Windfall

Solutions Consultant

Windfall$125K — $155K *
Consumer Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years in a client-facing role with strong emotional intelligence
  • Experience in a Solutions role within AdTech/MarTech/Data industry
  • Proficiency in problem-solving and resourcefulness
  • Basic knowledge of computer science, SQL, and command-line tools
  • Excellent communication skills for internal and external interactions
  • Startup mentality: proactive, ethical, and collaborative

Responsibilities

  • Identify business challenges and propose optimal technical solutions
  • Create and implement workflows, tests, and proof of concepts for clients
  • Collaborate with sales and customer success as the technical representative
  • Develop and maintain relationships with client technical teams throughout the account lifecycle
  • Oversee the technical health of clients, proactively addressing potential issues
  • Cultivate expertise in internal tools and processes
  • Communicate the technical aspects of our technology to stakeholders
  • Provide insights on customer feedback regarding product effectiveness
  • Document client objectives and success metrics
  • Lead demos and presentations during client interactions
  • Participate in pre- and post-opportunity reviews for continuous improvement
  • Assist in strategic planning for client renewals and expansions

Benefits

  • Comprehensive benefits package
  • Opportunities for professional development and skills advancement
  • Collaborative and innovative work environment
  • Engagement with executive-level stakeholders
  • Dynamic startup culture
Full Job Description
As a Solutions Consultant, you will work closely with our GTM and Product teams to close new business through solution expertise and advise customers on orchestrating new data workflows. For Windfall's GTM motion, the Solutions Consultant will support several high impact workstreams.

You'll be a trusted technical partner to sales and customer success, a hands-on problem-solver for prospects and customers alike, the face of the product in demos, and a champion for customer needs across our GTM strategy.

You should enjoy solving problems and collaborating with others, and have a strong understanding of the AdTech/MarTech ecosystem. You need to be comfortable working with executive-level stakeholders and experienced product leaders, and be able to facilitate conversations with both technical and nontechnical audiences.

Responsibilities:

  • Understand business problems to find the best technical solution among all possible
  • Design and deliver workflows, tests, and POCs for prospects and customers, and make recommendations for new use cases
  • Partner with commercial sales and customer success as the technical arm of the relationship
  • Build deep relationships with client technical teams that carry from the sales cycle through the life of the account
  • Own the technical health of a book of customers, spotting adoption gaps or risks before they become churn
  • Develop expertise regarding internal tools and administration
  • Describe the structure, characteristics, behavior, and other aspects of the technology to project stakeholders
  • Establish and maintain internal relationships with adjoining teams to ensure a seamless experience pre- and post-sale
  • Advise teams on customer feedback on our product and effectiveness of collateral
  • Document customer business objectives, workflow diagrams, and success criteria
  • Lead the technical components of customer-facing presentations, including demos, QBRs, and renewal conversations
  • Conduct/participate in opportunity pre- and post-mortems, assisting with documentation
  • Support account planning, whitespace analysis, and renewal/expansion strategy


Requirements:

  • A minimum of 2+ years in an external client-facing role with great EQ is essential
  • Prior experience in Solution(s) Role or AdTech/MarTech/Data industry
  • 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


Preferred Qualifications:

  • Bachelors and/or Masters degree in a technical discipline (Computer Science, Technology, Engineering, Math) or another quantitative field
  • Ability to work in ambiguous environments with little direction
  • Technical experience with analytical tools, methodologies, and design
  • Willingness and desire to learn and adopt new skills - both technical and non-technical - to craft and deliver the best solutions


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
Compensation range:

$125,000 - $155,000 a year

About Windfall

Windfall is a technology company that provides wealth intelligence solutions for nonprofits. The company was founded in 2016 and is headquartered in San Francisco, California. Windfall's platform allows nonprofits to identify and engage with high net worth donors using data analytics and machine learning. The company's technology is designed to be easy to use and customizable, with features such as donor segmentation and predictive modeling. Windfall serves a variety of nonprofit organizations, including universities, hospitals and cultural institutions.
Learn more about Windfall
Size
50 employees
Industry
Founded
2016

Similar Jobs

More Jobs at Windfall

  • Windfall
    Solutions Engineer
    $150K — $175K *
    San Francisco, CA 94112 (San Francisco County)
    Enterprise Technology
    In-Person
  • Windfall
    Senior Implementation Specialist
    $160K — $200K *
    San Francisco, CA 94112 (San Francisco County)
    Technical Services
    In-Person
  • Windfall
    Solutions Consultant
    $125K — $155K *
    San Francisco, CA 94112 (San Francisco County)
    Consumer Technology
    In-Person
  • Windfall
    Manager, Commercial Customer Success
    $155K — $219K *
    San Francisco, CA 94112 (San Francisco County)
    Business Services
    In-Person
  • Windfall
    Field Marketing Manager
    $90K — $105K *
    San Francisco, CA 94112 (San Francisco County)
    Education, Government & Non-Profit
    In-Person

More Consumer Technology Jobs

Find similar Solutions Consultant jobs: