About the role
We’re hiring a Director of Financial Services to own and build this vertical. The short version: you’ll carry a bag, you’ll build a team, and you’ll help define how Windfall goes to market across wealth management, private banking, insurance, and adjacent FS segments.
This is a player/coach role - intentionally so. You’ll personally lead outreach and engagement across our top 50–100 Financial Services accounts while simultaneously hiring, developing, and managing the AEs who will eventually scale this into a standalone business. You won’t be handed a playbook; you’ll write one.
You’ll work directly with our co-founders, product, and marketing to shape Windfall’s FS strategy - what we build, how we position it, and who we prioritize. The right person is equally comfortable in a room with a CRO as they are coaching a rep on discovery. If you want a job where you just manage, this isn’t it.
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.
Aplyr's read
Windfall leverages data intelligence to enhance customer engagement, attracting professionals in analytics, product management, and customer success.
What's promising
- •Windfall operates in the growing field of data intelligence, offering significant opportunities for innovation.
- •The company hires across diverse roles, indicating robust growth and varied career paths.
- •Windfall's focus on customer engagement analytics addresses a crucial need for businesses seeking to improve customer relations.
What to watch
- •Limited public information about Windfall's financial stability and long-term viability.
- •Potential for high-pressure environments due to the fast-paced nature of data analytics.
- •The company's competitive landscape may challenge its ability to retain market share.
Why Windfall
- •Windfall specializes in customer engagement analytics, setting it apart from general data analytics firms.
- •The company targets specific verticals like retail and financial services, tailoring solutions to industry needs.
- •Windfall's emphasis on nonprofit sectors highlights a commitment to diverse market engagement.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Windfall
Windfall is a data intelligence company that provides insights and analytics to help organizations understand and engage with their customers more effectively.
Similar roles
Senior Manager, Salesforce & Revenue Intelligence (Poland based)
JLL
ANZ Sales Manager - Fire Suppression - Special Hazards
Johnson Controls
Sales and Market Manager - Ohio Valley
Armacell
Associate Director Sales & Marketing – Oncology UK and Ireland
Gilead Sciences
Sales & Marketing Manager - Oncology, Türkiye
Eli Lilly
Executive Team Leader- Specialty Sales (Assistant Manager Merchandising and Service) Poughkeepsie NY
Target