Customer Success Manager – AI Agents

Wing Assistant

. Take new customers live by setting up call forwarding and building their call flow while testing it end-to-end .

Posted 9/17/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer onboarding and technical account management within B2B software environments, with a focus on configuring software solutions and managing client communications effectively. Proficient in telephony systems and workflow automation to enhance customer satisfaction and streamline processes.

Highest-signal resume keywords

Customer OnboardingTechnical Account ManagementWorkflow Automation ConfigurationTelephony Systems ExperienceStrong Written English Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ImplementationCall Flow SetupAPI IntegrationSoftware ConfigurationIssue TriageDocumentationChurn Risk IdentificationCustomer Communication

Soft Skills

Proactive InterventionClient Satisfaction Management

Tools & Technologies

VoIPTwilioAthenahealthBrightreeAvaility

Industry Keywords

B2B SoftwareEHRPMS

Tech Stack

Tools & technologies

VoIP

About the role

Key responsibilities & impact

Take new customers live by setting up call forwarding and building their call flow while testing it end-to-end
Configure product features including flow builder, prompt builder, transfer settings, and notification rules
Manage integrations with systems like athenahealth, Brightree, and Availity, ensuring all API keys and credentials are properly set up
Conduct customer calls daily for onboarding, check-ins, escalations, and proactive interventions
Triage issues to engineering with detailed reports, verifying fixes and keeping customers informed
Identify churn risks early and intervene to protect revenue, including addressing past-due invoices
Document recurring fixes to streamline future processes and enable self-service for customers
Maintain regular communication with clients to ensure satisfaction and address any concerns promptly

Requirements

What you’ll need

3+ years of experience in implementation, onboarding, technical account management, or customer success in a B2B software environment
Proven experience in configuring software for customers using workflow or automation builders
Daily interaction with customers via phone, not limited to email support
Hands-on experience with telephony systems (e.g., VoIP, Twilio) or healthcare systems (EHR, PMS)
Ability to work from 9am–5pm US Eastern time, regardless of your location
Strong written English skills sufficient to manage customer emails without review

Benefits

Comp & perks

Opportunity to work with cutting-edge AI technology in a fast-paced environment
Collaborative team culture that values innovation and proactive problem-solving
Professional development opportunities to enhance your skills and career growth
Remote work flexibility, allowing you to work from anywhere
Comprehensive support for onboarding and continuous training
Competitive compensation package with potential for growth based on performance