Own adoption, value realization, and workflow excellence for advisory customers by configuring Fieldguide, improving engagement delivery, enabling teams, and translating practitioner insights into scalable product workflows.
Implementation & Customer Success Manager — AI Agents
📜 Description
- Manage the customer journey from contract signing through implementation, launch, and ongoing success.
- Configure workflows, call forwarding, and integrations to bring new customers live.
- Build and improve AI agent behaviors, including prompts and escalation logic.
- Implement new workflows and integrate systems such as athenahealth and Brightree.
- Lead onboarding calls and regular customer check-ins; troubleshoot issues and coordinate engineering escalations.
- Identify churn risks and account expansion opportunities, and document recurring issues in playbooks.
🛠️ Requirements
- 3+ years in implementation, customer success, or a technical account management role at a B2B software company.
- Proven experience managing a book of customers or implementations independently.
- Hands-on experience configuring software for customers, such as CRMs or workflow automation tools.
- Strong spoken and written English communication skills.
- Experience with telephony, healthcare software, or APIs and integrations.
- Ability to troubleshoot technical issues effectively.
- Strong organizational skills to manage multiple implementations simultaneously.
- Willingness to work US business hours consistently.
- Experience in front-office or healthcare operations.
- Familiarity with tools such as Linear/Jira, Stripe, and Slack.
✨ Benefits
- Opportunity to work with cutting-edge AI technology in a rapidly evolving field.
- Remote work environment with flexibility in your setup.
- Professional development opportunities and growth within the company.
- Collaborative team culture with a focus on innovation.
- Access to learning resources and support for career advancement.
- Engaging work that impacts real business operations.
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