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About the Role
As a Technical Support Engineer at Windfall, you will support the implementation of new customers, configure accounts, map datasets, and ensure the platform runs smoothly. This role involves handling both proactive and reactive data and technical support challenges, serving as a key problem-solver for customers. It offers hands-on experience with data, direct customer impact, and a supportive team environment focused on professional growth. The position is ideal for a resourceful problem-solver who enjoys finding answers, working with data, possesses strong attention to detail, and is motivated by customer success.
Responsibilities
- Configure new customer accounts and map initial datasets
- Monitor and support data delivery queues
- Triage, troubleshoot, and resolve inbound support tickets, escalating to the appropriate team when needed
- Support wealth analytics reports and match analysis workflows
- Monitor account and dataset health, and address issues before they escalate
- Collaborate with internal teams to report bugs, gather user feedback, and suggest feature improvements
- Maintain accurate and thorough records of all account and support activity in Pylon and Salesforce
- Proactively follow up on open items to ensure timely resolution and a positive customer experience
- Contribute to improved knowledge bases, AI workflows, and customer experiences
Requirements
- Bachelor's degree
- 2+ years of professional experience, with 1+ years of experience in technical support, data/marketing analyst, or CRM-adjacent role, ideally in a tech or SaaS environment
- Comfort working with data files (e.g., CSV), CRM data models (i.e., objects/records), and spreadsheets; no SQL or deep technical background required
- Familiarity with Salesforce, HubSpot, or similar CRM/database platforms
- A desire to grow your career and professional skill set at Windfall
- Proven ability to adapt to shifting priorities and manage multiple tasks effectively
- Exceptional communication skills, both written and verbal
- Proven ability to analyze and resolve issues effectively
- A positive attitude and a genuine desire to help customers succeed
Skills
- Working with data files (e.g., CSV)
- CRM data models (i.e., objects/records)
- Spreadsheets
- Salesforce
- HubSpot
- Communication skills
- Problem-solving
Location
- Utah
Work Type
- Full-time
Experience Level
- 2+ years of professional experience
- 1+ years of experience in technical support, data/marketing analyst, or CRM-adjacent role
Education Level
- Bachelor's degree
Salary/Compensations
- $75,000 - $85,000 a year
Benefits
- Comprehensive benefits package
About the Company
- Windfall is a people intelligence and AI company that gives go-to-market teams actionable insights.
- By democratizing access to people data, organizations can intelligently prioritize go-to-market resources to drive greater business outcomes.
- Powered by best-in-class machine learning and artificial intelligence, Windfall activates insights into workflows that engage the right people for each respective organization.
- More than 1,500 data-driven organizations use Windfall to power their business.
- Core values include: Be an excellent communicator; Operate with transparency; Provide leverage, not optimization; Win When Our Customers Win; and Act with integrity and trust.
Equal Opportunity
- We comply with CCPA.
- Windfall is an equal opportunity employer.
- We celebrate diversity and are committed to creating an inclusive environment for all employees.
- We may use AI tools to assist parts of the hiring process, such as reviewing applications or analyzing resumes. These tools assist our team and do not replace human judgment. Final hiring decisions are made by people.