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Customer Success Manager
| Company | Windfall |
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| Location | San Francisco, CA, USA |
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| Salary | $90000 – $130000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level |
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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
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
Preferred Qualifications
- Prior startup experience, particularly in B2B SaaS or data companies
- Proficiency in advanced PowerPoint (with high design standards) and intermediate Excel (including pivots)
