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

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