Senior Agent Strategist

Assort Health

• $110K — $130K *
Healthcare
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in Customer Success, Account Management, Consulting, or related customer-facing role.
  • Demonstrated experience managing complex customer accounts including adoption and renewals.
  • Strong executive communication skills for building trust with senior leaders and teams.
  • Ability to lead programs across multiple workstreams and competing priorities.
  • Strong analytical skills with a fast aptitude for learning technical concepts.
  • Sound judgment and ability to prioritize effectively in a fast-paced environment.

Responsibilities

  • Guide complex accounts from launch through adoption and renewal phases.
  • Define customer success measures, risks, opportunities, and ROI delivery plans.
  • Assist executives in identifying AI-enhanced performance and access improvements.
  • Coordinate stakeholder decisions, timelines, and workflows across teams.
  • Proactively address risks and reinforce Assort's value to customers.
  • Translate customer insights into feedback for Sales, Implementation, Product, and Engineering teams.
  • Enhance playbooks and processes for scaling Agent Strategy effectively.

Benefits

  • Competitive compensation with salary and employee stock options.
  • Annual budget for professional development and training opportunities.
  • Support for office setup to ensure a comfortable work environment.
  • Comprehensive health coverage including medical, dental, and vision.
  • Flexible PTO to encourage work-life balance and recharging.
  • Provision of meals and snacks to promote a collaborative atmosphere.
  • Fitness stipends to support employee wellness initiatives.
  • Commuter benefits to ease transportation costs.
  • 401(k) plan for retirement savings.
Full Job Description
The Role

Assort Health is changing how healthcare organizations connect patients with care through AI. We're hiring a Senior Agent Strategist to help our customers turn that technology into meaningful, measurable results.

You'll partner with executive and operating leaders, own a portfolio of complex relationships, and guide customers from launch through renewal and expansion. Your work will directly influence patient access, customer growth, and the evolution of our product.

You'll join at a pivotal stage and help define how Agent Strategy works at Assort. This is an opportunity for an experienced customer leader who wants meaningful ownership, visible impact, and a direct role in scaling a growing healthcare AI company.

What You'll Do
  • 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.
  • Build product expertise and bring customer insights to Sales, Implementation, Product, and Engineering.
  • Improve the playbooks and processes that will shape how Agent Strategy scales.
  • Travel up to 25% for key meetings, presentations, and relationship building.


What You Bring
  • 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 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 the ability to learn technical concepts quickly.
  • Sound judgment, clear prioritization, and comfort working independently in a fast-moving environment.


Nice to Haves
  • Experience working with healthcare providers, healthcare technology, or patient access workflows.
  • Experience helping customers adopt AI, automation, or other technical products.
  • Familiarity with healthcare systems such as Epic, athenahealth, or eClinicalWorks.
  • Experience at an early-stage startup or rapidly growing SaaS company.


Benefits & Perks for Assorties
  • Competitive Compensation - Including salary and employee stock options so you share in our success.
  • Lifelong Learning - Annual budget for professional development, plus training opportunities to help you grow.
  • Office Setup Stipend - We'll outfit your in-office workspace so comfy as it's productive.
  • Top-Tier Health Coverage - Medical, dental, and vision insurance, because your health comes first.
  • Flexible PTO - We trust you to take the time you need to recharge and come back ready to crush it.
  • 🥗 Meals & Snacks - Lunch, dinner, and snack breaks that fuel great ideas.
  • Fitness Stipend - Your wellness matters. We reimburse monthly membership costs to support your health.
  • 🚆 Commuter Benefits - We cover eligible transportation costs to make your trip to work easier.
  • 401(k) - Build your retirement savings.

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