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Customer Success Manager, AI Agents

Wing · Belgrade

Posted 2026-09-17 · Verified live 2026-09-20

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About this role

<p><strong><em>We're also open to Account Manager, and Technical Account&nbsp;Manager backgrounds. What matters is that you're tech-savvy and you own outcomes.</em></strong></p>

<h3><br><strong>The Role</strong></h3>

<p>Central replaces the front desk. Our AI answers the phone for clinics, dental and sleep&nbsp;practices, auto shops and other small businesses — books appointments, looks up patient&nbsp;records, transfers calls to a human when it matters. We're now expanding into the back&nbsp;office: intake, scheduling, verification, follow-up and the admin work that eats a&nbsp;practice's day.</p>

<p>You own the customer after they sign. Their onboarding, their adoption, their renewal,&nbsp;their expansion. You are the person they call, and the person who calls them first when&nbsp;something looks wrong.</p>

<p>You won't be doing this alone. We have an integration engineer who handles the deep&nbsp;technical build — new EHR connections, custom API work, anything that needs code. Your job is to own the relationship and the account, configure the product yourself for everyday&nbsp;needs, and hand off cleanly when something genuinely needs engineering.</p>

<h3><strong>What's yours, and what's the engineer's</strong></h3>

<p>Being clear about this up front, because the handoff is where accounts usually get dropped:</p>

<strong>| You own | The Integration Engineer owns |</strong>

<ul>

<li>The customer relationship and every open item on it | Building new EHR and system integrations</li>

<li>Call flows, prompts, transfer rules, SMS and notification settings | Custom API work and anything needing code</li>

<li>Getting the customer live on existing, supported integrations | Debugging the platform itself</li>

<li>Deciding when something is a bug vs a config problem | Fixing the bug once you've escalated it</li>

<li>Telling the customer what's happening, and when&nbsp;</li>

</ul>

<h3><strong>The handoff is yours to manage</strong></h3>

<ul>

<li>Escalating to the engineer does not move the account off<br>your plate.</li>

<li>You still own the update to the customer, the timeline, and the follow-up until<br>it's actually closed.</li>

</ul>

<h3><strong>What you'll do</strong></h3>

<ul>

<li><strong>Own a book of live accounts - </strong>Know every one — what's live, what's broken, who's quiet, who's unhappy, what's unresolved. Nothing should sit open for weeks.</li>

<li><strong>Run follow-ups relentlessly -</strong> Open items, deals, escalations, promised call-backs. This is most of the job, and it is the part that decides whether we keep customers.</li>

<li><strong>Take new customers live -</strong> Set up call forwarding, build their flow, connect supported integrations, then test it end to end on a real record before you tell them it works.</li>

<li><strong>Configure the product -</strong> Flow builder, prompt builder, transfer settings, notification&nbsp;rules. Most customer problems are configuration, and you fix those yourself.</li>

<li><strong>Be on the phone - </strong>Several customer calls a day — onboarding, check-ins, escalations, saves. The best outcome in this job usually starts with you calling someone before they call you</li>

<li><strong>Protect and grow revenue -</strong> Spot churn risk early and intervene. Work past-due invoices. Close upsells when a customer wants more than they're paying for.</li>

<li><strong>Spot what to automate next - </strong>You're inside these businesses daily. When you see manual, repetitive back-office work, write it up and bring it to us — you won't build it, but the best ideas will come from you.</li>

<li><strong>Write it down</strong> - Every recurring fix becomes a documented play, so the next person — or&nbsp;the AI — handles it without you.</li>

</ul>

<p><strong>Who this is for</strong></p>

<p>You're curious about AI in a way that shows up in your actual work, not on your resume. You&nbsp;already use these tools daily, you have opinions about where they break, and being handed a&nbsp;new agent to deploy is the appealing part of this job rather than the scary part.</p>

<p>You close loops without being chased. You post what you did and what's still broken before&nbsp;anyone asks. You don't say something is fixed until you've tested it yourself. When you're&nbsp;blocked by someone else, you go around them or escalate the same day — "waiting on them" is&nbsp;not a status update.</p>

<p>You want to grow fast and you're willing to be uncomfortable to do it. This is an early team&nbsp;building something that changes weekly. If you want a defined scope and a stable process,&nbsp;this will frustrate you.</p>

<p><strong>How we work</strong></p>

<p>We're small and remote, so a few things are non-negotiable:</p>

<strong>Non-Negotiable Expectations</strong>

<ul>

<li>

<strong>Know your book cold:</strong> Own every account, live status, and issue; never let leadership or the client inform you of a problem first.

</li>

<li>

<strong>Nothing sits:</strong> Resolve or send a written update on open items the same day.

</li>

<li>

<strong>Proactive updates:</strong> Post daily written progress reports without reminders.

</li>

<li>

<strong>Fixed means tested:</strong> Verify fixes on real records; report ongoing issues directly.

</li>

<li>

<strong>Simple solutions first:</strong> Pick up the phone immediately if it speeds up resolution.

</li>

<li>

<strong>No blame loops:</strong> Focus strictly on finding the fix and learning the lesson.

</li>

</ul>

<strong>What We’re Looking For</strong>

<strong><em>Requirements:</em></strong>

<ul>

<li>

2+ years in B2B Customer Success, Account Management, or Tech Support owning a named account list.

</li>

<li>

Hands-on software configuration experience (automations, IVR, phone trees, CRM, no-code tools)—not just logging tickets.

</li>

<li>

Technical fluency: capable of reading API docs, understanding webhooks, and self-learning new tools.

</li>

<li>

Daily phone communication with clients (not email-only).

</li>

<li>

Proven experience carrying a retention, renewal, or upsell target.

</li>

<li>

Clear, confident spoken English for live calls with US business owners and clinic staff.

</li>

<li>

Full availability for live calls during US business hours.

</li>

<li>

High-level written English to manage customer emails autonomously.

</li>

</ul>

<strong><em>Nice-to-Haves:</em></strong>

<ul>

<li>

Telephony experience (VoIP, call forwarding, Twilio, Dialpad, RingCentral).

</li>

<li>

Background in healthcare front-office, practice management, EHR, or RCM.

</li>

<li>

Prior experience at a fast-moving, &lt;50-person startup.

</li>

<li>

Familiarity with Linear, Jira, Stripe, and Slack Connect.

</li>

<li>

Hands-on experience shipping an automation, agent, or script using AI tools.

</li>

</ul>

<strong>The Reality of the Role</strong>

<ul>

<li>

<strong>Single ownership:</strong> You are fully accountable for your accounts—no hand-holding or chasing.

</li>

<li>

<strong>High standards:</strong> "I thought it was fixed" isn't acceptable; verify before reporting, and share bad news early.

</li>

<li>

<strong>Outcome-driven:</strong> Flexible hours, but mandatory alignment with US client working hours.

</li>

<li>

<strong>Demanding SMB clients:</strong> High urgency required, as downtime directly impacts their revenue.

</li>

<li>

<strong>Evolving scope:</strong> Expect your responsibilities to adapt as we expand into back-office workflows.

</li>

</ul>

<strong>First 90 Days</strong>

<ul>

<li>

<strong>Day 30:</strong> Fully own the account book, call every client, clear backlogs, and independently build/test product flows.

</li>

<li>

<strong>Day 60:</strong> Lead new implementations end-to-end, keep open items clear, and submit complete engineering escalations.

</li>

<li>

<strong>Day 90:</strong> Proactively prevent churn, document recurring fixes, close expansion revenue, and propose new back-office automation opportunities.

</li>

</ul>

<strong>Location Requirements</strong>

<ul>

<li>

Fully remote.

</li>

<li>

<strong>Priority location:</strong> Philippines.

</li>

<li>

<strong>Secondary hiring regions:</strong> Malaysia, Mexico, Colombia, Argentina.

</li>

<li>

<strong>Also considering:</strong> India, Vietnam, Brazil, Costa Rica, South Africa, Romania, Poland, Serbia.

</li>

</ul>

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