SECTION I · THE BRIEF
Brief #24293Updated 10 JUL 2026SAN FRANCISCO, CALeverSOFTWARE COMPANIES
Employbl Company Profile

Senior Implementation Specialist

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, CA
Company size
20–100
Posted
Yesterday
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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Senior Implementation Specialist - Windfall Data

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Job Title
Senior Implementation Specialist
Job Location
San Francisco
Job Description

The Implementation Specialist is responsible for the technical implementation of Windfall's solutions, helping customers successfully integrate our platform with their data and applications. As a key member of the Solutions Engineering team, you'll partner closely with Customer Success to deliver a seamless onboarding experience, ensuring customers are set up for long-term success from day one.

This role is ideal for someone who enjoys solving complex technical challenges while building strong relationships with customers. You'll collaborate with executive stakeholders, product leaders, and cross-functional teams, confidently guiding conversations with both technical and nontechnical audiences. Success in this role requires strong communication skills, a collaborative mindset, and the ability to translate technical concepts into practical business outcomes.

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; (5) Act with integrity and trust.

Responsibilities:
  • 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
  • Requirements:
  • Bachelors in a technical discipline (Computer Science, Technology, Engineering, Math) or another quantitative field
  • 2+ years in an external client-facing role with great EQ is essential
  • Scrappiness – We don't have all the answers, but you'll need to find them
  • Basic data 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

    Compensation range:

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    Windfall Data Headquarters Location

    San Francisco, CA

    View company profile

    Windfall Data Company Size

    Between 20 - 100 employees

    Windfall Data Founded Year

    2016

    Windfall Data Total Amount Raised

    $95,000,000

    Windfall Data Funding Rounds

    View funding details
    • Series B

      $65M

    • Series B

      $65M

    • Series A

      $21M

    • Series A

      $21M

    • Series Unknown

      $9M

    • Series Unknown

      $9M

    Windfall Data's Tech Stack

    Company Collections For Windfall Data