Customer Success Manager ($110k-$168k + Equity) at Windfall Data, Inc.

Windfall Data, Inc. is a Series B people-intelligence and AI company based in San Francisco, serving over 1,500 customers. By democratizing access to people data and using machine learning, Windfall empowers go-to-market teams to intelligently prioritize resources and engage the right audiences to drive significant business outcomes.

About the role

As a Customer Success Manager at Windfall Data, you will act as a strategic advisor for 1,500+ customers, managing the end-to-end lifecycle from onboarding to expansion. You will multi-thread relationships across departments, identify growth opportunities, and implement scalable processes. This high-impact, on-site role in San Francisco directly influences the company’s retention and expansion strategy.

Why this role is remarkable

• Join a Series B category leader transforming how 1,500+ organizations, including top-tier enterprises, leverage people intelligence and AI for go-to-market success.
• Engage in high-level strategic advisory work, presenting directly to Directors, VPs, and C-level executives while influencing the product’s core Customer Success roadmap.
• Thrive in a high-growth startup environment that offers a significant compensation package, equity, and the opportunity to build foundational playbooks for a scaling business.

Responsibilities

• Own the end-to-end customer experience for a dedicated book of business, driving product adoption, implementation of best practices, and long-term retention.
• Identify and execute expansion opportunities through active multi-threading across customer departments to grow Annual Recurring Revenue (ARR) and identify upsell potential.
• Collaborate cross-functionally with product, sales, and marketing teams to develop internal enablement materials, customer-facing playbooks, and thought leadership content.

Requirements

• At least 3 years of experience in analytical, customer-facing roles such as consulting, customer success, or growth strategy, ideally within B2B SaaS.
• Proven track record of managing complex executive relationships and presenting data-driven insights to C-suite stakeholders using Salesforce or HubSpot.
• Highly analytical mindset with proficiency in advanced PowerPoint and Excel to simplify complex people-data issues into actionable business strategies.

Pay

$110,000 – $168,000 + equity

Location

San Francisco, USA (on-site)