Builder - Onboarding and Implementation Manager (New Grad)

Reevo • San Francisco, CA

2d • Onsite

About The Position

As an Onboarding and Implementation 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. This role is required to be in-office (Santa Clara or San Francisco) 5 days a week.

Requirements

• Bachelor’s degree in Business, Information Systems, or a related field (or equivalent experience).
• Prior internship experience, within a B2B SaaS company, ideally focused on CRM, RevOps, or workflow automation tools.
• Ability to lead complex software implementations end-to-end.
• Strong consultative skills—able to diagnose customer needs and translate them into product configurations.
• Strong communication, presentation, and relationship-building skills across technical and executive stakeholders.

Nice To Haves

• Experience working with CRM platforms (Salesforce, HubSpot, or similar).
• Proficiency with data management, integrations, and system configuration.
• 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.

Benefits

• A highly competitive base salary and bonus structure, and early-stage equity that aligns your success directly with the company's growth.
• Comprehensive benefits: health, dental, and vision coverage, generous paid time off (PTO), plus additional benefits that support how you work.
• Career advancement paths, dedicated mentorship opportunities, and a strong commitment to investing in your continuous professional development and skill enhancement.
• Join a collaborative, innovative, and fast-paced work environment where your direct contributions have a tangible and immediate impact on the product, the sales strategy, and the overall company trajectory.

What This Job Offers

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