Forward-Deployed RevOps Architect (Onsite SF)

Doist; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Salary + equity

Health, dental, vision

Paid time off

Mentorship & development

Job summary

Reevo is seeking a Forward Deployed Generalist to sit at the intersection of product, revenue motion, and customer success. You will be deeply embedded with customers, owning deployments end-to-end from signed to revenue-motion readiness.

This role is based on-site in San Francisco, with travel for onsite sprints and a strong emphasis on hands-on execution. You’ll tailor Reevo to each customer’s model, manage data migrations, and build repeatable playbooks.

Qualifications

• 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

Responsibilities

• Own the deployment end to end. Take a customer from 'signed' to a revenue team running its daily motion on Reevo — you own the outcome, not a checklist
• Configure Reevo to how they actually sell. Reason from first principles about how each customer actually generates revenue — their business model, their motion, their constraints, because a logistics company and a SaaS company don't sell the same way
• Handle the technical glue. Wire up the integrations — lead forms, webhooks, quick data syncs — with a bit of scripting. Partner with Forward Deployed Software Engineers on anything that needs production code
• Own the data migration. Map, import, and QA the customer's data so day‑one trust is earned, not lost
• Drive adoption. Get users into the product, run the training, and kill the hundred small reasons a rep hasn't logged in yet
• Make the next one faster. Turn every deployment into a repeatable playbook — and every successful customer into a reference

Skills

CRM implementation

Data management

Integrations

BI tools

Stakeholder communication

Salesforce/HubSpot experience

Startup experience

Education

Bachelor's degree or equivalent experience

Tools

SQL

APIs

Data migration

Job description

Reevo is seeking a Forward Deployed Generalist to sit at the intersection of product, revenue motion, and customer success. You will be deeply embedded with customers, owning deployments end-to-end from signed to revenue-motion readiness.

This role is based on-site in San Francisco, with travel for onsite sprints and a strong emphasis on hands-on execution. You’ll tailor Reevo to each customer’s model, manage data migrations, and build repeatable playbooks.