Builder - Customer Success Manager

BUILDER – CUSTOMER SUCCESS MANAGER

LOCATION : On-site, SF / Santa Clara (minimum of 2 days in Santa Clara until SF office opens in late Q4 2025 / early Q1 2026, then may need to travel 1 day per week to Santa Clara or as needed basis)

ROLE OVERVIEW :

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.

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, elevate 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

ABOUT REEVO :

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.

If you’re excited about working on a product that reshapes how revenue teams work and being surrounded by curious, driven teammates, you’ll feel right at home here. From day one, you’ll get real ownership, real mentorship, and real impact. Our team of 50+ builders has 30 exits under their belt, so you’ll be in good company, and working alongside the best!

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