layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - Customer Solutions Engineer at Windfall

3+ years in customer-facing roles in B2B SaaS, data, or consulting, with retention or expansion accountability
Working fluency with CRM data, matching, segmentation, and reporting; able to translate customer goals into configuration requirements. SQL is a plus, not a requirement.
Established track record of building relationships and presenting to Directors, VPs, and C-level executives
Passion for learning
Experience with CRMs with a preference towards Salesforce and HubSpot
Preferred Requirements:: Prior startup experience, particularly in B2B SaaS or data companies
Comfort teaching customers in-product; strong deck skills are useful but decks are not the default customer experience
Intermediate Excel skills
Familiarity with digital marketing and performance measurement
What You Bring to Windfall:: Thrives in the challenges of startups, motivated by the opportunity for rapid learning and growth rather than a traditional 9-to-5 routine
Proactive problem-solver with a focus on delivering value to customers
Exemplary organizational skills and meticulous attention to detail, coupled with a commitment to task completion and thoroughness
Outstanding verbal and written communication skills, capable of simplifying complex issues and adjusting communication styles for diverse audiences
Highly analytical and adept at problem-solving
Team-oriented attitude, even in remote work settings. Contribute, share expertise, take accountability, and foster empathy in relationships
Commercial instinct: knows the difference between a service request and an expansion conversation
Organized enough to carry a large book of business without letting follow-ups slip; directs work across teams rather than hoarding it
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

Customer Solutions Engineer

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Requirements:: Bachelor’s degree

Compensation range:

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Equal opportunity and accommodations

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