Customer Success, Account Manager – AI Agents

Wing Assistant

. Own a book of customers, understanding their live status, issues, and opportunities .

Posted 9/17/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer account management, onboarding, and retention strategies, with a strong focus on configuring AI agents and troubleshooting software applications. Proven ability to communicate effectively and adapt to changing priorities in a B2B software environment.

Highest-signal resume keywords

Customer Account ManagementAI Agent ConfigurationTroubleshooting Software ApplicationsRetention and Upselling StrategiesB2B Software Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer OnboardingSoftware ConfigurationTechnical TroubleshootingAccount Health MonitoringProcess DocumentationWorkflow BuildersAPIsWebhooksTelephony SystemsAI Process Automation

Soft Skills

Excellent Communication SkillsStrong Organizational SkillsAdaptability

Tools & Technologies

No-Code ToolsVoIP Technologies

Industry Keywords

B2B SoftwareHealthcare OperationsCustomer RetentionCustomer ExpansionStartup Experience

Tech Stack

Tools & technologies

VoIP

About the role

Key responsibilities & impact

Own a book of customers, understanding their live status, issues, and opportunities
Act swiftly to address customer questions, open items, and implementation blockers
Facilitate customer onboarding by configuring AI agents and connecting supported systems
Test configurations and ensure everything is functioning before customer launch
Troubleshoot issues independently, escalating only when necessary
Document customer interactions and recurring problems to improve processes
Conduct onboarding, implementation, and check-in calls with customers
Monitor account health and identify churn risks early
Recognize opportunities for account growth by understanding customer needs
Provide feedback to the product team regarding recurring issues and potential automation opportunities
Own the customer relationship post-signature, ensuring smooth onboarding, adoption, retention, and expansion
Configure AI agents and troubleshoot issues before escalating to engineering

Requirements

What you’ll need

2+ years of experience in a customer-facing B2B software role
Proven track record of managing customer accounts independently
Excellent spoken and written English communication skills
Experience in configuring software applications
Technical proficiency to troubleshoot and learn new software
Strong organizational skills to manage multiple accounts and open items effectively
Experience in retention, renewal, and expansion conversations
Genuine interest in AI and its applications in business operations
Ability to work during US business hours
Familiarity with workflow builders, automation, or no-code tools
Experience with APIs, webhooks, or third-party integrations
Knowledge of telephony systems, VoIP, and related technologies
Background in healthcare operations or related systems
Startup experience with adaptability to changing priorities
Experience with customer retention or upselling targets
Hands-on experience building or automating processes using AI

Benefits

Comp & perks

Fully remote work environment with opportunities to collaborate with a diverse team
Access to ongoing professional development and learning opportunities
Competitive compensation package based on experience
Opportunity to work in a fast-paced, innovative company at the forefront of AI technology
Culture of open communication and continuous improvement
Involvement in shaping the future of AI solutions for businesses