 
* Comfortable giving presentations to groups of any size 
* Strong Excel skills (formulas, pivot tables, etc) 
* B.A. or B.S. Degree from a top-tier university

Preferred
* Understanding of wealth and consumer financial profiles (industry compensation, stock markets, various asset classes, etc) 
* Knowledge of data science principles
* Familiarity with CRMs (Salesforce, etc.) 
* Fundamental understanding in marketing metrics / technologies
* MBA is a significant plus
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Healthcare benefits

Retirement benefits

Parental leave

Company meals

Commuter benefits

+2 more

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