AI-Driven Customer Success Manager

adaptive; Boston (MA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive salary

Meaningful equity

Health insurance

401(k) match

Flexible PTO

Job summary

Adaptive, a fast-growing AI-driven construction accounting startup, seeks a Customer Success Manager in Boston. You will own onboarding, drive adoption, and expand accounts by mapping customer workflows to AI agents within PM/ERP integrations.

You’ll guide onboarding, provide technical input, and partner with Sales and Product to optimize the customer journey, with a focus on renewals and revenue growth in a dynamic SaaS environment.

Qualifications

• 3+ years of SaaS customer success, onboarding, or enablement experience.
• Proven track record of driving retention and expansion revenue.
• Strong technical aptitude: integrations, APIs, data interpretation.
• Excellent written and verbal communication; data-driven mindset.
• Bonus: experience in construction, real estate, accounting, or related verticals.

Responsibilities

• Lead onboarding calls, discovery sessions, and training to ensure a smooth product launch.
• Own the technical setup: configure agents, connect and validate integrations with customers' PM/ERP systems, and map each customer's workflows to the right agents.
• Develop onboarding materials: guides, checklists, video tutorials, and FAQs.
• Serve as day-to-day point of contact and trusted technical advisor; conduct regular business reviews.
• Identify expansion opportunities and collaborate with Sales on upsell from initial agents to full team.

Skills

AI fluency

SaaS CS/Onboarding

Data-driven mindset

Communication skills

Technical aptitude

Relationship management

CRM software

APIs

Tools

CRM software

APIs

Job description

Adaptive, a fast-growing AI-driven construction accounting startup, seeks a Customer Success Manager in Boston. You will own onboarding, drive adoption, and expand accounts by mapping customer workflows to AI agents within PM/ERP integrations.

You’ll guide onboarding, provide technical input, and partner with Sales and Product to optimize the customer journey, with a focus on renewals and revenue growth in a dynamic SaaS environment.