As a Manager of Commercial Customer Success, you will lead a team of Customer Success Managers (CSMs) focused on scaling the Commercial vertical within our business. You will manage and grow a team and build systems and processes to help scale the customer success organization at Windfall in the years to come.
We’re on a mission to change how organizations perceive and use people data. And we hold true to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Win When Our Customers Win; and (5) Act with integrity and trust.
Responsibilities:
- Scale the end-to-end customer experience, including onboarding, product adoption and usage and implementation of best practices and growth
- Train, develop, and mentor a team of 5 Customer Success Managers
- Leading our recruiting strategy to attract and hire high quality candidates
- Coach the team to deliver value for our customers by enabling them to use Windfall’s solution to meet their business objectives
- Coach the team to develop and execute a comprehensive Account Growth Strategy (e.g., land-and-expand strategies, value mapping) to significantly increase usage, adoption, and ultimately, lifetime value and revenue.
- Coach the team to identify new opportunities within our accounts, including potential for increased fundraising and enhanced analytics
- Lead Executive Business Reviews (EBRs) with client C-level/SVP sponsors, focused on quantifiable Return on Investment (ROI), realized business value, and alignment on future strategic objectives
- Coach the team to proactively manage relationships within customer’s teams, including multi-threading across departments and levels, and adapting to customer team hires and departures
- Serve as a trusted advisor and industry expert, translating Windfall's data intelligence into high-impact business outcomes for the customer.
- Develop internal playbooks and customer-facing content, including best practices guides and thought leadership pieces
- Develop and implement efficient processes to enhance customer engagement and satisfaction
- Lead strategic initiatives and influence the Customer Success roadmap by synthesizing the needs of our nonprofit customers and translating them into actionable organizational improvements.
- 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 through product feature requests, feedback and discussions
Requirements:
- At least 8 years of experience in analytical, customer-facing roles (e.g., customer success, consulting, solution consulting, implementations, growth strategy), with a minimum of 3 years leading Customer Success teams
- Experience developing success plans and orchestrating cross-functional dynamics to drive positive outcomes with customers
- Exceptional forecasting acumen and operational rigor, with proven experience identifying risk and growth signals to maintain forecast accuracy and drive commercial discussions.
- Demonstrated success with navigating large organizations, driving adoption and expansion, and cultivating executive relationships/sponsorship
- Deep understanding of how data intelligence impacts go-to-market strategies, specifically in areas like 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 (e.g. Salesforce or Hubspot)
- Strong presentation design and delivery skills
- Highly organized with good attention to detail
- Excellent verbal & written communication skills
Preferred Requirements:
- Bachelor's degree from a top-tier university, MBA a plus
- Background in marketing strategy
- Understanding of consumer financial data, signals of wealth
- Basic knowledge of data science
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
Compensation range:Skills Required
- At least 8 years of experience in analytical, customer-facing roles
- Minimum of 3 years leading Customer Success teams
- Experience with CRMs (e.g. Salesforce or Hubspot)
- Exceptional forecasting acumen and operational rigor
- Strong presentation design and delivery skills
What We Do
Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes. Powered by best-in-class machine learning and propensity modeling, Windfall activates insights into workflows that engage the right people for each respective organization. More than 800 data-driven organizations use Windfall to power their business.
