Customer Success & Operations Associate

About the Company

Adapt API is a venture-backed startup building the agentic operations layer for Property & Casualty (P&C) insurance. We are bringing manual and error-prone workflows into a comprehensive agentic workflow layer to modernize the insurance industry.

Responsibilities

• Support the Customer Success motion by running onboarding and check-in meetings for SMB customers
• Act as a product expert to assist with account customization and product capability inquiries
• Serve as a first responder for customer inquiries, triaging issues and performing frontline investigations
• Work alongside agent-driven investigations to communicate findings to customers and loop in engineering when necessary
• Build and maintain internal CS operations, including monitoring customer health signals like usage patterns and login health
• Design and improve support automations and auto-response workflows
• Maintain customer records across HubSpot, Pylon, and Linear

Requirements

• 1–2 years of work experience in a customer-facing, operations, or support role
• Strong written and verbal communication skills
• Ability to thrive in fast-paced, dynamic environments with ambiguity
• Highly organized with the ability to manage multiple moving pieces
• Proactive mindset and a strong desire to learn and grow

Preferred Qualifications

• Prior exposure to customer success, support, or account management
• Startup experience or experience with scrappy side projects
• Interest in or experience with AI tools
• Experience with tools such as Pylon, Linear, HubSpot, Intercom, or Zendesk