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Reevo

Builder - Onboarding / Implementation

Reevo, San Francisco, California, United States, 94199

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BUILDER – ONBOARDING / IMPLEMENTATION LOCATION: On-site, SF / Santa Clara (minimum of 2 days in Santa Clara until SF office opens in late Q4 2025 / early Q1 2026, then may need to travel 1 day per week to Santa Clara or on as needed basis).

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 \

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