Customer Success Manager, AI Agents

Wing Assistant

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

Posted 9/17/2026full-timeRemote • PolandJuniorMid-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 strong focus on customer onboarding, retention, and upselling. Proficient in software configuration and automation, with excellent communication skills for client interactions.

Highest-signal resume keywords

B2B Customer SuccessAccount ManagementSoftware ConfigurationRetention Target AchievementTelephony Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer OnboardingAutomationIVRCRMAPI DocumentationWebhooksCall Flow ConfigurationEmail ManagementProblem ResolutionData Documentation

Soft Skills

Clear CommunicationCustomer Relationship ManagementProactive Problem SolvingWritten CommunicationClient Engagement

Tools & Technologies

LinearJiraStripeSlack ConnectEHRRCM

Industry Keywords

Healthcare Front-OfficePractice ManagementStartup ExperienceChurn Risk ManagementCustomer Sentiment Tracking

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 live 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, notifications, and other product settings
Conduct several customer calls daily, including onboarding, check-ins, escalations, and saves
Identify churn risk, work past-due invoices, and close upsells
Identify repetitive back-office work suitable for future automation and propose opportunities
Document recurring fixes as reusable plays
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
Lead new implementations end to end and submit complete engineering escalations
Proactively prevent churn, document fixes, close expansion revenue, and propose back-office automation opportunities

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, including 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 for autonomous customer email management
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/agents/scripts are nice-to-haves

Benefits

Comp & perks

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