Builder - Onboarding / Implementation

Reevo • San Francisco, CA

13h • Onsite

About The Position

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.

Requirements

• 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

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level