The Opportunity: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 atrusted 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.
This role is required to be in-office (Santa Clara or San Francisco) 5 days a week.
What you'll own:- 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
What we offer:- Compensation: A highly competitive base salary and bonus structure, and early-stage equity that aligns your success directly with the company's growth.
- Comprehensive benefits: health, dental, and vision coverage, generous paid time off (PTO), plus additional benefits that support how you work.
- Growth and development: Career advancement paths, dedicated mentorship opportunities, and a strong commitment to investing in your continuous professional development and skill enhancement.
- Dynamic culture: Join a collaborative, innovative, and fast-paced work environment where your direct contributions have a tangible and immediate impact on the product, the sales strategy, and the overall company trajectory.
