Builder - Onboarding and Implementation Manager

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.

Requirements

• 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.
• 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
• ABOUT REEVO:

Additional Information

BUILDER - ONBOARDING AND IMPLEMENTATION MANAGER LOCATION: On-site, San Francisco or Santa Clara ROLE OVERVIEW: 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.

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