Forward Deployed Generalist, B2B SaaS Implementation
Overview
You will own the end-to-end deployment of Reevo at customer sites, turning a signed contract into a revenue team that runs on the platform. You sit at the intersection of product, process, and people, mapping messy workflows into prescriptive configurations. You handle the technical glue, from integrations to data migration, and drive adoption so customers feel the value within 90 days. This role is built for a high-slope builder who thrives on real ownership and direct impact.
What You'll Do6
- 1Own the deployment end to end, taking a customer from signed to a revenue team running its daily motion on Reevo.
- 2Configure Reevo to the customer's actual selling motion, setting up pipelines, stages, fields, workflows, and reporting prescriptively.
- 3Wire up integrations using lead forms, webhooks, and quick data syncs with light scripting, partnering with Forward Deployed Software Engineers for production code.
- 4Drive data migration by mapping, importing, and QA-ing customer data to secure day-one trust.
- 5Drive adoption by running training sessions and eliminating the small barriers that keep reps from logging in.
- 6Transform every deployment into a repeatable playbook and turn successful customers into references for future deals.
Requirements7
- 13-7 years in implementation, professional services, or customer onboarding within a B2B SaaS company, ideally in CRM, RevOps, or workflow automation.
- 2Demonstrated ability to lead complex software implementations end-to-end.
- 3Strong consultative skills to diagnose customer needs and translate them into product configurations.
- 4Proficiency with data management, integrations, and system configuration.
- 5Experience working with CRM platforms such as Salesforce, HubSpot, or similar.
- 6Comfort with BI tools, analytics, and understanding customer data models.
- 7Startup mindset: resourceful, organized, and comfortable managing ambiguity while driving for results.
Salary Insight
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