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Customer Success Manager, AI Agents
Wing Assistant. Own the customer relationship, account, onboarding, adoption, renewal, and expansion after signing .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B Customer Success and Account Management, with a strong focus on customer onboarding, retention, and upselling. Proficient in software configuration and automation, with excellent communication skills for engaging with clients effectively.
Highest-signal resume keywords
B2B Customer SuccessAccount ManagementSoftware ConfigurationRetention Target AchievementTelephony Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Software ConfigurationAutomationIVRCRMAPI Documentation ReadingWebhook UnderstandingCustomer OnboardingUpsellingChurn Risk IdentificationEngineering Escalation Submission
Soft Skills
Clear CommunicationConfident Spoken EnglishHigh-Level Written English
Tools & Technologies
LinearJiraStripeSlack Connect
Industry Keywords
Healthcare Front-OfficePractice ManagementEHRRCMStartup Experience
About the role
Key responsibilities & impact- Own the customer relationship, account, onboarding, adoption, renewal, and expansion after signing
- Manage a book of live accounts and all open items
- Run follow-ups on 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
- Configure flow builders, prompt builders, transfer settings, SMS, and notification rules
- Conduct several customer calls per day for onboarding, check-ins, escalations, and saves
- Identify churn risks, work past-due invoices, and close upsells
- Identify repetitive back-office work suitable for future automation
- Document recurring fixes as reusable plays
- Manage engineering handoffs, customer updates, timelines, and follow-up through closure
- Submit complete engineering escalations and independently build/test product flows 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 and understanding webhooks
- 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 to manage customer emails autonomously
- Telephony experience, healthcare front-office/practice management/EHR/RCM experience, startup experience, familiarity with Linear, Jira, Stripe, and Slack Connect, and experience shipping AI automations listed as nice-to-haves
Benefits
Comp & perks- Flexible hours
- Fully remote work
- Daily written progress reports and autonomy in managing accounts
- Opportunity to grow quickly in an early-stage team
- Exposure to AI agents and automation workflows
- Potential to close upsells and expansion revenue