SECTION I · THE BRIEF
Brief #33133Updated 24 AUG 2026SAN FRANCISCOLeverSOFTWARE COMPANIES
Employbl Company Profile

Account Executive - Retail

Windfall Data is on a mission to determine the net worth of everyone on the planet. The company serves nonprofit and for-profit organizations by providing actionable consumer financial data. More than 500…

Location
San Francisco
Company size
20–100
Posted
Today
Via
Lever
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  • 01Comp band & equity packageLocked
  • 02Seniority & experience requirementsLocked
  • 03Interview process & rubricLocked
  • 04Hiring manager & team contextLocked
  • 05Growth trajectory in this roleLocked
  • 06Offer & decision timelineLocked

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Account Executive - Retail · Windfall Data

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Job title
Account Executive - Retail
Job location
San Francisco
Job description

We are growing our Commercial Sales team at Windfall! As an Account Executive, you will be the face of our sales organization, owning the full sales cycle and selling our industry-leading data enrichment offerings through a consultative, value-based selling approach. Windfall's wealth data powers high-impact use cases across industries, helping companies identify high-net-worth customers, personalize outreach, strengthen loyalty programs, and grow their customer base at scale.

As an Account Executive on the Retail team, you will be responsible for driving new business within Windfall's Retail division, building upon Windfall's growing list of customer logos across luxury and premium retail. Each deal will be approached with care, using a custom methodology that is complex and consultative in nature, and will require selling into marketing, clienteling, and CRM personas who care deeply about the customer experience their brand delivers.

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) Win When Our Customers Win; and (5) Act with integrity and trust.

Responsibilities:
  • Research prospective customers and execute strategic outreach into ideal luxury and premium retail accounts
  • Build pipeline through outbound prospecting, attending trade shows and retail/CRM industry events, and leveraging online platforms to identify and engage potential clients
  • Use consultative selling techniques to offer a unique perspective on each customer's business; understand pain points across marketing, clienteling, and CRM functions, and sell solutions
  • Collaborate cross-functionally with Solutions Engineering, Revenue Operations, and Sales leadership to ensure the ideal customer solution with the Windfall platform
  • Independently build presentation decks and conduct prospective customer research to present at the executive level with polish, poise, and confidence
  • Diligently manage pipeline to ensure quota attainment on a consistent basis
  • Negotiate, structure, price, and efficiently close deals
  • Requirements:
  • Bachelor’s degree
  • Minimum of 3 years at the Account Executive level, with consultative technology sales experience with a verified track record of exceeding quota
  • Direct experience selling to luxury or premium retail brands
  • Extensive understanding of data and its many applications/use cases in retail — customer 360, personalization, clienteling
  • Ambitious, driven, and detail-oriented, with an ability to manage time effectively
  • Strong written and verbal communication skills
  • Must be able to remain focused in the face of many competing interests
  • Extensive experience with outbound prospecting, cultivating and multi-threading accounts, and building a robust pipeline
  • Extensive experience with sales tools - Salesforce, Outreach/Groove, LinkedIn, ZoomInfo, etc.
  • Preferred Qualifications:
  • Bachelor's degree from a top-tier university
  • Experience selling in a high-growth startup environment
  • Solid understanding of retail marketing, clienteling, and data analytics
  • Understanding of the clienteling and retail CRM ecosystem — familiarity with platforms such as Salesfloor, Endear, Tulip Retail, or similar
  • Understanding of CRM technology & APIs
  • Existing relationships within luxury or premium retail marketing, clienteling, or CRM teams
  • 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:
    View job listing ↗
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    Windfall Data headquarters

    San Francisco, CA

    Company size

    20100 employees

    Founded

    2016

    Total raised

    $95,000,000

    View company profile ↗

    Funding rounds

    • Series B$65M
    • Series A$21M
    • Series Unknown$9M