Customer Solutions Engineer (SaaS)

Location: San Francisco, United States; on-site

Company

Windfall develops people-data solutions that help organizations improve analytics, segmentation, and marketing initiatives.

What you will do

• Own the end-to-end customer experience from onboarding and implementation through adoption, retention, and expansion.
• Configure and integrate the platform while troubleshooting technical and data issues.
• Guide customers in using analytics, segmentation, data integration, and marketing capabilities.
• Monitor account health, manage retention interventions, and identify upsell opportunities across the customer base.
• Build relationships with customer stakeholders across departments and seniority levels, including Directors, VPs, and C-level executives.
• Develop scalable engagement processes and contribute to product enablement, documentation, webinars, and the Customer Solutions roadmap.

Requirements

• Bachelor’s degree.
• 3+ years of experience in customer-facing B2B SaaS, data, or consulting roles with retention or expansion accountability.
• Working fluency with CRM data, matching, segmentation, and reporting, including the ability to translate customer goals into configuration requirements.
• Experience building relationships with and presenting to Directors, VPs, and C-level executives.
• Experience with CRM platforms, preferably Salesforce and HubSpot.
• Strong analytical, organizational, written, verbal communication, and problem-solving skills.

Nice to have

• Startup experience, particularly in B2B SaaS or data companies.
• SQL knowledge, intermediate Excel skills, and familiarity with digital marketing and performance measurement.
• Experience teaching customers in-product and creating customer-facing presentations.

Culture & Benefits

• Startup environment focused on rapid learning, growth, proactive problem-solving, and customer value.
• Culture built around communication, transparency, integrity, trust, accountability, and customer success.
• Comprehensive benefits package.
• Collaborative work style with cross-functional enablement and knowledge sharing.