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Wing Assistant

Account Manager, AI Agents

Wing Assistant

. Own the customer relationship and account after signing, including onboarding, adoption, renewal, and expansion .

Posted 9/17/2026full-timeRemote • PhilippinesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in B2B Customer Success and Account Management, with a focus on customer onboarding, retention, and upselling. Proficient in software configuration, telephony systems, and effective communication with clients.

Highest-signal resume keywords
B2B Customer SuccessAccount ManagementSoftware ConfigurationRetention Target AchievementTelephony Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Customer OnboardingAccount ManagementSoftware ConfigurationAutomationIVRCRMAPI DocumentationWebhooksUpsellingChurn Prevention
Soft Skills
Clear CommunicationWritten English ProficiencyProblem SolvingCustomer Relationship ManagementProactive Follow-Up
Tools & Technologies
LinearJiraStripeSlack ConnectNo-Code ToolsAI Automation
Industry Keywords
TelephonyHealthcare Front-OfficePractice ManagementEHRRCMStartup Experience

About the role

Key responsibilities & impact
  • Own the customer relationship and account after signing, including onboarding, adoption, renewal, and expansion
  • Manage a book of live accounts and track status, issues, unresolved items, and customer satisfaction
  • Run follow-ups for open items, deals, escalations, and promised callbacks
  • Take new customers live by setting up call forwarding, building flows, connecting supported integrations, and testing end-to-end on real records
  • Configure call flows, prompts, transfer settings, SMS, notifications, and other product settings
  • Conduct several customer calls daily for onboarding, check-ins, escalations, and retention
  • Identify churn risk, address past-due invoices, and close upsells
  • Identify repetitive back-office work suitable for future automation and document opportunities
  • Document recurring fixes as reusable playbooks
  • Manage engineering handoffs while retaining ownership of customer updates, timelines, and follow-up
  • Provide daily written progress reports and resolve or update open items the same day
  • Proactively prevent churn, document fixes, close expansion revenue, and propose back-office automation opportunities during the first 90 days

Requirements

What you’ll need
  • 2+ years in B2B Customer Success, Account Management, or Tech Support owning a named account list
  • Hands-on software configuration experience with automations, IVR, phone trees, CRM, or no-code tools
  • Technical fluency, including reading API documentation, understanding webhooks, and self-learning new tools
  • Daily phone communication with clients
  • Proven experience carrying a retention, renewal, or upsell target
  • Clear, confident spoken English for live calls with US business owners and clinic staff
  • Full availability for live calls during US business hours
  • High-level written English for autonomous customer email management
  • Telephony experience, healthcare front-office/practice management/EHR/RCM background, startup experience, Linear/Jira/Stripe/Slack Connect familiarity, and AI automation/agent/script experience are nice-to-haves

Benefits

Comp & perks
  • Flexible hours, with mandatory alignment with US client working hours
  • Fully remote work arrangement