{"id":1976402,"url":"https://alion.io/job/windfall-customer-solutions-engineer","title":"Customer Solutions Engineer","company":{"id":720754,"name":"Windfall","domain":"windfall.com","url":"https://alion.io/company/windfall-3","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"A","score":90,"open_postings":13,"ghost_share":0.077,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":210,"computed_at":"2026-10-12T06:55:09Z"}},"role":"Solutions","role_family":"Solutions","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["San Francisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":110000,"max":168000,"currency":"USD","period":"year","gross":null,"usd_annual":168000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"SQL","optional":false},{"name":"Microsoft Excel","optional":true}],"status":"live","first_seen_at":"2026-10-06T20:40:05Z","employer_posted_date":"2026-10-06","last_verified_at":"2026-10-13T00:08:23Z","board_verified":true,"closed_at":null,"days_open":6,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":5},"description":"As a Customer Solutions Engineer, you will be a strategic advisor for our product offering to customers, ensuring their success and maximizing their value from Windfall's solutions. You will take ownership of a book of business and guide them through the entire lifecycle from onboarding to expansion. Your role will also be instrumental in driving Windfall's growth by implementing scalable processes and helping customers realize value.\nWe’re on a mission to change how organizations perceive and use people data. And we hold 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.\nResponsibilities:\nOwn the end-to-end customer experience, with a focus on onboarding, implementation, and adoption, as well as best practices and growth\nPartner closely with customers to configure and integrate Windfall, troubleshooting technical and data issues with creativity and ownership\nLead customers through their adoption journey as they move past first value, teaching them how to broaden their usage across enhanced analytics and broader marketing initiatives\nProactively monitor account health, running interventions or saves when customers get stalled or are at risk of churn\nIdentify new opportunities within the customer base to add to their product package or expand their usage\nProactively manage relationships within customer teams, including multi-threading across departments and levels, and adapting to changes like new team hires and departures\nAct as the subject-matter expert on Windfall's product, helping customers implement best practices for data integration, segmentation, and ongoing monitoring of results so they get full value from the platform\nActively manage Annual Recurring Revenue (ARR) through active retention and identification of upsell opportunities \nDevelop and implement efficient processes to enhance customer engagement and satisfaction\nContribute to strategic projects and the Customer Solutions roadmap to drive continuous improvement\nPartner with other Windfall departments on internal enablement, webinars, and internal or customer-facing documentation\nLead efforts to validate and enhance the effectiveness of Windfall's offerings\nRequirements:\nBachelor’s degree\n3+ years in customer-facing roles in B2B SaaS, data, or consulting, with retention or expansion accountability\nWorking fluency with CRM data, matching, segmentation, and reporting; able to translate customer goals into configuration requirements. SQL is a plus, not a requirement.\nEstablished track record of building relationships and presenting to Directors, VPs, and C-level executives\nPassion for learning\nExperience with CRMs with a preference towards Salesforce and HubSpot\nPreferred Requirements:\nPrior startup experience, particularly in B2B SaaS or data companies\nComfort teaching customers in-product; strong deck skills are useful but decks are not the default customer experience\nIntermediate Excel skills\nFamiliarity with digital marketing and performance measurement\nWhat You Bring to Windfall:\nThrives in the challenges of startups, motivated by the opportunity for rapid learning and growth rather than a traditional 9-to-5 routine\nProactive problem-solver with a focus on delivering value to customers\nExemplary organizational skills and meticulous attention to detail, coupled with a commitment to task completion and thoroughness\nOutstanding verbal and written communication skills, capable of simplifying complex issues and adjusting communication styles for diverse audiences\nHighly analytical and adept at problem-solving\nTeam-oriented attitude, even in remote work settings. Contribute, share expertise, take accountability, and foster empathy in relationships\nCommercial instinct: knows the difference between a service request and an expansion conversation\nOrganized enough to carry a large book of business without letting follow-ups slip; directs work across teams rather than hoarding it","description_format":"text","description_chars":4055,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Artificial Intelligence","Nonprofits & Foundations"],"lifecycle":[{"event":"open","at":"2026-10-06T21:34:13Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":5,"expected_fill_days":210,"reasons":["conf:3","win:early"],"computed_at":"2026-10-12T06:55:09Z"},"pay":{"stated_usd_annual":168000,"is_top_pay":true},"html_url":"https://alion.io/job/windfall-customer-solutions-engineer","json_url":"https://alion.io/job/windfall-customer-solutions-engineer.json","meta":{"generated_at":"2026-10-13T01:11:53Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1710,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":720754},"rest":"https://alion.io/mcp/rest/get_company?id=720754"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwindfall-customer-solutions-engineer"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwindfall-customer-solutions-engineer"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwindfall-customer-solutions-engineer"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/windfall-customer-solutions-engineer\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwindfall-customer-solutions-engineer"}]}