The opportunity:As a
Customer Success Manager (CSM), you will be the strategic partner helping Reevo's customers realize the full value of our CRM platform. You'll own relationships with complex, high-value accounts-driving adoption, engagement, and measurable outcomes that lead to renewals and expansion. This role blends consultative business acumen, product fluency, and a customer-first mindset to ensure every Reevo customer achieves lasting success.
We care a lot about building a strong in-person culture, and we're very much in build mode. We expect the team to be in our SF office five days a week - that's important to how we operate and scale right now.
WHAT YOU WILL DO:- Own the Customer Relationship: Be the primary post-sales point of contact and advocate for a portfolio of customers, ensuring strong relationships with key stakeholders and executives.
- Drive Value and Adoption:Lead regular strategy and success reviews to help customers maximize ROI and expand platform usage across teams and modules.
- Define and Deliver Success Plans: Partner with customers to define what success looks like, create actionable success roadmaps, and hold joint accountability for achievement of outcomes.
- Monitor Health & Mitigate Risk: Track engagement, usage, and satisfaction metrics. Identify at-risk accounts early, build mitigation plans, and drive proactive interventions.
- Expand and Grow Accounts: Spot opportunities for customers to adopt additional Reevo capabilities and collaborate with Account Management to shape expansion strategies.
- Renewal Partnership: Collaborate closely with Sales/Account Management to forecast renewals, advocate for customer needs, and ensure smooth contract processes.
- Cross-Functional Collaboration: Work hand-in-hand with Product, Onboarding, Support, and Marketing to represent customer feedback, escalate critical issues, and improve overall customer experience.
- Continuous Improvement: Leverage AI insights, health scoring, and success metrics to consult at scale-refining best practices and influencing future customer success playbooks.
WHO YOU ARE:- Customer Advocate: You are genuinely invested in your customers' outcomes and take ownership of ensuring they achieve success and satisfaction.
- Strategic Consultant: You combine business acumen with product knowledge to align Reevo's capabilities to customer goals and measurable impact.
- Strong Communicator: You articulate complex ideas simply and confidently-whether in executive reviews or hands-on user sessions.
- Analytical & Data-Driven: You interpret usage data, success metrics, and signals from AI tools to prioritize action and drive customer engagement at scale.
- Organized Operator: You manage your portfolio with precision, proactively tracking milestones, risks, and renewals.
- Adaptable & Curious: You thrive in a fast-moving environment and constantly seek new ways to improve processes, outcomes, and customer experience.
WHAT WE'RE LOOKING FOR:- Bachelor's degree in Business, Marketing, Economics, or related field (or equivalent experience)
- 3-7 years in Customer Success, Account Management, or Consulting within a B2B SaaS company, ideally CRM, RevOps, or GTM technology
- Proven record of driving adoption, retention, and growth across complex customer portfolios
- Strong communication and presentation skills across all organizational levels
- Experience with data-driven account management (usage analytics, health scoring, forecasting)
- Comfort with AI-driven insights and productivity tools
- Highly organized, proactive, and capable of managing multiple priorities with tight timelines
- Ability to collaborate cross-functionally and influence without authority
- Startup experience a plus-comfortable with ambiguity, ownership, and fast iteration
