As a Technical Support Engineer at Windfall, you’ll own the customer support queue and the systems behind it. You’ll onboard new customers, configure accounts, map high-priority datasets, and resolve technical issues. Then you’ll ask the next question: why did this ticket happen, and how do we stop it from happening again? Sometimes the answer is a better help article. Sometimes it’s a product fix. More and more, it’s an AI workflow that answers the question before the customer has to ask.
This role is a great fit if you’re early in your career, operations-minded, and curious about AI. It isn’t SQL-heavy or a deep engineering role. We want a resourceful problem-solver who likes data, sweats the details, and would rather fix a problem once than answer it a hundred times.
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.
What You'll Do
Own the support queue: triage, troubleshoot, and resolve inbound tickets in Pylon, and escalate crisply to Product or Engineering when needed
Support new customer and user onboarding, and get them to first value fast
Monitor data delivery queues and account and dataset health, and catch issues before customers do
Support wealth analytics reports and match analysis workflows
Find the root cause of recurring issues and fix it with an operational improvement (e.g., a playbook, a knowledge base article, product feedback, or AI automation)
Build and improve AI workflows that deflect and auto-resolve common questions
When a playbook doesn’t exist yet, build it, and document your work so every handoff is clean
Keep accurate records in Pylon, Salesforce, and our internal knowledge base
Turn customer feedback and bug patterns into clear input for the product roadmap
What Success Looks Like In Your First 90 Days
You run the queue on your own with fast, reliable response times
Each of the top recurring ticket types has a playbook, a help article, or an AI answer
Product and Engineering see you as their clearest source of customer signal
About You
Operational mindset: when you see a repeated task, you want to fix it, template it, or automate it
AI-curious: you already use tools like Claude or ChatGPT to work faster, and you want to build with them
Detective instinct: you dig until you find the why, not just the what
Adaptable communicator: you can switch easily between a frustrated customer, a busy engineer, and an executive
Natural documenter: you write things down so others don’t have to ask (bonus points if you’re a Checklist Manifesto fan)
Calm prioritizer: you separate the urgent from the noise, and you know when to solve something yourself and when to ask for help
Requirements
This is a full-time, onsite role in our South Jordan, UT office (5 days/week)
2+ years of professional experience, with 1+ years in technical support, RevOps or sales ops, data or marketing analysis, or another CRM-adjacent role, ideally in B2B SaaS
Comfortable with CSVs, spreadsheets, and CRM data models (objects, records, fields)
Experience with Salesforce, HubSpot, or a similar CRM
Experience with a ticketing or support platform (Pylon, Zendesk, Intercom, or similar)
Strong written and verbal communication
Bachelor’s degree or equivalent experience
Nice To Have
Experience building AI workflows, automations (for example, Zapier), or bots
Knowledge base or technical writing experience
Light scripting or advanced spreadsheet formula skills
Exposure to data matching, data enrichment, or nonprofit or financial services data
Additional Information
About Windfall
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. For more information, please visit www.windfall.com.
We comply with CCPA. For more information on how we comply, review our privacy notice.
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.
Ces cookies sont nécessaires au fonctionnement du site web et ne peuvent pas être désactivés dans nos systèmes. Vous pouvez configurer votre navigateur pour qu'il bloque ces cookies, mais certaines parties du site risquent alors de ne pas fonctionner.
Sécurité
Expérience utilisateur
Cookies ciblés
Ces cookies sont placés par nos partenaires publicitaires via notre site web. Ils peuvent être utilisés par ces entreprises pour créer un profil de vos intérêts et vous montrer des publicités pertinentes ailleurs.
Google Analytics
Google Ads
Nous utilisons des cookies
🍪
Notre site web utilise des cookies et des technologies similaires pour personnaliser le contenu, optimiser l'expérience de l'utilisateur, individualiser et évaluer la publicité. En cliquant sur OK ou en activant une option dans les paramètres des cookies, vous acceptez cela.
Les meilleurs emplois à distance par courriel
Rejoins 5'000+ personnes qui reçoivent des alertes hebdomadaires avec des emplois à distance!
