Senior Agent Strategist

Assort Health
San Francisco, New York
Workplace: HybridFull timeUSD 155,000 - 190,000 annuallyFunction: Solutions Engineering & Sales EngineeringSkills: ["Executive communication","Building trust","Analytical thinking","Program leadership","Independent judgment"]

Own a portfolio of complex customer relationships and guide teams from launch through adoption, renewal, and expansion. Define customer goals, success measures, risks, and plans to deliver measurable ROI, partnering with executive and operating leaders to identify where AI improves performance and patient access. Coordinate cross-functional stakeholders and build agent strategy playbooks while bringing customer insights to Sales, Implementation, Product, and Engineering.

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Assort Health
Assort Health
8 hours ago

Senior Agent Strategist

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Last checked: 5 hours agoStatus: Live

Job Summary

Own a portfolio of complex customer relationships and guide teams from launch through adoption, renewal, and expansion. Define customer goals, success measures, risks, and plans to deliver measurable ROI, partnering with executive and operating leaders to identify where AI improves performance and patient access. Coordinate cross-functional stakeholders and build agent strategy playbooks while bringing customer insights to Sales, Implementation, Product, and Engineering.
Location: San Francisco, New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Guide complex accounts from launch through adoption, renewal, and expansion.
  • •Define customer goals, success measures, risks, opportunities, and plans for delivering ROI.
  • •Help executives and operating teams identify where AI can improve performance and patient access.
  • •Coordinate stakeholders, decisions, timelines, and workstreams across Assort and the customer.
  • •Address risks early, reinforce Assort’s value, and identify meaningful expansion opportunities.
Travel: Medium travel

Pay and Benefits

Salary: USD 155,000 - 190,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLearning BudgetOffice StipendPaid LeaveMeal AllowanceGym MembershipCommuter Benefits401kEquity

Key Requirements

  • •5+ years of customer-facing experience in Customer Success, Account Management, Consulting, Implementation, or a related role.
  • •Experience owning adoption, retention, renewals, and expansion for complex customer accounts.
  • •Strong executive communication skills and the ability to build trust across senior leaders and working teams.
  • •Experience leading programs with multiple workstreams, competing priorities, and cross-functional partners.
  • •Strong product aptitude, analytical thinking, and comfort learning technical concepts quickly.
Experience:HealthcareHealthcare AISaaSPatient accessVoice AI
Skills:Executive communicationBuilding trustAnalytical thinkingProgram leadershipIndependent judgment

Company Brief

Assort Health
Builds specialty-specific generative AI agents (voice, text, web) that manage patient calls and communications for healthcare providers, automating scheduling, triage, and administrative workflows to reduce hold times and improve access to care.
Industry: HealthTech
Company Size: Medium (51 to 250 employees)
Growth: Scaleup
Funding: Series B
Headquarters: San Francisco, United States
Founded: 2023
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