Adaptive Advertising, Inc.

Adaptive Advertising, Inc.

Customer Success Manager

Boston

Sponsorship not specifiedDetected 13 days ago
LLMsAgentic AICRMAccountingForecastingQuickBooksProcess ImprovementERPCustomer SuccessLeadershipCommunicationCollaborationOrganizational Skills

About the role

  • Win a massive category that's up for grabs.
  • Construction is among the least digitized industries left, and no AI king has been crowned.
  • Winning here takes deep construction knowledge and deep AI fluency in the same room.

Responsibilities

  • Lead kickoff calls, discovery sessions, and training to ensure a smooth, efficient product launch.
  • Develop and maintain onboarding materials: guides, checklists, video tutorials, and FAQs.
  • Own expansion within your book of business: identify where additional agents will drive value and lead the upsell from initial agents to the full team.
  • Partner with Sales on expansion plays and with Product on feature requests, and carry expansion targets tied to net revenue retention.
  • Partner with Engineering to diagnose and resolve agent behavior, output quality, and integration issues.
  • Build with AI to automate repetitive parts of your own workflow, and partner with Engineering to standardize best practices across the team.
  • Work alongside Support and Engineering to resolve complex issues.
  • Liaise with Marketing to develop case studies, testimonials, and referenceable success stories.
  • Build a moat that compounds.

Requirements

  • 3+ years of SaaS Customer Success, Onboarding, or Enablement experience.
  • Demonstrated track record of managing full-lifecycle customer relationships and driving both retention and expansion revenue (upsell/cross-sell).
  • Exceptional verbal and written communication skills, with an ability to simplify complex technical concepts.
  • AI fluency. You build with AI, not just talk about it. You have hands-on experience using LLMs as a working instrument - prompt engineering, agent architecture, and skill/workflow design. You know how to decompose a messy human process into agent logic (triggers, tools, approval gates, override paths, dry-run modes), and you have judgment about where automation is reliable versus where it needs a human in the loop.
  • Technical aptitude: comfortable configuring software, working with integrations and APIs, reading and interpreting data, and troubleshooting technical issues directly with customers and engineers.
  • Data-driven mindset
  • comfortable using CRMs, reporting tools, and customer health platforms.
  • Highly organized, self-starter attitude
  • thrives in a fast-paced, evolving environment.
  • Bonus: experience in construction, real estate, accounting, or related verticals

Nice to have

  • A seat at the table in a rapidly scaling fintech startup
  • Unlimited opportunities for professional growth and leadership
  • familiarity with PM/ERP systems (e.g., Procore, Sage, QuickBooks)
  • or a background working with AI/automation products.

Skills

  • Customize implementation plans to align with each customer's workflows and objectives.

Compensation

  • Competitive salary plus meaningful equity

Benefits

  • Competitive salary plus meaningful equity
  • Comprehensive health, dental, and vision insurance
  • 401(k) match and flexible PTO policy
  • Implement metrics and dashboards to monitor health scores, agent performance, and team performance.

Company info

  • Adaptive is a vertical AI company of 50, building the agentic operating system for the $2 trillion U.S. construction industry.
  • We work with over 1,000 customers, partner with over 50 accounting firms, and have raised $26m from Emergence, a16z, and other top funds.
  • WHY JOIN US?
  • With our momentum, team, and backing, we are in position to be that company
  • We orchestrate multi-stakeholder workflows across an industry that today runs on paper, email, and phone calls.
  • Every process we manage generates data no one else has.
  • That data makes each new use case easier to expand to, while building a compounding moat
  • Work with the rare team that can pull this off.
  • That intersection is rare, and we have it with backgrounds across finance, technology, and construction
  • Serve the people building the world around you.

This listing is sourced directly from Adaptive Advertising, Inc.'s careers page and normalized into a canonical job model.