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.
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