Builder - Customer Success Manager

Reevo; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Gym/Wellness stipend

Job summary

Reevo is seeking a Customer Success Manager to own post‑sales relationships across a portfolio of high‑value customers in a B2B SaaS CRM context.

You will drive adoption, engagement, and measurable outcomes that lead to renewals and expansion, partnering with Sales, Product, Onboarding, Support and Marketing to deliver value at scale.

Qualifications

• Bachelor’s degree 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 (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.

Responsibilities

• Own the Customer Relationship: be the primary post‑sales contact for a portfolio of customers.
• Drive Value and Adoption: lead strategy and reviews to maximize ROI and expand platform usage.
• Define and Deliver Success Plans: partner with customers to define success and create action roadmaps.
• Monitor Health & Mitigate Risk: track engagement, usage, and satisfaction; identify at‑risk accounts.
• Expand and Grow Accounts: spot opportunities to adopt more Reevo capabilities with Account Management.
• Renewal Partnership: forecast renewals and advocate for customer needs with Sales/AM.
• Cross‑Functional Collaboration: work with Product, Onboarding, Support, and Marketing.
• Continuous Improvement: leverage AI insights to refine playbooks.

Skills

Customer Success

Account Management

Consulting

Data‑driven

Cross-functional

Strategic thinking

Communication

Analytics

Education

Bachelor’s degree in Business/Marketing/Economics or related field

Tools

AI insights tools

Health scoring systems

Forecasting software

Job description

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.

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, 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.

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.