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Reevo

Unified AI-powered CRM for revenue teams

Forward Deployed Generalist

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeSan Francisco, CA, USA

About the Job

Requirements

  • Three to seven years of experience in implementation, professional services, or customer onboarding within a business-to-business software-as-a-service company, ideally involving customer relationship management, revenue operations, or workflow automation tools.
  • Demonstrated ability to lead complex software implementations end to end.
  • Strong consultative skills 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 customer relationship management platforms such as Salesforce, HubSpot, or similar tools.
  • Comfort with business intelligence tools and analytics, and an understanding of customer data models.
  • Resourcefulness, organization, and comfort managing ambiguity while driving for results.

Responsibilities

  • Own customer deployment end to end, taking the customer from signing through a revenue team running its daily motion on Reevo.
  • Configure Reevo around each customer's business model, sales motion, and constraints, including pipelines, stages, fields, workflows, and reporting.
  • Wire up integrations such as lead forms, webhooks, and quick data synchronizations using light scripting, while partnering with Forward Deployed Software Engineers when production code is needed.
  • Map, import, and quality-assure customer data migrations.
  • Drive product adoption by getting users into the product, running training, and removing barriers to usage.
  • Turn each deployment into a repeatable playbook and successful customers into references.

About the Company

Reevo

Unified AI-powered CRM for revenue teams

Reevo is a unified, AI-powered sales platform that serves as a CRM for revenue teams. It combines CRM, sales engagement, a prospect database, and conversational intelligence into one subscription, replacing a fragmented set of sales tools. The platform automates administrative tasks using proprietary AI, such as logging activities, generating tasks, and drafting context-aware follow-up emails. It also offers smart meeting and email summaries, AI-generated email copy with templates, and a smart dialer to improve connection rates, plus a centralized dashboard for real-time team performance, pipeline metrics, and forecasting. Reevo differentiates itself by consolidating multiple sales tools into a single platform, reducing costs and data silos, rather than competing on individual features. Its goal is to boost team productivity and accelerate revenue growth for businesses of all sizes through an integrated, data-driven view of sales activities and results.

Company size
51-200
Company stage
Series A
Total funding
$90M
Headquarters
Santa Clara, CA
Founded
2024

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