Adaptive
Customer Success Manager
Boston · On-site · Manager · Full-time · Posted Jul 9, 2026
- Experience
- 3+ years of SaaS Customer Success, Onboarding, or Enablement experience.
About the job
Own customer onboarding, technical implementation, adoption, retention, and account expansion for AI agents that automate construction accounting workflows.
What you'll do
- Lead onboarding, configure agents, connect integrations, and map customers’ accounting workflows to agent logic.
- Manage customer relationships, monitor adoption and ROI, and address retention risks.
- Drive account expansion by identifying additional agent opportunities and collaborating with Sales, Product, and Engineering.
What they ask for
- Hands-on AI fluency, including LLMs, prompt engineering, agent architecture, and workflow design.
- 3+ years of SaaS Customer Success, Onboarding, or Enablement experience.
- Track record managing full-lifecycle customer relationships and driving retention and expansion revenue.
- Technical aptitude with software configuration, integrations and APIs, data interpretation, and troubleshooting.
Nice to have
- Experience in construction, real estate, accounting, or related verticals; familiarity with PM/ERP systems such as Procore, Sage, or QuickBooks.
- Background working with AI/automation products.
Tools
LLMs, Procore, Sage, QuickBooks, PM/ERP systems, APIs
AI focus
Configure and tune AI agents for construction accounting workflows, including designing prompts, agent logic, approval gates, and human review; use AI to automate repetitive work.
Model-written summary · the original posting is authoritative