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Nonprofit Customer Success Manager



Customer Service, Sales & Business Development
San Francisco, CA, USA
Posted on Friday, February 2, 2024
As a Nonprofit Customer Success Manager, you will own a set of accounts and partner with your customers to ensure they are maximizing their engagement with Windfall. This includes interacting with customers at every stage from onboarding to renewal, including providing proactive account management and consultative support, as well as engaging in data research and analysis and thought leadership. Additionally, this role will help support Windfall’s continued growth by helping to implement customers success systems and processes as the company scales.
Our mission is to determine the net worth of every person on the planet. And we hold true to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Make a difference every day; and (5) Act with integrity and trust.


  • Oversee the onboarding of new accounts and ensure a successful implementation for the lifetime of each account
  • Build relationships and maintain the health of your accounts throughout the customer lifecycle with focus on growing ARR via renewals, upsells, and cross-sells
  • Help our product and engineering teams continue to deliver new products at the highest quality
  • Proactively reach out to customers with thought leadership on how to leverage our product to improve their internal processes, workflows, and outcomes
  • Perform focused research on US households to help validate our model and dataset
  • Take ownership of departmental projects and initiatives that align with your experience and expertise (eg. contribute to the customer newsletter, enhance our internal reporting dashboards, oversee the creation of additional customer support materials)


  • Bachelor’s degree
  • 3-7 years of experience in analytical, customer-facing roles (e.g., customer success, nonprofit development research, consulting, project management, etc.)
  • Moderate Excel experience (formulas, filtering, vlookups)
  • Significant experience delivering presentations, leading customer calls, and fielding customer questions

Preferred Qualifications:

  • Startup experience, especially in a B2B SaaS or data company
  • Understanding of consumer financial data, signals of wealth, or nonprofit fundraising
  • Advanced skills in PowerPoint or other presentation software (high design)
  • Familiarity with CRMs (Salesforce, etc.) and other relational databases
  • Basic knowledge of nonprofit fundraising/development
Additional Information:
The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across California and Colorado. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. We also offer a comprehensive benefits package, which you can explore on our careers site.
California: Salary range is $90-120k
Colorado: Salary range is $80-110k
About Windfall
Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights. By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes. Powered by best-in-class machine learning and propensity modeling, Windfall activates insights into workflows that engage the right people for each respective organization. More than 850 data-driven organizations use Windfall to power their business.
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