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Windfall · 1 day ago

Customer Success Manager

United States

Full-time

Remote

Mid Level

$110K/yr - $150K/yr

3+ years exp

Windfall is a people intelligence and AI company that provides actionable insights to go-to-market teams. The Customer Success Manager will act as a strategic advisor, ensuring customer success and maximizing value from Windfall's solutions while driving growth through scalable processes.

AnalyticsArtificial Intelligence (AI)Financial ServicesMachine LearningSoftware

Growth Opportunities

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

Partner 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

Qualification

Customer Success ManagementCRM ExperienceDigital MarketingAnalytical SkillsPowerPoint ProficiencyExcel ProficiencyPresentation SkillsRelationship BuildingProblem SolvingOrganizational SkillsCommunication SkillsTeam-oriented Attitude