Customer Success Manager

Responsibilities

• Lead onboarding, kickoff calls, and technical implementation for new customers
• Configure AI agents and manage integrations with PM/ERP systems
• Decompose complex accounting workflows into agent logic, including triggers and approval gates
• Serve as the primary technical advisor and point of contact for customers
• Drive account expansion by identifying opportunities for additional AI agents
• Partner with Engineering to troubleshoot agent behavior and integration issues
• Monitor customer health and execute retention strategies

Requirements

• 3+ years of SaaS Customer Success, Onboarding, or Enablement experience
• Hands-on experience with LLMs, prompt engineering, and agent architecture
• Technical aptitude with software configuration, APIs, and data interpretation
• Proven track record of managing retention and expansion revenue
• Strong communication skills to simplify complex technical concepts
• Data-driven mindset with experience using CRMs and reporting tools

Preferred Qualifications

• Experience in construction, real estate, or accounting industries
• Familiarity with PM/ERP systems like Procore, Sage, or QuickBooks
• Background working with AI or automation products

Benefits

• Competitive salary plus meaningful equity
• Comprehensive health, dental, and vision insurance
• 401(k) match
• Flexible PTO policy

About the Company

Adaptive is a vertical AI company building the agentic operating system for the $2 trillion U.S. construction industry. We provide AI agents that automate complex accounting workflows for construction firms.