Builder - Onboarding and Implementation Manager

BUILDER – ONBOARDING / IMPLEMENTATION

LOCATION: On-site, SF / Santa Clara

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 “art of the possible.” Trusted Advisor: You build credibility with executives and end users alike, balancing empathy and assertiveness to keep projects on track. Structured Operator: You manage multiple implementations with precision—clear plans, crisp communication, and a relentless focus on results. Collaborative Partner: You work fluidly across Sales, CS, and Product, ensuring alignment and consistency in customer delivery. Curious Builder: You’re motivated by improving systems, discovering efficiencies, and scaling excellence through process design.

WHAT WE’RE LOOKING FOR

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 #J-18808-Ljbffr Reevo