Remote Technical Account Lead for AI-Driven Success

Wing Assistant; Belgrade (MT); Remote; USD 70,000 - 95,000; Full time

Job summary

Wing Assistant is seeking a proactive Account Manager/Customer Success professional to own a book of live clients, drive onboarding, renewal, and expansion, and coordinate with an Integration Engineer. You’ll configure flows, manage call-forwarding, and ensure loyal, high-value relationships in a remote US-focused environment.

You’ll handle daily client calls, track open items, and push for consistent updates.

Qualifications

• 2 years in B2B Customer Success, Account Management, or Tech Support owning a named account list.
• Hands-on software configuration experience (automations, IVR, phone trees, CRM, no-code tools).
• Technical fluency: capable of reading API docs, understanding webhooks, and self-learning new tools.
• Daily phone communication with clients (not email-only).
• 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 to manage customer emails autonomously.

Responsibilities

• Own a book of live accounts – Know every one — what’s live, what’s broken, who’s quiet, who’s unhappy, what’s unresolved.
• Run follow-ups relentlessly – Open items, deals, escalations, promised call-backs.
• Take new customers live – 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.
• Configure the product – Flow builder, prompt builder, transfer settings, notification rules.
• Be on the phone – Several customer calls a day — onboarding, check-ins, escalations, saves.
• Protect and grow revenue – Spot churn risk early and intervene, work past-due invoices, close upsells.
• Spot what to automate next – Write up manual, repetitive back-office work and bring it to us.
• Write it down – Every recurring fix becomes a documented play for future use.

Skills

B2B Customer Success

Account Management

Tech Savvy

Phone Communication

English Proficiency

Self-learning

Tools

CRM

No-code tools

IVR

Automation platforms

Job description

Wing Assistant is seeking a proactive Account Manager/Customer Success professional to own a book of live clients, drive onboarding, renewal, and expansion, and coordinate with an Integration Engineer. You’ll configure flows, manage call-forwarding, and ensure loyal, high-value relationships in a remote US-focused environment.

You’ll handle daily client calls, track open items, and push for consistent updates.