A bit about us:
Our client is on a mission to give every individual in the world a networth by harnessing Data Science and predictive models for their clients in both the non-profit and for-profit sectors.
Why join us?
As a Director of Customer Success, you will lead a team of CSMs focused on building the nonprofit vertical within our business. You will own a set of accounts, manage and grow the team, and build systems and processes to help scale the customer success organization and Windfall in the years to come.
Train, develop, and mentor a team of Customer Success Managers
Own 50+ strategic accounts including large universities, health systems, and national nonprofit organizations
Proactively reach out to customers with ideas and solutions on how to leverage our product to improve their internal processes and workflows
Design and implement systems and processes to make us more efficient and enhance the customer experience
Perform focused research on US households to help validate our model and dataset
Build relationships and maintain the health of your accounts
Develop relevant content related to data-driven fundraising best practices
Ideally, you have:
5-10 years of experience in customer success or other strategic client-facing roles
2+ years of direct team management
Startup experience, especially in a B2B SaaS or data company
Familiarity with nonprofit fundraising Intermediate in Excel (pivots, vlookups) and advanced in PowerPoint (high design)
Familiarity with CRMs (Salesforce, etc.)
Basic knowledge of data science
Bachelor degree from a top-tier university, MBA a plus
Balance of Analytical and Interpersonal
Strong work ethic
Highly organized with good attention to detail
Scrappy and self-sufficient
Excellent verbal & written communication skills