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Implementation & Customer Success Manager – AI Agents
Wing Assistant. Own customers end to end, managing the journey from signed contract through implementation, launch, adoption, ongoing success, renewal, and expansion.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing customer journeys from implementation to expansion, with a strong focus on configuring software solutions, troubleshooting technical issues, and fostering long-term client relationships. Proficient in adapting to fast-paced environments and transforming recurring issues into efficient solutions.
Highest-signal resume keywords
Customer Success ManagementSoftware ConfigurationAPI IntegrationTechnical TroubleshootingWorkflow Automation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ImplementationOnboardingWorkflow BuildersAutomation ToolsTelephonyEHRsAPIsIntegrationsDebuggingDocumentation
Soft Skills
CommunicationOrganizationAdaptabilityProblem-SolvingRelationship Building
Tools & Technologies
AthenahealthBrightreeNexHealth
Industry Keywords
B2B SoftwareCustomer JourneyChurn Risk ManagementProactive CommunicationImplementation Sessions
About the role
Key responsibilities & impact- Own customers end to end, managing the journey from signed contract through implementation, launch, adoption, ongoing success, renewal, and expansion.
- Take new customers live by configuring workflows, call forwarding, prompts, and integrations, testing the entire customer experience before launch.
- Configure AI agents, building and improving prompts, workflows, and integrations as the product evolves.
- Implement new workflows, adapting to rapidly changing processes and tools.
- Run integrations with systems such as athenahealth, Brightree, and NexHealth by obtaining API credentials and debugging permissions.
- Engage with customers through onboarding calls, implementation sessions, and troubleshooting to maintain a proactive communication flow.
- Investigate problems independently, checking configurations and logs to isolate issues before escalating to engineering.
- Triage engineering issues by providing comprehensive information for resolution and verifying fixes before concluding cases.
- Protect and grow revenue by identifying churn risks and opportunities for account expansion.
- Transform recurring issues into documented playbooks or automated solutions to enhance efficiency.
- Serve as the primary point of contact for clients, fostering long-term relationships that encourage growth and expansion.
Requirements
What you’ll need- 3+ years in implementation, onboarding, technical account management, or customer success at a B2B software company.
- Experience managing a book of customers or implementations directly.
- Proven ability to configure software solutions, including workflow builders, automation tools, and integrations.
- Strong spoken and written English communication skills, capable of handling customer interactions independently.
- Hands-on experience with telephony, EHRs, APIs, or workflow automation tools.
- Comfortable troubleshooting technical issues without immediate escalation.
- Availability to work US business hours consistently.
- Highly organized with the ability to manage multiple implementations and customer issues simultaneously.
- Adaptable to a fast-paced environment where product and priorities frequently change.
Benefits
Comp & perks- Opportunity to work remotely with a dynamic team.
- Engaging work environment with a focus on innovation and AI technologies.
- Professional development opportunities to grow alongside our evolving product.
- Collaborative team culture that values curiosity and initiative.
- Autonomy in managing customer relationships and implementations.
- Potential for career advancement as the company expands.