Builder - Onboarding / Implementation

BUILDER – ONBOARDING / IMPLEMENTATION

LOCATION: On-site, SF / Santa Clara

ROLE OVERVIEW:

As an Implementation Specialist/Lead/Manager, you will lead customers through the most critical phase of their journey—bringing Reevo’s CRM to life within their organization. You’ll serve as both a trusted advisor and technical orchestrator, guiding customers through discovery, configuration, data migration, and go-live to ensure rapid time-to-value. This role blends deep product expertise, strong consultative skills, and disciplined project management to deliver seamless, high-impact implementations that set the foundation for long-term success.

WHAT YOU WILL DO:

• Lead Customer Implementations: Own the full post-sale onboarding process—from kickoff through go-live—ensuring each customer achieves measurable outcomes and adoption milestones.

• Process Discovery & Solution Design: Partner with customer stakeholders to understand their GTM workflows, data models, and CRM objectives. Translate business requirements into optimal Reevo configurations and integrations.

• Product Mastery: Develop expert-level understanding across all Reevo modules (prospecting, enrichment, CRM, analytics, reporting) to provide guidance on best practices, capabilities, and technical limitations.

• Configuration & Data Management: Oversee system setup, data mapping, migration, and QA. Collaborate with technical teams on complex integrations or customizations.

• Project Management: Drive multiple implementations simultaneously with structured plans, timelines, and risk mitigation. Communicate clearly and proactively across customer and internal stakeholders.

• Customer Enablement: Train users on platform functionality, provide onboarding resources, and ensure operational teams are equipped for adoption.

• Cross-Functional Collaboration: Partner with Product, Sales, and Customer Success to ensure smooth handoffs, resolve blockers, and feed back insights that accelerate product maturity and scalability.

• Continuous Improvement: Document repeatable playbooks, surface process gaps, and champion automation or product enhancements that shorten time-to-value.

WHO YOU ARE:

• Customer-First Implementer: You thrive at the intersection of technology and business process—understanding customer goals, mapping workflows, and turning complex requirements into elegant solutions.

• Product Translator: You quickly master technical products and can explain them simply, showing customers the “art of the possible.”

• Trusted Advisor: You build credibility with executives and end users alike, balancing empathy and assertiveness to keep projects on track.

• Structured Operator: You manage multiple implementations with precision—clear plans, crisp communication, and a relentless focus on results.

• Collaborative Partner: You work fluidly across Sales, CS, and Product, ensuring alignment and consistency in customer delivery.

• Curious Builder: You’re motivated by improving systems, discovering efficiencies, and scaling excellence through process design.

WHAT WE’RE LOOKING FOR:

• Bachelor’s degree in Business, Information Systems, or a related field (or equivalent experience)

• 3–7 years in implementation, professional services, or customer onboarding within a B2B SaaS company—ideally in CRM, RevOps, or workflow automation tools

• Demonstrated ability to lead complex software implementations end-to-end

• Strong consultative skills—able to diagnose customer needs and translate them into product configurations

• Proficiency with data management, integrations, and system configuration

• Strong communication, presentation, and relationship-building skills across technical and executive stakeholders

• Experience working with CRM platforms (Salesforce, HubSpot, or similar)

• Comfort with BI tools, analytics, and understanding customer data models

• Startup DNA: resourceful, organized, and comfortable managing ambiguity while driving for results

ABOUT REEVO:

At Reevo, we're reimagining the entire revenue stack from the ground up, and we're doing it with speed. We're building software that orchestrates every go-to-market motion, enabling B2B teams to operate faster, smarter, and more collaboratively. By combining automation, intelligence, and a radically intuitive interface, we're helping companies unlock new levels of productivity and growth across marketing, sales, ops, and customer success teams.

If you're excited about working on a product that reshapes how revenue teams work and being surrounded by curious, driven teammates, you'll feel right at home here. From day one, you'll get real ownership, real mentorship, and real impact. Our team of 50+ builders has 30 exits under their belt, so you'll be in good company, and working alongside the best!