Adapt API

Insurance

CustomerSuccess&OperationsAssociate

$75–90k San Francisco, California, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Customer Success & Operations Associate at Adapt API. Skills: Customer Success, Operations. Run onboarding meetings. Run check-in meetings”

What You'll Achieve.

Own simple support tickets; Own simple support calls; Troubleshoot most inquiries; Escalate when needed; Spot at-risk customers; Suggest automation ideas; Build out knowledge base; Run simple onboardings; Run simple check-ins; Take on bigger accounts; Take on bigger problems; Input on process improvements; Carve out area of ownership

Industry & Context.

Insurance
Problems you'll solve

Troubleshooting; Investigations

What They're Looking For.

Must Have

1-2 years work experience, Customer-facing role experience, Operations role experience, Support role experience, Internships count

Nice to Have

Prior customer success experience, Prior customer support experience, Prior account management experience, Startup experience, Scrappy side projects, Interest in AI tools, Experience with Pylon, Experience with Linear, Experience with HubSpot, Experience with Intercom, Experience with Zendesk

What You'll Do.

Run onboarding meetings

Run check-in meetings

Assist with account customization

Answer product capability questions

Respond to customer inquiries

Triage customer issues

Perform front line investigations

Troubleshoot customer issues

Review agent findings

Communicate with customers

Follow through to resolution

Spot struggling customers

Read customer signals

Watch carrier health data

Watch login health data

Assist customers proactively

Design support automations

Improve support automations

Design auto-response workflows

Identify customer case studies

Collect customer case studies

Manage referral database

Keep tracking organized

Maintain customer records

How You'll Work.

Team & Collaboration

Work cross-functionally; Interface across teams; Work with engineering; Work with sales; Work with marketing

Communication Scope

Written communication; Verbal communication

Full Job Description

Customer Success & Operations Associate Full-Time · San Francisco · Adapt 👋 Who We Are Adapt API is a venture-backed startup building the agentic operations layer for Property & Casualty (P&C) insurance. Today, walking into an insurance agency is like stepping into a time machine. Filing cabinets, fax machines, piles of incoming and outgoing mail. What you don't see is that even for the parts that have been “digitized”, needless manual work abounds. Few systems communicate directly, leading to endless copy-pasting from emails to various proprietary web portals/desktop apps and back again. Carrier by carrier, process by process, Adapt is bringing each of those manual and error-prone workflows into our comprehensive agentic workflow layer. The implementation details are subject to change, but this is our north star, and the future we envision isn't possible without it. 💥 Why This Role Matters This is an early-stage hire on our Customer Success team at a fast-growing post-PMF startup. You'll work directly alongside experienced teammates who will mentor you on what great customer success looks like in B2B SaaS. You’ll have real ownership, ensuring a great support experience for customers and owning essential operations workflows. As you grow into the role, you'll help us build the proactive side of CS: customer health monitoring, a real self-serve knowledge base, smarter support automation, and the kind of thoughtful customer experience that turns customers into advocates. If you're early in your career, hungry to learn, and want real ownership instead of a year of shadowing — this is the role. 🚀 Why You Should Join Adapt - Learn From Day One: You'll get hands-on exposure to onboarding, retention, support, and customer strategy — the full CS stack, not just one slice of it. - Grow Into More: There’s plenty of opportunity to take initiative and carve out your own area of ownership. Identify and solve interesting problems from day one, and help shape how CS scales at A

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