Posted 6 months ago

Data & AI Specialist

San FranciscoOn-siteFull-time

AI Summary

Acts as the first point of contact for nonprofit customers, providing support, guidance, and best practices on Windfall’s solutions to help them achieve fundraising goals.

About this role

Windfall is seeking a dedicated and enthusiastic Data & AI Specialist to serve as the first point of contact for our Nonprofit customers who have questions about our solutions. In this role, you’ll become an expert in Windfall’s solutions and provide guidance and support to a wide array of organizations. We’re seeking a resourceful problem-solver who thrives on finding answers, has incredible attention to detail and is motivated by seeing customers succeed.

Our mission is to change how organizations perceive and use people data. We hold true to our core values of: (1) Be an excellent communicator; (2) Operate with transparency; (3) Provide leverage, not optimization; (4) Make a difference every day; and (5) Act with integrity and trust.

Responsibilities:

Contribute to the success of our nonprofit customers by providing impactful support and solutions to ensure they can achieve their fundraising goals using Windfall’s solutions

Respond to user inquiries promptly through phone, chat, and email

Provide proactive guidance and best practices for event planning and fundraising efforts

Collaborate with internal teams to report bugs, gather user feedback, and suggest feature improvements

Maintain accurate and thorough records of all client interactions in Salesforce

Proactively follow up with users to ensure their issues are resolved and their experiences are positive

Perform focused research on US households to help validate our model and dataset

Requirements:

Bachelors degree

1-2 years of experience in a customer support role, ideally in the tech or nonprofit sectors

Proven ability to adapt to shifting priorities and manage multiple tasks effectively

Familiarity with Salesforce or similar CRM platforms

Exceptional communication skills, both written and verbal

Proven ability to analyze and resolve issues effectively

A positive attitude and a genuine desire to help organizations succeed in their missions

Data & AI Specialist

About this role

Responsibilities:

Requirements:

Preferred Qualifications:

Skills

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