Customer Success Manager, AI Agents

Wing Assistant

. Own the customer relationship and every open item after signing, including onboarding, adoption, renewal, and expansion .

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

Core Competencies

Role fit

Core Competencies

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

Highest-signal resume keywords

B2B Customer SuccessAccount ManagementSoftware ConfigurationTechnical FluencyTelephony Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer OnboardingAccount ManagementSoftware ConfigurationAPI DocumentationAutomationIVRCRMUpsellingRetention TargetChurn Risk Identification

Soft Skills

Clear CommunicationWritten English ProficiencyProblem-SolvingCustomer Relationship ManagementTeam Collaboration

Tools & Technologies

LinearJiraStripeSlack ConnectNo-Code Tools

Industry Keywords

Healthcare Front-OfficePractice ManagementEHRRCMStartup Experience

About the role

Key responsibilities & impact

Own the customer relationship and every open item after signing, including onboarding, adoption, renewal, and expansion
Manage a book of live accounts and maintain awareness of account status, issues, customer sentiment, and unresolved 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 on real records
Configure call flows, prompts, transfer settings, SMS, notification rules, and other product settings
Conduct several customer calls per day, including onboarding, check-ins, escalations, and customer saves
Identify churn risks, work past-due invoices, and close upsells
Identify repetitive back-office work that could be automated and document opportunities for the team
Document recurring fixes as reusable operational playbooks
Manage engineering handoffs while retaining ownership of customer updates, timelines, and follow-up
Resolve or provide written updates on open items the same day and post daily written progress reports
Verify fixes on real records and escalate platform bugs or code-dependent issues to the Integration Engineer
Lead new implementations, prevent churn, document fixes, close expansion revenue, and propose 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 managing customer emails autonomously
Telephony experience, healthcare front-office/practice management/EHR/RCM background, startup experience, familiarity with Linear, Jira, Stripe, and Slack Connect, and experience shipping AI automations, agents, or scripts are nice-to-haves

Benefits

Comp & perks

Fully remote work
Flexible hours, with mandatory alignment to US client working hours