Customer Solutions Engineer
- San Francisco, United States
- Posted
Join Windfall as a Customer Solutions Engineer, where you will be a strategic advisor for our product offering, guiding customers through the entire lifecycle from onboarding to expansion. You will take ownership of a book of business, drive Windfall's growth, and ensure customer success. This role requires excellent communication skills, a passion for learning, and a strong analytical mindset.
- Assurer le succès des clients en guidant leur parcours d'adoption et d'expansion des solutions Windfall.
- Gérer proactivement la santé des comptes, identifier les opportunités d'expansion et mettre en œuvre des processus évolutifs.
- Agir en tant qu'expert en la matière sur le produit Windfall, en aidant les clients à mettre en œuvre les meilleures pratiques.
- Bachelor’s degree
- Experience with CRMs with a preference towards Salesforce and HubSpot
- 3+ years in customer-facing roles in B2B SaaS, data, or consulting, with retention or expansion accountability
- Working fluency with CRM data, matching, segmentation, and reporting; able to translate customer goals into configuration requirements. SQL is a plus, not a requirement
- Passion for learning
- Established track record of building relationships and presenting to Directors, VPs, and C-level executives
- Organized enough to carry a large book of business without letting follow-ups slip; directs work across teams rather than hoarding it
- 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
- Thrives in the challenges of startups, motivated by the opportunity for rapid learning and growth rather than a traditional 9-to-5 routine
- Commercial instinct: knows the difference between a service request and an expansion conversation
- Team-oriented attitude, even in remote work settings. Contribute, share expertise, take accountability, and foster empathy in relationships
- Highly analytical and adept at problem-solving
- Proactive problem-solver with a focus on delivering value to customers
- Prior startup experience, particularly in B2B SaaS or data companies
- Comfort teaching customers in-product; strong deck skills are useful but decks are not the default customer experience
- Intermediate Excel skills
- Familiarity with digital marketing and performance measurement
USD 110,000 - 168,000
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