Builder - Customer Success Manager

About Us

At Reevo, we're reimagining the entire revenue stack from the ground up, and we're doing it with speed. We're building software that orchestrates every go-to-market motion, enabling B2B teams to operate faster, smarter, and more collaboratively. By combining automation, intelligence, and a radically intuitive interface, we're helping companies unlock new levels of productivity and growth across marketing, sales, ops, and customer success teams.

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.

• 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, expedite 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.

• 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.

• 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, Rev Ops, 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.