Tailwind

Insurance

FoundingCSM

San Francisco, California, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Founding CSM at Tailwind. Skills: customer success, onboarding, activation, product feedback loop. Own how new customers experience Tailwind from contract signature to full activation. Build the onboarding playbook- kickoff materials, training, live sessions, in-app guides, and rebuild it as we learn what works”

What You'll Achieve.

Define what 'activated' means for different customer types, measure it, and improve it over time

Industry & Context.

Insurance
Problems you'll solve

figuring things out as you go

What They're Looking For.

Must Have

2–4+ years in a customer-facing role at a B2B SaaS company (CSM, onboarding, implementation, solutions, training, devrel, etc.), You've built or meaningfully improved an onboarding or activation program — not just executed someone else's, written and verbal communication — charismatic on camera, sharp on the page, Comfortable with ambiguity and energized by figuring things out as you go, Experience collaborating with product and engineering to turn customer signal into shipped features

Nice to Have

hands-on experience with AI

What You'll Do.

Own how new customers experience Tailwind from contract signature to full activation

Build the onboarding playbook- kickoff materials

and rebuild it as we learn what works

Define what 'activated' means for different customer types

and improve it over time

Run the feedback loop back into product: capture what customers ask for

and partner with product to prioritize what ships next

Be a force multiplier- every customer problem you solve should stay solved

How You'll Work.

Team & Collaboration

collaborating with product and engineering to turn customer signal into shipped features

Communication Scope

written and verbal communication; charismatic on camera; sharp on the page

Full Job Description

ABOUT TAILWIND Tailwind is organizing the world's insurance information. Insurance is one of the largest markets in the world, and it runs entirely on PDFs and antiquated infrastructure. We like it that way. While the industry takes years to roll out change, we ship in days. Tailwind is backed by the earliest investors in financial infrastructure and technology titans Ramp ($40B), Robinhood ($100B) and Cognition ($10B), as well as over a dozen founders and leaders of billion dollar+ companies (including Segment, Newfront, Qualtrics, Cursor, etc) and even NBA champions. ABOUT THE ROLE This is a high-ownership, customer-facing role. You'll work directly with founders, and own how new customers experience Tailwind from the moment they sign through the point they're fully activated. You'll be one of the faces of Tailwind through onboarding. You'll lead onboardings, building training, and defining what "activated" actually means for each customer. You'll also run the loop back into product, turning what customers are asking for into prioritized signal the team can act on. We're looking for someone sharp, charismatic, and customer-obsessed- someone who can hold a room, write something a customer actually reads, and ship a v1 of the playbook this week instead of speccing the perfect one for a month. WHAT YOU'LL DO - Own how new customers experience Tailwind from contract signature to full activation - Build the onboarding playbook- kickoff materials, training, live sessions, in-app guides, and rebuild it as we learn what works - Define what "activated" means for different customer types, measure it, and improve it over time - Run the feedback loop back into product: capture what customers ask for, find the patterns, and partner with product to prioritize what ships next - Be a force multiplier- every customer problem you solve should stay solved WHAT MAKES YOU A GREAT FIT - 2–4+ years in a customer-facing role at a B2B SaaS company (CSM, onboarding, implementation, solutio

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