Windfall

Sales Vertical Director - Financial Services

Sales Vertical Director

5+ years enterprise SaaS sales; 3+ years sales leadership; deep financial services knowledge; willing to relocate to San Francisco.

Sales Vertical Director - Retail

Director of Retail

5+ years enterprise SaaS sales; 3+ years sales leadership; deep knowledge of retail and luxury retail; experience selling data/analytics; San Francisco-based or willing to relocate.

Manager, Commercial Customer Success

8+ years in analytical, customer-facing roles with 3+ years leading Customer Success teams; proven success in success planning, cross-functional collaboration, and CRM experience.

Market Development Specialist

Responsible for lead follow-up, nurturing and qualifying inbound leads; requires 2-3 years in sales development or growth roles; strong written communication; proficient with CRM and sales tools; based in San Francisco.

Controller

8+ years public accounting plus industry experience; CPA preferred; Bachelor's in Accounting/Finance; US GAAP and ASC 606 knowledge; ERP experience; strong communication.

Data & AI Specialist

Bachelor's degree; 1-2 years in customer support (tech or nonprofit); Salesforce familiarity; strong communication; problem-solving; multitasking.

Windfalldata

Strategic Customer Success Manager

8+ years in analytical, customer-facing roles; 3+ years managing Strategic/Enterprise/B2B SaaS accounts; book of business >= $3M ARR; experience with CRMs (Salesforce/HubSpot).

Manager, Nonprofit Customer Success

Lead and scale nonprofit customer success team; 8+ years in analytical roles with 3+ years of team leadership; CRM experience; strong communication and executive relationship skills.

Manager, Product Operations

Lead a product operations team; manage analytics and stakeholder communication; strong SQL/Python; data-driven with ownership.

Senior Product Manager

Product Manager

6+ years in SaaS product management; experience with digital analytics tools; cross-functional leadership; ability to accelerate sales; comfortable with ambiguity; customer empathy; understand architecture.

Data Analyst

Bachelor’s degree; 2-4 years as an analyst; proficient in SQL; collaborative; strong ownership; able to translate business problems into data-driven insights.

Senior Software Engineer - Full Stack

Full Stack Software Engineer

6+ years of professional web application experience; hybrid onsite SF or Denver; server-side OO, API development; frontend with modern framework; cloud provider experience; transactional databases; Kubernetes/Docker; Java/Kotlin; JavaScript/TypeScript/React; GCP; Postgres/BigQuery.

Staff Data Scientist

8+ years in data science leading ML projects; expert Python and SQL; Docker; strong modeling and feature engineering; eligible to work in the United States.

Senior Product Operations Analyst

Product Operations Analyst

Bachelor's degree or equivalent in CS, data analysis or engineering; 2 years’ experience; on-site in San Francisco; SQL and Python; data analytics focus.

Manager of Product Operations

Product Operations Manager

Bachelor's degree in computer science, data analysis or engineering; 5 years of experience; management experience; advanced SQL and Python skills.

Customer Success Manager

Bachelor’s degree; at least 3 years in analytical, customer-facing roles; familiarity with digital marketing and performance measurement; strong relationship-building with leaders; CRM experience (Salesforce, HubSpot).

Account Executive - Commercial Team

Account Executive

Bachelor’s degree; 3+ years in account executive roles with consultative tech sales; proven quota attainment; strong communication.

Account Executive - Mid-Market - Nonprofit Team

3+ years technology sales experience; 1+ year closing; onsite in San Francisco; Bachelor's degree; proven overachiever; outbound prospecting; strong communication and digital literacy; familiar with sales tools.

Activities	Consumer financial dataPredictive analytics softwareWealth screening platformCustomer data enrichmentGo-to-market intelligence
Headquarters	US
Industries	Data AnalyticsSoftware
Name	Windfall
Employees	100
Type	Private
Tagline	Provides consumer financial data and AI-driven go-to-market insights.
Founded	2,016
Website	windfall.com
Latest Funding Round	Series B
Latest Funding Year	2,025
Latest Funding Amount	65,000,000
Latest Investors	Morgan Stanley Expansion Capital

Title	Location	Date
Sales Vertical Director - Financial Services Full Time · $330K-$375K · 5+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Mar 27, 2026
Sales Vertical Director - Retail Full Time · $330K-$375K · 5+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Mar 27, 2026
Manager, Commercial Customer Success Full Time · $155K-$175K · 8+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Mar 26, 2026
Market Development Specialist Full Time · $90K-$120K · 2+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Mar 24, 2026
Controller Full Time · $160K-$200K · 8+ YOE San Francisco or Denver · Onsite	San Francisco or Denver Onsite	Mar 17, 2026
Data & AI Specialist Full Time · $55K-$65K · 1+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Mar 3, 2026
Strategic Customer Success Manager Full Time · $150K-$175K · 8+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Feb 19, 2026
Manager, Nonprofit Customer Success Full Time · $155K-$175K · 8+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Feb 18, 2026
Manager, Product Operations Full Time · $115K-$135K · 5+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Feb 9, 2026
Senior Product Manager Full Time · $160K-$210K · 6+ YOE San Francisco or Denver · Onsite	San Francisco or Denver Onsite	Jan 29, 2026
Data Analyst Full Time · $90K-$120K · 2+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Dec 30, 2025
Senior Software Engineer - Full Stack Full Time · $180K-$215K · 6+ YOE San Francisco or Denver · Hybrid	San Francisco or Denver Hybrid	Dec 5, 2025
Staff Data Scientist Full Time · $200K-$230K · 8+ YOE San Francisco, California, United States · Hybrid	San Francisco, California, United States Hybrid	Oct 10, 2025
Senior Product Operations Analyst Full Time · $100K-$125K · 2+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Jun 20, 2025
Manager of Product Operations Full Time · $140K-$170K · 5+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Nov 15, 2024
Customer Success Manager Full Time · $110K-$150K · 3+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Aug 31, 2023
Account Executive - Commercial Team Full Time · $120K-$140K · 3+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Dec 23, 2021
Account Executive - Mid-Market - Nonprofit Team Full Time · $70K-$90K · 3+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Dec 23, 2021

Windfall

About Windfall