Account Executive, Windfall

Nonprofit Team

$130-160k

OTE

$60-80k

BASE

Mid level
San Francisco Bay Area
Windfall

Data intelligence company

Open for applications

Windfall

Data intelligence company

21-100 employees

B2BArtificial IntelligenceBig dataAnalyticsMarket researchSaaS

Open for applications

$130-160k

OTE

$60-80k

BASE

Mid level
San Francisco Bay Area

21-100 employees

B2BArtificial IntelligenceBig dataAnalyticsMarket researchSaaS

Company mission

To change how organizations perceive and use people data.

Role

Who you are

  • Bachelor's degree
  • On-site in San Francisco or Denver
  • 3+ years of technology sales experience, including 1+ year experience in a closing role
  • Excellent verbal and written communication skills, including great listening skills
  • Strong typing skills, internet and computer literacy, and the ability to learn our sales enablement tools quickly
  • Comfort working in Google Docs and Sheets
  • Detail-oriented with an ability to manage time effectively
  • Ability to work with minimal supervision and be a self-starter
  • A driver of results; not a passenger

Desirable

  • Verified track record of exceeding performance expectations
  • Experience with outbound prospecting
  • Familiarity with our sales technology stack (e.g. Salesforce, Hubspot, Groove, Linkedin Sales Navigator, ZoomInfo, etc.)
  • Familiarity with nonprofit development and fundraising
  • Familiarity with data and analytics

What the job involves

  • As an Account Executive on the Nonprofit team, you will be responsible for driving new business and building on our already impressive list of customer logos across a variety of industries
  • Research prospects to qualify them for outreach
  • Complete outreach to prospects via various channels (email, phone, social networks)
  • Communicate with prospects to deliver value and qualify them
  • Book meetings with prospects and create opportunities
  • Manage the sales process from qualification to close
  • Maintain up-to-date data in Salesforce on all owned records
  • Assist with campaigns that include accounts you own
  • Ensure Windfall stakeholders who are assisting you are fully briefed on opportunities in advance of meetings

Otta's take

Sam Franklin headshot

Sam Franklin

CEO of Otta

Consumer financial data is notoriously inaccurate and many data brokers depend on census data, surveys, and zip codes, which are infrequently updated and can lead to false generalisations. This dependency on inaccurate information leads to costly financial mistakes for businesses.

With a focus on the affluent, Windfall delivers a precise net worth figure for individual households which is updated on a weekly basis. The platform collates accurate, up-to-date information from public and private domain records through partnerships with data vendors. It syncs with commonly used tools such as Salesforce, HubSpot and Shopify to power data-driven outreach to customers. Windfall's customer base includes hundreds of non-profits as well as businesses across a wide range of industries looking to better target their own sales and marketing efforts.

Having raised significant funding in 2021, Windfall has gone on to enjoy 100% year-on-year growth. In the immediate future it intends to double down on its success by expanding its sales and marketing reach and by further developing its product, including its application to give go-to-market teams direct access to its platform.

Insights

Few candidates hear
back within 2 weeks

-1% employee growth in 12 months

Company

Funding (2 rounds)

Mar 2021

$21m

SERIES A

Aug 2019

$9m

SEED

Total funding: $30m

Company benefits

  • Medical, dental, and vision
  • Retirement benefits
  • Commuter benefits
  • Long-term disability and life
  • Paid time off
  • Paid sick and volunteer days
  • Paid parental leave
  • Floating holidays
  • Stock options
  • Fully-stocked kitchen
  • Pet-friendly office
  • Remote-enabled

Company values

  • Be an excellent communicator
  • Operate with transparency
  • Provide leverage not optimization
  • Make a difference every day
  • Act with integrity and trust

Company HQ

Jackson Square, San Francisco, CA

Founders

Started his career in investment banking and growth equity, before switching to product management after completing an MBA at Haas School of Business.

Spent 9+ years at Sun Microsystems and Guidewire in various software engineering roles, before moving to a Director of Engineering role at Radius Intelligence, a Big Data company.

Daniel Stevens

(SVP of Business Development)

Studied Economics, Spanish, Markets & Management at Duke University. Background in investment and advisory services banking. Previously Head of Business Operations at Radius Intelligence for 1 year.

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