Builder - Customer Success Manager

Reevo • San Francisco, CA

5d • Onsite

About The Position

As a Customer Success Manager (CSM), you will be the strategic partner helping Reevo’s customers realize the full value of our CRM platform. You’ll own relationships with complex, high-value accounts—driving adoption, engagement, and measurable outcomes that lead to renewals and expansion. This role blends consultative business acumen, product fluency, and a customer-first mindset to ensure every Reevo customer achieves lasting success.
We care a lot about building a strong in-person culture, and we’re very much in build mode. We expect the team to be in our SF office five days a week — that’s important to how we operate and scale right now.

Requirements

• Bachelor’s degree in Business, Marketing, Economics, or related field (or equivalent experience)
• 3–7 years in Customer Success, Account Management, or Consulting within a B2B SaaS company, ideally CRM, RevOps, or GTM technology
• Proven record of driving adoption, retention, and growth across complex customer portfolios
• Strong communication and presentation skills across all organizational levels
• Experience with data-driven account management (usage analytics, health scoring, forecasting)
• Comfort with AI-driven insights and productivity tools
• Highly organized, proactive, and capable of managing multiple priorities with tight timelines
• Ability to collaborate cross-functionally and influence without authority

Nice To Haves

• Startup experience a plus—comfortable with ambiguity, ownership, and fast iteration

Responsibilities

• Own the Customer Relationship: Be the primary post-sales point of contact and advocate for a portfolio of customers, ensuring strong relationships with key stakeholders and executives.
• Drive Value and Adoption:Lead regular strategy and success reviews to help customers maximize ROI and expand platform usage across teams and modules.
• Define and Deliver Success Plans: Partner with customers to define what success looks like, create actionable success roadmaps, and hold joint accountability for achievement of outcomes.
• Monitor Health & Mitigate Risk: Track engagement, usage, and satisfaction metrics. Identify at-risk accounts early, build mitigation plans, and drive proactive interventions.
• Expand and Grow Accounts: Spot opportunities for customers to adopt additional Reevo capabilities and collaborate with Account Management to shape expansion strategies.
• Renewal Partnership: Collaborate closely with Sales/Account Management to forecast renewals, advocate for customer needs, and ensure smooth contract processes.
• Cross-Functional Collaboration: Work hand-in-hand with Product, Onboarding, Support, and Marketing to represent customer feedback, escalate critical issues, and improve overall customer experience.
• Continuous Improvement: Leverage AI insights, health scoring, and success metrics to consult at scale—refining best practices and influencing future customer success playbooks.

What This Job Offers

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