SECTION I · THE BRIEF
Brief #03407Updated 10 JUL 2026SAN FRANCISCO, CALeverSOFTWARE COMPANIES
Employbl Company Profile

Solutions Engineer

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
Today
Via
Lever
Section II · Premium ProfileMembers only
  • 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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Solutions Engineer - Windfall Data

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Job Title
Solutions Engineer
Job Location
San Francisco
Job Description

As a Solutions Engineer on the commercial team, you will work closely with our Data Science, Enterprise Sales, and Executive team to close new business through solution expertise. For Windfall’s commercial sales motion, the role of the Solutions Engineer is multi-faceted.
You will be a strategic advisor to our internal sales team, solutions architect for our prospects, a product representative for demos, and voice of the customer in driving 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 can easily facilitate conversations with both technical and nontechnical audiences.

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:
  • Understand business problems to find the best technical solution among all possible
  • Design and deliver new workflows, tests, and POCs for clients, and make recommendations for new use cases
  • Partner with commercial sales as the technical arm of relationship selling
  • Develop deep relationships with the client’s technical teams and respect from their commercial organizations
  • Develop expertise regarding internal tools and administration
  • Define features, phases, and solution requirements, providing specifications according to which the solution is defined, managed, and delivered
  • Describe the structure, characteristics, behavior, and other aspects of the technology to project stakeholders
  • Establish & maintain internal relationships with adjoining teams to ensure the seamless external experience
  • Advise teams on customer feedback, PoV, and effectiveness of collateral
  • Document customer business objectives, workflow diagrams, and success criteria
  • Participate in the creation and delivery of customer-facing presentations (QBRs, Pitches, etc.)
  • Conduct/participate in opportunity pre- and post-mortems, assisting with documentation
  • Assist with account planning and whitespace analysis
  • Requirements:
  • 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:

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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