Remote AI Customer Success Manager - Onboarding & Telephony

Lever, Inc.; New York (NY); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Remote work

Onboarding support

Training opportunities

Competitive pay

Job summary

Central is seeking an Implementation & Customer Success Manager to guide clients from contract to the first live call. You will own live accounts, configure the product, troubleshoot issues, and directly engage with customers to ensure a smooth transition and ongoing satisfaction.

Daily responsibilities include onboarding, testing call flows, managing integrations with health systems, and proactive outreach to protect revenue. Remote work is supported; strong communication is essential.

Qualifications

• 3+ years in implementation, onboarding, technical account management, or customer success in a B2B software environment.
• Experience configuring software for customers using workflow or automation builders.
• Daily interaction with customers via phone.
• Hands-on experience with telephony systems (VoIP) or healthcare systems (EHR, PMS).
• Ability to work from 9am-5pm US Eastern time, regardless of location.
• Strong written English skills sufficient to manage customer emails without review.

Responsibilities

• Take new customers live by setting up call forwarding and building their call flow while testing end-to-end.
• Configure product features including flow builder, prompt builder, transfer settings, and notification rules.
• Manage integrations with systems like AthenaHealth, Brightree, and Availity; ensure API keys and credentials are set up.
• Conduct daily onboarding calls, check-ins, escalations, and proactive interventions.
• Triage issues to engineering with detailed reports, verify fixes, and keep customers informed.
• Identify churn risks early and intervene to protect revenue, including addressing past-due invoices.
• Document recurring fixes to enable self-service for customers.
• Maintain regular communication with clients to ensure satisfaction.

Skills

Onboarding

Customer success

Account management

VoIP

Tools

Twilio

AthenaHealth

Brightree

Availity

Job description

Central is seeking an Implementation & Customer Success Manager to guide clients from contract to the first live call. You will own live accounts, configure the product, troubleshoot issues, and directly engage with customers to ensure a smooth transition and ongoing satisfaction.

Daily responsibilities include onboarding, testing call flows, managing integrations with health systems, and proactive outreach to protect revenue. Remote work is supported; strong communication is essential.