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
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, including usage analytics and health scoring
Comfort with AI-driven insights and productivity tools
Highly organized, proactive, and capable of managing multiple priorities with tight timelines
Responsibilities
Own the customer relationship as the primary post-sales point of contact and advocate for an assigned portfolio of customers
Drive value and adoption by leading strategy and success reviews to maximize ROI
Define and deliver success plans by creating actionable roadmaps in partnership with customers
Monitor health and mitigate risk by tracking engagement and satisfaction metrics
Expand and grow accounts by identifying opportunities for additional platform capabilities
Collaborate closely with Sales/Account Management to forecast renewals and ensure customer needs are met
Work cross-functionally with Product, Support, and Marketing to represent customer feedback and improve experience
Leverage AI insights to refine best practices and influence customer success playbooks
Benefits
Real ownership and impact from day one
Mentorship from experienced team members
Opportunity to work on a transformative product in a fast-paced environment
Collaborative culture with a focus on innovation
Exposure to strong leaders with proven success in the industry
Full Job Description
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
