Posted:
3/27/2026, 4:38:39 AM
Location(s):
San Francisco, California, United States ⋅ California, United States
Experience Level(s):
Expert or higher ⋅ Senior
Field(s):
Sales & Account Management
Workplace Type:
On-site
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.
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.
Website: https://www.windfall.com/
Headquarter Location: San Francisco, California, United States
Employee Count: 51-100
Year Founded: 2016
IPO Status: Private
Last Funding Type: Series A