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

This is a job that Jill, our AI Recruiter, is recruiting for on behalf of one of our customers.

She will pick the best candidates from Jack's network.

The next step is to speak to Jack.

Job Title

Customer Success Manager

Salary

$110,000 - $168,000 + Equity

Company Description

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 Data, Inc. empowers go-to-market teams to intelligently prioritize resources and engage the right audiences to drive significant business outcomes.

Job Description

As a Customer Success Manager at Windfall Data, Inc., 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.

Location

San Francisco, USA

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.

What You Will Do

• 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.

The ideal candidate

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

Who are Jack & Jill?

Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support.

And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate.

How does this work?

• Jack's an AI agent for job searching and career coaching. He works for you.
• Jill is the AI recruiter working for the company. She recruits from Jack's network.
• If it's a match and the company wants to meet you, they'll make the intro. In the meantime, if you'd like, Jack will send you excellent alternatives.

We never post fake jobs

This isn't a trick. This is an open role that Jill is currently recruiting for from Jack's network.

Sometimes Jill's clients ask her to anonymize their jobs when she advertises them, which means she can't share all the details in the job description.

We appreciate this can make them look a bit suspect, but there isn't much we can do about it.

Give Jack a spin! You could land this role. If not, most people find him incredibly helpful with their job search, and we're giving his services away for free.