Wing Assistant

Artificial Intelligence

• Conduct discovery calls to understand client needs and challenges.
• Deliver product demos that effectively showcase the value of AI solutions.
• Manage the entire sales process from initial contact to closing deals.
• Own individual closing targets and ensure deals are finalized through first payment.
• Utilize value selling techniques to emphasize product benefits and drive sales.
• Maintain call control during conversations, guiding clients towards a decision.
• Follow up relentlessly to nurture leads and close sales in a timely manner.
• Work collaboratively with the sales team to share insights and strategies.
• Prepare sales reports and forecasts to track performance and identify areas for improvement.
• Stay informed about industry trends and competitor offerings to position AI solutions effectively.

Sales Executive – AI Agents

Business Development Rep

• Conduct thorough discovery calls to understand client needs and identify opportunities
• Deliver compelling product demonstrations tailored to address client pain points
• Negotiate terms and conditions to achieve mutually beneficial agreements
• Close sales confidently, asking directly for the commitment from clients
• Manage the sales pipeline efficiently, ensuring timely follow-ups and updates
• Foster relationships with US business owners to expand market presence
• Utilize CRM tools to track and report on sales activities and outcomes
• Collaborate with cross-functional teams to enhance product offerings based on client feedback
• Continuously refine sales techniques and strategies to improve performance
• Stay updated on market trends and competitor activity to maintain a competitive edge

Business Development Manager – AI Agents

Account Executive

• Conduct discovery calls with potential clients to understand their needs.
• Deliver engaging product demos that highlight the value of our AI solutions.
• Close sales effectively, ensuring a seamless transition from prospect to customer.
• Negotiate pricing confidently while holding prices under pressure.
• Structure deals strategically, avoiding excessive discounting.
• Follow up relentlessly with prospects until a decision is made.
• Maintain accurate and up-to-date records in the CRM system.
• Report on personal sales metrics and performance without needing reminders.
• Engage in continuous learning to stay updated on product offerings and market trends.
• Collaborate with the marketing and product teams to align sales strategies.
• Build and maintain strong relationships with clients to encourage repeat business.
• Meet or exceed monthly and quarterly sales targets.

Account Executive – AI Agents

• Own the full sales cycle from discovery through to contract signing and first payment.
• Conduct live demos and present AI solutions to potential clients.
• Handle objections and communicate the value and ROI of offerings.
• Close deals with an average MRR of $300–$650+ and short sales cycles.
• Maintain daily follow-ups with leads to ensure a high close rate.
• Structure deal terms and hold pricing rather than discounting immediately.
• Track and manage sales activities in CRM with discipline and accuracy.
• Communicate confidently and peer-level with US SMB owners.
• Run several live demos per day, demonstrating product capabilities effectively.
• Collaborate with sales and marketing teams to optimize strategies and processes.

Technical Account Manager

• Own and manage a portfolio of customer accounts for AI Agents
• Proactively reach out to customers to ensure their needs are met and identify opportunities for expansion
• Configure AI agents effectively and efficiently according to customer requirements
• Troubleshoot technical issues independently before escalating to engineering teams
• Manage engineering handoffs while maintaining ownership of customer relationships
• Verify fixes and promptly address customer concerns
• Identify trends and expansion opportunities within accounts to drive growth
• Collaborate with integration engineers on custom integrations and coding as necessary
• Maintain up-to-date knowledge of product features and updates
• Facilitate customer go-lives and ensure successful AI solution implementations
• Maintain accurate CRM records of customer interactions and technical issues
• Prepare and deliver presentations and reports to stakeholders as needed

Technical Account Manager – AI Agents

• Conduct thorough discovery calls to identify client needs and challenges.
• Deliver engaging and informative product demonstrations to potential clients.
• Close sales efficiently, managing the entire sales cycle from prospecting to the first payment.
• Maintain a disciplined approach to pricing and discounting to maximize deal value.
• Utilize value selling techniques to effectively communicate the benefits of AI Agents to SMB owners.
• Demonstrate strong call control and follow-up strategies to nurture leads and convert opportunities.
• Meet and exceed individual closing targets consistently.
• Collaborate with the sales team to share insights and improve processes.
• Provide exceptional customer service and build long-lasting relationships with clients.
• Stay updated on industry trends and competitor offerings to maintain a competitive edge.

Technical Customer Success

• Manage post-sales processes for B2B SaaS customers, ensuring successful implementation and ongoing support.
• Configure software solutions based on customer requirements, ensuring optimal setup for AI agents and workflows.
• Troubleshoot technical issues and provide timely resolutions to customer inquiries and challenges.
• Collaborate with clients to develop effective AI prompts and integrations that meet their business needs.
• Maintain ownership of customer issues and open items, providing updates and follow-through on resolutions.
• Identify when engineering support is necessary and communicate effectively with the integration engineering team.
• Foster strong relationships with customers to build confidence in our solutions and support offerings.
• Document customer interactions and solutions to enhance knowledge sharing within the team.
• Provide training and guidance to customers on using our software effectively.
• Work within US business hours to ensure availability for customer support.

Technical Customer Success Manager – AI Agents

• Own the complete onboarding process for new clients, ensuring a smooth transition to our products.
• Configure Central independently to meet client needs while ensuring a strong understanding of the technical aspects of our solutions.
• Drive product adoption through proactive communication and training with customers.
• Provide troubleshooting support, addressing common issues and escalating only genuine engineering problems to the technical team.
• Manage customer communications effectively, ensuring timely and clear updates throughout the customer journey.
• Focus on retention by identifying opportunities for expansion within existing accounts.
• Demonstrate a proactive approach, executing same-day actions and communications.
• Participate in independent go-lives by Day 7 following the accelerated ramp schedule.
• Work collaboratively with engineering on custom APIs and new integrations while maintaining ownership of the customer experience.
• Work during US business hours.

• Take ownership of customer accounts, ensuring their successful adoption of our AI agents.
• Independently configure and test complete standard AI agents and call flows to meet customer specifications.
• Run standard customer go-live processes, including EHR/scheduling integrations, configuration, testing, and customer communication.
• Maintain open-item tracking and escalation paths to streamline customer support efforts.
• Proactively drive customer retention and expansion efforts through effective relationship management.
• Document customer interactions, product feedback, and best practices to enhance team knowledge.
• Serve as the main point of contact for customer inquiries and issues, troubleshooting them with minimal supervision.
• Collaborate with the integration engineering team to ensure successful implementation of custom APIs and integrations.
• Configure, troubleshoot, and optimize software solutions for customer needs.
• Address important customer items on the same day.

• Configure AI agents, prompts, and workflows to meet customer specifications
• Reproduce customer-reported problems and diagnose configuration issues
• Test fixes end to end to ensure a seamless customer experience
• Communicate effectively with customers regarding their needs and updates
• Follow through on customer inquiries and support requests
• Maintain account health through regular check-ins and performance reviews
• Focus on customer retention and expansion strategies
• Ensure same-day movement on urgent customer requests and issues
• Facilitate independent customer go-live by Day 7
• Collaborate with integration engineers for any custom API needs
• Document all customer interactions and technical configurations for future reference

Customer Success Engineer – AI Agents

Customer Success Manager

• Own the customer journey post-signing, including onboarding, configuration, and adoption.
• Identify and close expansion opportunities within existing customer accounts.
• Proactively manage customer issues, ensuring resolution on the same day they arise.
• Conduct regular follow-ups and updates with customers to keep them informed of progress and solutions.
• Utilize accelerated ramping timelines for customer go-lives, ensuring independent operations by Day 7.
• Collaborate with integration engineers for custom API or integration needs while maintaining customer focus.
• Track open items and ensure timely follow-through to drive customer success.
• Provide hands-on support for configuration and troubleshooting tasks as needed.
• Manage customer onboarding, retention, and renewal processes.
• Collaborate with various stakeholders to ensure customers achieve desired outcomes.

• Own the customer relationship post-signing, overseeing onboarding, configuration, and adoption of AI Agents.
• Proactively manage customer expectations and ensure timely resolution of issues.
• Identify, close, and expand business opportunities within the customer portfolio.
• Collaborate with integration engineers during technical handoffs.
• Implement accelerated customer ramp-up plans to achieve independent go-lives by Day 7.
• Communicate regularly with customers, provide progress updates, and address concerns.
• Troubleshoot and configure Central independently to resolve customer issues.
• Monitor customer satisfaction and retention, implementing customer experience strategies.
• Serve as the primary post-signing customer contact for onboarding, configuration, and ongoing support.
• Address customer issues promptly, with same-day resolution expectations.

Account Manager

• Own a book of customers and monitor live, blocked, broken, unresolved, at-risk, and growth-opportunity items
• Act quickly on customer questions, open items, implementation blockers, engineering escalations, and commercial conversations
• Take customers live by understanding workflows, configuring AI agents, connecting systems, and testing end to end
• Configure AI agents using prompts, flows, transfer and escalation rules, and other product settings
• Troubleshoot configuration issues, reproduce problems, inspect configurations, and fix issues independently
• Provide engineering with reproduction steps, customer impact, and urgency when escalating
• Personally verify solutions before informing customers of fixes
• Conduct onboarding, troubleshooting, and expansion calls
• Identify churn risks and protect revenue
• Identify additional workflows or processes that Central can automate to grow accounts
• Provide product feedback on recurring problems
• Create playbooks and templates from recurring problems
• Communicate customer needs to the product team and help shape future service iterations

Customer Success, Account Manager – AI Agents

• Own a book of customers, understanding their live status, issues, and opportunities
• Act swiftly to address customer questions, open items, and implementation blockers
• Facilitate customer onboarding by configuring AI agents and connecting supported systems
• Test configurations and ensure everything is functioning before customer launch
• Troubleshoot issues independently, escalating only when necessary
• Document customer interactions and recurring problems to improve processes
• Conduct onboarding, implementation, and check-in calls with customers
• Monitor account health and identify churn risks early
• Recognize opportunities for account growth by understanding customer needs
• Provide feedback to the product team regarding recurring issues and potential automation opportunities
• Own the customer relationship post-signature, ensuring smooth onboarding, adoption, retention, and expansion
• Configure AI agents and troubleshoot issues before escalating to engineering

• Own a book of customers, maintaining awareness of their needs and status.
• Move customer inquiries and issues forward the same day to ensure rapid resolution.
• Take customers live by configuring and testing AI agents based on their workflows.
• Configure AI agents personally, including prompts, flows, and escalation rules.
• Troubleshoot issues independently before escalating them to engineering.
• Document issues and provide clear steps for engineering handoff when necessary.
• Conduct onboarding and implementation calls, ensuring customers are supported.
• Identify churn risks early and proactively manage customer satisfaction.
• Grow accounts by recognizing additional opportunities for automation and support.
• Collect feedback from customers to help shape future product development.
• Document recurring problems into playbooks or templates for future reference.

Sales Executive – AI Agents

Business Development Manager – AI Agents

Account Executive – AI Agents

Account Executive – AI Agents

Technical Account Manager – AI Agents

Sales Executive – AI Agents

Technical Customer Success Manager – AI Agents

Technical Customer Success Manager – AI Agents

Technical Customer Success Manager – AI Agents

Customer Success Engineer – AI Agents

Customer Success Manager

Technical Account Manager – AI Agents

Customer Success, Account Manager – AI Agents

Customer Success, Account Manager – AI Agents

Customer Success & Account Manager – AI Agents