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Implementation Specialist



San Francisco, CA, USA
Posted on Friday, March 15, 2024
The Implementation Specialist will be responsible for the technical implementation of Windfall's solutions for customers, specifically with regards to data and applications. This role will play a critical part in ensuring customers hit the ground running and achieve success using Windfall's products. The Implementation Specialist will report into the Solutions Engineering team and will work closely with the Customer Success team to ensure a seamless onboarding process.
You should enjoy solving problems and collaborating with others. You need to be comfortable working with executive-level stakeholders and experienced product leaders and can easily facilitate conversations with both technical and nontechnical audiences.
We’re on a mission to change how organizations perceive and use people data. 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.


  • Accountable for the technical implementation of Windfall's solutions for customers, specifically with regards to data and applications
  • Maintain a deep understanding of Windfall's solutions and how they can be applied to meet customers' needs
  • Act as a subject matter expert, providing technical guidance and support to customers and internal teams
  • Work closely with the Customer Success team to ensure customers hit the ground running and achieve success using Windfall's products:
  • - Conduct customer data analysis to better understand customer needs and inform implementation strategies
    - Configure and run initial attribution based on knowledge of customer data and KPIs
    - Resolve data and technical issues during the onboarding process
    - Develop application training and content for customers
  • Collaborate with Product leadership to build implementation processes into the Windfall application
  • Stay up-to-date with industry trends and advancements in SaaS and DaaS technology


  • Bachelors in a technical discipline (Computer Science, Technology, Engineering, Math) or another quantitative field
  • 1-3 years in an external client-facing role (e.g., consulting, finance, sales, etc.), great EQ is essential
  • Scrappiness. We don't have all the answers, but you'll need to find them
  • Basic computer science skills or interest in self-learning. Command-Line and SQL proficiency will jumpstart your time to value
  • Great communication skills internally and externally. Prompt response and action when needed, people rarely need to follow up with you
  • Startup personality: smart, ethical, friendly, cross-functional, hardworking, and proactive
  • Willingness and desire to learn and adopt new skills - both technical and non-technical - in order to craft and deliver the best solutions
  • Ability to work in ambiguous environments with little direction
  • Technical experience with analytical tools, methodologies, and design

Preferred Qualifications:

  • Previous experience in the Martech/Adtech ecosystem
  • Experience with our target verticals (financial services, retail, travel/hospitality)
Additional Information:
The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across California. 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 $90k - $120k
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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