Customer Success Manager

Responsibilities

• Own end-to-end customer experience, including onboarding, product adoption and usage, implementation of best practices, and growth
• Identify new opportunities within the customer base, including potential for increased sales, enhanced analytics, and broader marketing initiatives
• Proactively manage relationships within customer teams, including multi-threading across departments and levels and adapting to changes like new team hires and departures
• Actively track, manage, and promote best practices regarding platform and data usage, including log-ins and data utilization
• Develop internal playbooks and customer-facing content, including best practices and thought leadership pieces
• Develop and implement efficient processes to enhance customer engagement and satisfaction
• Actively manage Annual Recurring Revenue (ARR) through active retention and identification of upsell opportunities
• Contribute to strategic projects and the Customer Success roadmap to drive continuous improvement
• Possess strong partnership with other Windfall departments on internal enablement, webinars, and internal or customer-facing documentation
• Lead efforts to validate and enhance the effectiveness of Windfall's offerings

Requirements

• Bachelor’s degree
• At least 3 years of experience in analytical, customer-facing roles (e.g., consulting, customer success, growth strategy, marketing)
• Familiarity with digital marketing and performance measurement
• Established track record of building relationships and presenting to Directors, VPs, and C-level executives
• Passion for learning
• Experience with CRMs with a preference towards Salesforce and HubSpot

Preferred Requirements

• Prior startup experience, particularly in B2B SaaS or data companies
• Proficiency in advanced PowerPoint (with high design standards) and intermediate Excel (including pivots)

Attributes of Successful Candidates

• Thrives in the challenges of startups, motivated by the opportunity for rapid learning and growth rather than a traditional 9-to-5 routine
• 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
• Highly analytical and adept at problem solving
• Team-oriented attitude. Contribute, share expertise, take accountability, and foster empathy in relationships

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 site