Reevo
Overview
Builder – Customer Success (Ops Lead)
at Reevo location: On-site, SF / Santa Clara. This role requires a minimum of 2 days in Santa Clara until the SF office opens in Q3, then may require travel 1 day per week to Santa Clara or as needed. Responsibilities
Lead Customer Success Operations: Own the strategy, execution, and continuous improvement of all post-sale operations, including onboarding, implementation, customer support, and account management processes. Optimize Customer Onboarding and Implementation: Develop and refine onboarding processes, training materials, and implementation workflows to ensure rapid customer time-to-value and seamless integration. Drive Customer Support Excellence: Establish and manage efficient support protocols, escalation paths, and service-level agreements (SLAs) to deliver high-quality, responsive customer support. Build and Manage Account Processes: Create structured workflows for account planning, growth initiatives, renewal management, and customer health tracking, ensuring proactive engagement and retention. Measure, Report, and Improve: Define and monitor key success metrics around customer satisfaction, adoption, onboarding time, support efficiency, and retention. Continuously leverage insights to iterate and enhance operational effectiveness. Collaborate Cross-Functionally: Work closely with Product, Engineering, Sales, Marketing, and other stakeholders to align operations strategy, drive coordinated initiatives, and ensure seamless customer experiences. What we’re looking for
7 to 10 years of experience in investment banking / consulting, customer success operations, business operations, support operations, or related post-sale strategy and operations roles. Proficient in Excel, BI Tools and SQL. Demonstrated expertise in managing customer success, implementation, onboarding, and support functions, ideally within B2B SaaS or AI-driven startups. Proven track record in creating, optimizing, and scaling operational processes to enhance customer experiences and drive business outcomes. Strong analytical capabilities with experience defining, tracking, and improving customer success metrics and KPIs. Exceptional communication and stakeholder management skills, adept at collaborating with cross-functional teams and influencing strategic decisions. Experience utilizing customer success tools (e.g., Gainsight, Totango, Zendesk, Intercom, Salesforce) and familiarity with CRM and support platforms. 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!
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Builder – Customer Success (Ops Lead)
at Reevo location: On-site, SF / Santa Clara. This role requires a minimum of 2 days in Santa Clara until the SF office opens in Q3, then may require travel 1 day per week to Santa Clara or as needed. Responsibilities
Lead Customer Success Operations: Own the strategy, execution, and continuous improvement of all post-sale operations, including onboarding, implementation, customer support, and account management processes. Optimize Customer Onboarding and Implementation: Develop and refine onboarding processes, training materials, and implementation workflows to ensure rapid customer time-to-value and seamless integration. Drive Customer Support Excellence: Establish and manage efficient support protocols, escalation paths, and service-level agreements (SLAs) to deliver high-quality, responsive customer support. Build and Manage Account Processes: Create structured workflows for account planning, growth initiatives, renewal management, and customer health tracking, ensuring proactive engagement and retention. Measure, Report, and Improve: Define and monitor key success metrics around customer satisfaction, adoption, onboarding time, support efficiency, and retention. Continuously leverage insights to iterate and enhance operational effectiveness. Collaborate Cross-Functionally: Work closely with Product, Engineering, Sales, Marketing, and other stakeholders to align operations strategy, drive coordinated initiatives, and ensure seamless customer experiences. What we’re looking for
7 to 10 years of experience in investment banking / consulting, customer success operations, business operations, support operations, or related post-sale strategy and operations roles. Proficient in Excel, BI Tools and SQL. Demonstrated expertise in managing customer success, implementation, onboarding, and support functions, ideally within B2B SaaS or AI-driven startups. Proven track record in creating, optimizing, and scaling operational processes to enhance customer experiences and drive business outcomes. Strong analytical capabilities with experience defining, tracking, and improving customer success metrics and KPIs. Exceptional communication and stakeholder management skills, adept at collaborating with cross-functional teams and influencing strategic decisions. Experience utilizing customer success tools (e.g., Gainsight, Totango, Zendesk, Intercom, Salesforce) and familiarity with CRM and support platforms. 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!
#J-18808-Ljbffr