Customer Success Manager at Windfall Data | San Francisco

Join Windfall Data as a Customer Success Manager and become a vital strategic partner for our clients. In this role, you will ensure that customers derive maximum value from our innovative people data solutions. You will manage a portfolio of clients, guiding them through each stage of their journey, from onboarding to expansion. Your efforts will be pivotal in fostering Windfall’s growth through the establishment of scalable processes.At Windfall, we are dedicated to transforming how organizations utilize people data, grounded by our core values: (1) Communicate effectively; (2) Maintain transparency; (3) Focus on providing leverage, not just optimization; (4) Strive to make a meaningful impact daily; and (5) Uphold integrity and trust.

At Windfall, we view data as more than just a resource; it is the cornerstone of our product. Our mission is to democratize access to advanced people insights, fundamentally transforming how organizations understand and connect with their audiences. By utilizing our extensive and proprietary data ecosystem, we enable non-profits to surpass their fundraising objectives and commercial enterprises to optimize their marketing ROI through data-driven precision and intelligence.We are seeking a passionate Data Analyst to help us fully leverage our unique data assets. In this pivotal role, you will work closely with a skilled cross-functional team of engineers and data scientists to tackle complex challenges, enhance your analytical capabilities, and create significant value for our clients.Join us on our journey to redefine how organizations perceive and utilize people data, guided by our core values: (1) Communicate excellently; (2) Act with transparency; (3) Provide leverage, not just optimization; (4) Make a meaningful impact every day; and (5) Uphold integrity and trust in all our actions.

Join Windfall as a passionate Data & AI Specialist, where you will be the primary point of contact for our nonprofit clients seeking assistance with our innovative solutions. In this dynamic role, you will master Windfall’s offerings and provide invaluable support and insights to diverse organizations. We are looking for a creative problem-solver who excels at uncovering solutions, possesses exceptional attention to detail, and is driven by the success of our customers.At Windfall, our mission is to revolutionize the way organizations understand and utilize people data. We are committed to upholding our core values: (1) Communicate effectively; (2) Foster transparency; (3) Offer leverage over mere optimization; (4) Make a positive impact daily; and (5) Uphold integrity and trust.

As a Strategic Customer Success Manager, you will play a pivotal role in ensuring the health, retention, and growth of Windfall’s most significant and high-value accounts. Acting as the primary strategic partner for clients, you will drive executive-level alignment and maximize their lifetime value, promoting strategic adoption and fostering a robust partnership with Windfall. You will oversee the complete customer lifecycle, from onboarding to long-term growth strategies, while coordinating cross-functional efforts with your colleagues in Sales, Implementation, and Product. You will hold direct responsibility for the Annual Recurring Revenue (ARR) and Net Revenue Retention (NRR) of your designated portfolio.Join us in our mission to transform how organizations perceive and utilize people data. We are committed to our core values: (1) Communicate effectively; (2) Operate transparently; (3) Provide leverage instead of just optimization; (4) Make a positive impact every day; and (5) Act with integrity and trust.

At Windfall, we are dedicated to revolutionizing how organizations understand and utilize people data. Our advanced SaaS and AI platform empowers nonprofits and commercial entities to identify, comprehend, and engage with their most valuable prospects through top-tier data solutions.As a Market Development Specialist, you will be an essential link between our marketing initiatives and the sales team, significantly contributing to the acceleration of our revenue pipeline. Your primary responsibility will be to diligently follow up on, nurture, and qualify all inbound leads generated from our various marketing channels. This role is crucial for ensuring our sales team interacts exclusively with the most promising and best-prepared prospects.This is not an entry-level position. We seek a candidate with a proven track record in generating pipelines, crafting converting sequences, and operating independently at the top of the funnel. Ideal for a driven, intellectually curious professional eager to bridge the gap between human persuasion and AI-driven outreach. You will take charge of the top of our funnel by pursuing high-intent leads, managing post-event follow-ups, engaging AI-sourced accounts, and ensuring our sales team focuses their efforts where they matter most: in conversations with qualified opportunities. If you thrive on compelling copy, are eager to explore how AI is transforming go-to-market strategies, and are motivated to help build something impactful from the ground up, we encourage you to apply.Our mission is to redefine how organizations perceive and utilize people data, anchored in our core values: (1) Communicate excellently; (2) Operate transparently; (3) Provide leverage, not just optimization; (4) Make a meaningful difference daily; (5) Act with integrity and trust.

Join Windfall as a Product Operations Analyst, reporting directly to our VP of Product at our San Francisco headquarters. Collaborate with engineering, data science, and customer success teams to enhance internal processes, conduct analyses, and craft presentations that effectively communicate your findings to stakeholders.This position provides an excellent opportunity to hone your analytical skills while working alongside a talented team of Analysts, Data Scientists, and Engineers. Your contributions will generate meaningful insights that empower non-profits to surpass their donation targets and enable commercial companies to maximize their marketing ROI.At Windfall, we aim to transform how organizations leverage people data. We uphold our core values: (1) Communicate effectively; (2) Operate transparently; (3) Provide leverage instead of merely optimizing; (4) Make a daily impact; and (5) Act with integrity and trust.

Join our dynamic team at Windfall Data as the Manager of Nonprofit Customer Success, where you will spearhead a dedicated group of Customer Success Managers (CSMs) aimed at expanding our nonprofit sector initiatives. You will take charge of a portfolio of accounts while fostering team growth and establishing robust systems and processes to enhance the customer success framework at Windfall for the future.Our mission is to revolutionize the way organizations understand and utilize people data. We are committed to our core values: (1) Exceptional communication; (2) Transparency in operations; (3) Providing leverage rather than just optimization; (4) Making a positive impact every day; and (5) Upholding integrity and trust.

About Lumafield:Founded in 2019, Lumafield is on a mission to transform the landscape of manufacturing. Our team of seasoned engineers brings extensive expertise across the product development cycle, addressing the frustrations associated with the high costs and complexities of modern manufacturing. We aim to enhance this process.Engineers make crucial, multi-million dollar decisions daily, and require tools that provide unparalleled insight into their products. Lumafield offers exceptional visibility and AI-driven tools that not only pinpoint issues but also generate valuable quantitative data, poised to revolutionize the creation, manufacturing, and utilization of complex products across various sectors. Our journey started with industrial CT scanning, an underutilized yet invaluable tool that facilitates rapid, non-destructive inspection of essential components.We have reengineered the entire system, from X-ray capture and computer vision analysis to web-based collaboration and overall business model, making cutting-edge manufacturing technology accessible to all industries. Our company, much like our platform, is designed for continuous improvement. We are committed to fostering greater intelligence, autonomy, and speed, striving for operational excellence and insightful analytics. And we will continue to evolve.About the Role: As a Customer Success Manager (CSM) at Lumafield, you will be integral in partnering with our customers, advocating for their needs within our organization, and managing accounts to drive business outcomes and revenue growth.You will oversee the customer lifecycle, from post-sale onboarding to renewals and expansions, acting as a trusted advisor for stakeholders, fostering advocacy within accounts, and ensuring customers derive significant value from our products.Operating at the intersection of advanced industrial technology and customer strategy, you will lead business reviews, develop and implement mutual success plans, and enhance net revenue retention through strategic account growth.This role requires not only technical expertise in engineering analysis but also the business acumen to translate technical achievements into tangible business value, facilitating discussions with executive stakeholders within customer organizations.

Join Ambrook as a Customer Success Manager, where you will play a pivotal role in ensuring our clients achieve their desired outcomes. You will be the primary point of contact for our customers, guiding them through our innovative financial solutions. Your expertise will help foster long-lasting relationships and drive customer satisfaction.

The RoleJoin Otter.ai as a Customer Success Manager and play a pivotal role in enhancing our Customer Success team. Reporting to the Senior Manager of Customer Success, you will be instrumental in crafting and executing strategies aimed at customer adoption, retention, and growth, all while consistently surpassing performance targets. Your combination of strategic foresight and tactical expertise will be key in driving customer satisfaction and success.Your ContributionEngage proactively with customers, facilitating technical onboardings, training sessions, demonstrations, webinars, customized success plans, and Quarterly Business Reviews (QBRs).Assist in the development and improvement of internal tools, processes, documentation, playbooks, and materials to optimize customer success operations.Serve as a technical advisor to customers, providing both proactive and reactive support to address any technical challenges that arise.Collaborate closely with Product, Engineering, and Support teams to resolve customer issues promptly and effectively.Share critical insights with Sales, Growth, and Product teams, based on customer interactions, to promote ongoing improvement throughout the organization.Guide customers in adopting new products, empowering them to achieve long-term success and maximize the benefits of Otter.ai.

About UsAt Reducto, we empower AI teams to seamlessly process real-world enterprise data with unparalleled precision. We specialize in transforming unstructured documents, such as PDFs and spreadsheets, into structured data that can be utilized effectively across various applications.Our innovative vision models mimic human reading capabilities, allowing businesses to automate processes, enhance product development, and train sophisticated AI models using their data. In just one year, we have scaled from zero to mid-7 figure ARR and now partner with a diverse range of clients, from top AI teams like Harvey and Vanta to prestigious enterprises including FAANG and elite trading firms.With over $100M raised from industry-leading investors such as a16z, Benchmark, and First Round Capital, Reducto is on a trajectory of rapid growth and innovation.The OpportunityAs our inaugural Customer Success Manager, you will have the unique opportunity to shape and establish our customer success function. You will manage a portfolio of high-value clients, focusing on improving logo retention and net revenue retention (NRR). Collaborating closely with technical teams using our platform, you’ll ensure they maximize the value derived from Reducto’s services, addressing complex document processing challenges efficiently.We would love to meet you if the following resonates:Strategic and Technical Mindset: You possess the ability to engage deeply with technical teams to comprehend their document processing requirements while keeping a strategic perspective on their overarching business goals. Comfortable in discussions about both technical details and business outcomes.Process-Driven Approach: You excel at designing scalable processes and are adept at laying the groundwork for a world-class customer success organization.Data-Driven Decision Maker: Proficient in tracking and analyzing customer health metrics, usage statistics, and business outcomes, you let data guide your decisions and clearly demonstrate ROI to customers.Exceptional Communication Skills: Your ability to engage with both technical practitioners and executive stakeholders is notable. You are skilled in documentation, customer training, and conducting strategic business reviews.Proactive and Independent: You actively monitor customer health, identifying opportunities to enhance value without waiting for issues to arise. Comfortable working autonomously while establishing scalable processes.

As a Customer Success Manager at Campfire, you will take charge of a diverse portfolio of customers, focusing on enhancing their experience, ensuring retention, and fostering long-term success. You will serve as the key liaison to finance and accounting teams, empowering them to extract measurable value from Campfire while confidently managing their core financial operations on our platform.Collaboration is key in this role, as you will work closely with Implementation, Product, Support, and Sales teams to deliver an exceptional customer experience and pinpoint opportunities for expansion and growth.Key ResponsibilitiesCustomer Ownership & SuccessOversee post-implementation success for your assigned customers.Cultivate robust relationships with Controllers, Accounting Managers, and Finance leaders.Drive customer adoption, engagement, and realization of value across accounts.Proactively monitor account health and identify potential churn risks.Lead Quarterly Business Reviews (QBRs), success planning, and regular check-ins.Retention & GrowthManage renewals for your designated book of business.Spot and support expansion opportunities (additional seats, modules, entities, geographical areas, and use cases).Collaborate with the Sales team to scope and finalize upsell and cross-sell opportunities.Maintain precise renewal forecasts and risk pipelines.Product Adoption & EnablementFacilitate customer enablement sessions and workflow optimization reviews.Assist in the rollout of new product features and modules.Ensure customers adhere to best practices and maximize their value from Campfire.Cross-Functional CollaborationWork closely with Implementation to ensure seamless handoffs and successful go-lives.Collaborate with Support and Product teams to resolve issues and escalate customer feedback effectively.Act as the voice of the customer internally to enhance processes throughout the customer lifecycle.

Your Role:Act as the customer advocate within our team, collaborating with internal stakeholders to identify services and processes that lead to outstanding product utilization, customer satisfaction, and loyal advocates.Develop metrics to assess customer relationships, shaping strategies that yield actionable insights such as loyalty and return on investment (ROI).Facilitate the creation of customer references and case studies.Oversee customer onboarding, training, and product adoption.Guide clients on leveraging our tools to achieve their business goals.Promote the use of Augment products from inception, identifying customization needs and further implementation opportunities.Guarantee the renewal of all customer contracts.

OverviewJoin us at Vitalize as a Customer Success Manager, where you will collaborate closely with the founders to drive success and ROI for our key clients, managing high-value accounts with significant patient capacity. In this role, you will begin as a hands-on contributor, diving deep into account management, data analysis, and escalation resolution, while also developing systems that empower our customers to thrive, renew contracts, expand their usage, and become advocates for our platform. As we grow, you will have the opportunity to build and lead a Customer Success team.About VitalizeVitalize is on a mission to transform hospital operations, which still rely on outdated processes like paper and spreadsheets. Our innovative platform automates staffing operations, providing clinical leaders with real-time decision support that reduces manual workloads, cuts labor costs, and maximizes patient capacity across healthcare systems. With labor costs accounting for approximately 60% of hospital expenses and over 20% of that being preventable, our solution is crucial for enabling health systems to operate more efficiently and sustainably.We are building the essential operating system for workforce management in hospitals, competing directly with traditional providers and gaining traction. Currently operational in over 20 hospitals, we are approaching eight figures in revenue and have experienced a 300% revenue increase in the last three months.Your ResponsibilitiesAs the Customer Success Manager, you will oversee the post-launch success of our top clients, managing executive relationships and shaping the ROI narrative while ensuring that clients fully grasp the value that Vitalize brings. You will serve as a player-coach, managing key accounts directly while also creating the frameworks, tools, and operational rhythms necessary for scaling the Customer Success function as we transition to our next growth phase.Collaborating with the founders, Deployment, and Customer Operations teams, you will ensure a proactive, data-driven approach to managing customer health and identifying expansion opportunities. Your role will be pivotal in defining what exemplary customer success looks like at Vitalize.

About UsAt thesirius, we are a rapidly expanding company backed by a16z Speedrun, dedicated to driving the success of premier consumer brands like Higgsfield and Promova. Our innovative team thrives at the intersection of technology and business, and we invite passionate professionals to join us in our growth journey.Position OverviewThe Customer Success Manager will be instrumental in ensuring our clients achieve their desired outcomes and maintain high satisfaction levels. As a trusted partner, you will enhance customer engagement, drive product adoption, and improve retention rates. Collaborating closely with our product, sales, and executive teams, you will significantly influence the customer experience and contribute to the product development process.Key ResponsibilitiesAct as the primary liaison for assigned customers, cultivating strong, enduring relationships.Facilitate the onboarding of new clients, offering customized support for a seamless implementation process.Proactively engage clients to enhance product adoption and maximize value realization.Track client health metrics, identify opportunities for account expansion, and address potential challenges.Collaborate with sales and product teams to communicate customer feedback and advocate for client needs.Conduct regular business reviews and nurture executive-level relationships within client organizations.Assist clients in meeting their objectives and proactively address challenges in a dynamic environment.Represent thesirius at industry events, showcasing our dedication to customer success.

Plain builds a platform for B2B enterprises to move beyond traditional reactive customer support. The team’s focus: help businesses form real, lasting relationships with their customers by making support more efficient and collaborative. Companies like Cursor, Ashby, Vercel, and Granola use Plain to streamline interactions, coordinate across teams, and improve workflows with AI-driven features. Plain is a small, focused team with offices in San Francisco and London, plus distributed members throughout Europe. This Customer Success Manager role is hybrid: expect to work from the San Francisco office three days each week. Workdays start early (around 7:30-8am) to sync with European colleagues. The office stocks coffee, tea, and plays morning music to kick off the day. Role Overview The Customer Success Manager leads onboarding and account management for Plain’s top customers. The aim: help clients see value quickly, stay engaged with the platform, and have a consistently strong experience throughout their partnership with Plain. This hybrid position blends onboarding, account management, gathering product feedback, and working closely with sales, product, engineering, and support teams. Daily work happens inside the Plain platform itself, so feedback from your experience directly shapes product development. What You Will Do Lead onboarding for key clients: Work with sales to collect background, manage onboarding from start to finish, and help customers reach value quickly. Set the pace, clear roadblocks, and show each client how Plain connects to their goals from day one. Manage and grow key accounts: Build relationships with major customers, monitor account health, handle renewals, and identify growth opportunities by staying close to their needs and plans. Foster open communication: Set clear expectations with customers, especially when dealing with high-volume, fast-moving communications. What We Look For At least 5 years of experience in customer success or post-sales roles at a B2B SaaS company Comfort working in a hybrid schedule with early start times in San Francisco Strong interest in helping customers succeed and collaborating across teams

Join Our Team as a Customer Success Manager/Lead!At Foundation, we're on a mission to revolutionize the homebuilding industry and enhance the experience of buying, selling, and owning homes. We are looking for a dedicated Customer Success Manager to join our dynamic team and drive our core business forward.About UsWith $6.8M in funding from top-tier venture capitalists, including Y Combinator, Foundation is comprised of a talented team formerly from Opendoor, focused on transforming residential real estate. Our flagship product is a cutting-edge customer experience platform tailored for homebuilders — envision it as the 'Shopify for Homebuilders'. We partner with large-scale homebuilders to provide a modern digital experience that significantly boosts customer satisfaction and team productivity. Within just two years, we have achieved remarkable growth and established a strong product-market fit.The RoleAs a Customer Success Manager, you will play a pivotal role in fostering and expanding relationships with our diverse portfolio of clients. You will be the primary contact for our customers post-onboarding, ensuring they maximize their use of our platform and derive long-term value. This position requires a proactive approach in managing multiple accounts, identifying risks and opportunities, and collaborating closely with our Product, Engineering, and Operations teams.This is an ideal opportunity for someone who thrives in a fast-paced environment, enjoys tackling challenges, and seeks a meaningful role within a scaling startup. You will have the autonomy to influence our customer engagement strategies and drive significant impact.

We are seeking a dynamic Customer Success Manager to join our innovative team at leverdemo-8. As a key player in our Customer Success department, you will be instrumental in ensuring our clients achieve their desired outcomes using our cutting-edge hiring software. This role involves fostering strong relationships with customers, understanding their needs, and delivering tailored solutions that enhance their experience with our platform.Lever, founded a decade ago, is at the forefront of transforming the recruitment landscape. Our software is trusted by industry leaders such as Netflix, Yelp, and Shopify to attract and retain top talent. We take immense pride in our people-centric culture, recognized as the #1 workplace in San Francisco, and among the best in the U.S. Join us as we continue to innovate and expand our team.

About Opal Security:At Opal, we are pioneering cutting-edge identity governance for the AI age—smart access management that enables businesses to innovate rapidly while ensuring security. Our goal is to provide clarity, control, and confidence in complex enterprise environments, allowing teams to manage access seamlessly without hindering progress.About the Role:Opal is at a pivotal moment, seeking a passionate individual to enhance our post-sales experience after customers agree to partner with us.We are looking for a technically savvy professional who can elevate our customer success initiatives from satisfactory to outstanding. This is your opportunity to redefine customer success with the freedom to implement your vision. You will adopt a player-coach approach: engaging directly with customers while laying the groundwork for a high-performing team that can grow alongside us.Your Responsibilities:Create an exemplary customer success team: you will redesign our customer success strategies, establishing processes, metrics, and a culture that transform good relationships into exceptional results.Serve as the primary technical support: when customers encounter challenges, you will be their go-to person. You will troubleshoot integrations, diagnose configuration issues, and provide immediate resolutions while knowing when to escalate complex issues to engineering.Oversee the health of our customer portfolio: you will be responsible for renewals, retention, and proactive engagement. You will develop frameworks and key indicators that help us identify opportunities (and potential risks) early on, ensuring customers receive maximum value from Opal Security throughout their journey.Act as a liaison between customers and product: you will collaborate closely with our product and engineering teams to advocate for customer needs, influence future developments, and ensure we deliver real value beyond just features. Your insights will significantly impact our roadmap.Lead customers from onboarding to advocacy: you will manage strategic relationships across a diverse clientele, from Fortune 500 corporations to innovative AI startups such as Runway and Perplexity, serving as their trusted advisor on access management and security. These relationships are built on trust and partnership rather than transactions.

About the RoleGoodData is in search of a dynamic and skilled Enterprise Customer Success Manager to enhance our team!In this pivotal role, you will deliver strategic value to our most significant clients. You will cultivate robust relationships with enterprise customers, guiding them through intricate analytics applications and assisting them in leveraging AI through our cutting-edge platform.As a trusted advisor, your collaboration will span across Sales, Product, Engineering, and Professional Services, ensuring that GoodData's solutions align seamlessly with customer business goals. This high-impact role will empower you to take charge of strategic outcomes—from adoption to growth—for a selected portfolio of key enterprise accounts.This is a remarkable opportunity for a proactive self-starter who flourishes in a fast-paced setting and is passionate about the convergence of analytics, AI, and customer success.Our hybrid work model requires three days a week in our downtown San Francisco office.