Builder - Onboarding / Implementation
3 weeks ago
BUILDER – ONBOARDING / IMPLEMENTATION 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 on as needed basis). ROLE OVERVIEW As an Implementation Specialist/Lead/Manager, you will lead customers through the most critical phase of their journey—bringing Reevo’s CRM to life within their organization. You’ll serve as both a trusted advisor and technical orchestrator, guiding customers through discovery, configuration, data migration, and go-live to ensure rapid time-to-value. This role blends deep product expertise, strong consultative skills, and disciplined project management to deliver seamless, high-impact implementations that set the foundation for long-term success. WHAT YOU WILL DO Lead Customer Implementations: Own the full post-sale onboarding process—from kickoff through go-live—ensuring each customer achieves measurable outcomes and adoption milestones. Process Discovery & Solution Design: Partner with customer stakeholders to understand their GTM workflows, data models, and CRM objectives. Translate business requirements into optimal Reevo configurations and integrations. Product Mastery: Develop expert-level understanding across all Reevo modules (prospecting, enrichment, CRM, analytics, reporting) to provide guidance on best practices, capabilities, and technical limitations. Configuration & Data Management: Oversee system setup, data mapping, migration, and QA. Collaborate with technical teams on complex integrations or customizations. Project Management: Drive multiple implementations simultaneously with structured plans, timelines, and risk mitigation. Communicate clearly and proactively across customer and internal stakeholders. Customer Enablement: Train users on platform functionality, provide onboarding resources, and ensure operational teams are equipped for adoption. Cross-Functional Collaboration: Partner with Product, Sales, and Customer Success to ensure smooth handoffs, resolve blockers, and feed back insights that accelerate product maturity and scalability. Continuous Improvement: Document repeatable playbooks, surface process gaps, and champion automation or product enhancements that shorten time-to-value. WHO YOU ARE Customer-First Implementer: You thrive at the intersection of technology and business process—understanding customer goals, mapping workflows, and turning complex requirements into elegant solutions. Product Translator: You quickly master technical products and can explain them simply, showing customers the \ #J-18808-Ljbffr
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Customer Engineer New Remote
3 weeks ago
San Francisco, United States Builder Full timeAt Builder.io, we’re pioneering the space between design and development, creating a new category of Visual Development Platform that transforms how teams build digital products. Our mission is to empower design and development teams to unlock their full potential through modern development workflows powered by cutting‑edge AI technology. About the Role...
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Customer Engineer
3 weeks ago
San Francisco, United States Builder Full timeAt Builder.io, we're pioneering the space between design and development, creating a new category of Visual Development Platform that transforms how teams build digital products. Our mission is to empower design and development teams to unlock their full potential through modern development workflows powered by cutting-edge AI technology. If you're...
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Customer Engineer
2 weeks ago
San Francisco, CA, United States Builder Full timeAt Builder.io, we're pioneering the space between design and development, creating a new category of Visual Development Platform that transforms how teams build digital products. Our mission is to empower design and development teams to unlock their full potential through modern development workflows powered by cutting-edge AI technology. If you're...
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Customer Engineer
4 days ago
San Francisco, CA, United States Builder Full timeAt Builder.io, we're pioneering the space between design and development, creating a new category of Visual Development Platform that transforms how teams build digital products. Our mission is to empower design and development teams to unlock their full potential through modern development workflows powered by cutting-edge AI technology. If you're...
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Customer Engineer
4 days ago
San Francisco, CA, United States Builder Full timeAt Builder.io, we're pioneering the space between design and development, creating a new category of Visual Development Platform that transforms how teams build digital products. Our mission is to empower design and development teams to unlock their full potential through modern development workflows powered by cutting-edge AI technology. If you're...
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San Francisco, United States Builder Full timeA leading Visual Development Platform company in San Francisco is seeking a customer-facing enablement specialist. The role involves leading onboarding for enterprise teams, collaborating across departments, and optimizing the use of Builder's platform to enhance customer experiences. Ideal candidates should have experience with AI tools and web...
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Senior Implementation Consultant, Risk
2 days ago
San Francisco, United States Fieldguide.ai Full timeA pioneering software company in the heart of San Francisco seeks a Senior Implementation Consultant to join its remote-first team. This role focuses on providing seamless onboarding experiences for new clients and ensuring their successful adoption of the Fieldguide platform. Candidates should possess a deep understanding of financial audit, alongside...
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Senior Implementation Consultant, Risk
2 days ago
San Francisco, CA, United States Fieldguide.ai Full timeA pioneering software company in the heart of San Francisco seeks a Senior Implementation Consultant to join its remote-first team. This role focuses on providing seamless onboarding experiences for new clients and ensuring their successful adoption of the Fieldguide platform. Candidates should possess a deep understanding of financial audit, alongside...
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Senior Implementation Consultant, Risk
20 hours ago
San Francisco, CA, United States Fieldguide.ai Full timeA pioneering software company in the heart of San Francisco seeks a Senior Implementation Consultant to join its remote-first team. This role focuses on providing seamless onboarding experiences for new clients and ensuring their successful adoption of the Fieldguide platform. Candidates should possess a deep understanding of financial audit, alongside...
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Senior Implementation Consultant, Risk
17 hours ago
San Francisco, CA, United States Fieldguide.ai Full timeA pioneering software company in the heart of San Francisco seeks a Senior Implementation Consultant to join its remote-first team. This role focuses on providing seamless onboarding experiences for new clients and ensuring their successful adoption of the Fieldguide platform. Candidates should possess a deep understanding of financial audit, alongside...
