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Windfall

Posted 3 months ago

Open

Data & AI Specialist

San FranciscoOn-siteFull-time

AI Summary

Data & AI Specialist acts as the first point of contact for nonprofit customers, guiding them in Windfall’s solutions, handling inquiries via phone, chat, and email, and collaborating with teams to improve products and support.

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

    • Preferred Qualifications:

  • Previous experience working for a high growth startup

    • Skills

    BugReportingChatSupportCommunicationSkillsCRMCustomerSupportDataAnalysisDatasetValidationEmailSupportEventPlanningFeatureFeedbackFundraisingHouseholdDataPhoneSupportProblem‑solvingRecordkeepingSalesforceSatistfactionTracking

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