Senior Agent Strategist

Assort Health

β€’ $120K β€” $145K *
Healthcare
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of customer-facing experience in relevant fields
  • Proven track record of managing adoption, retention, renewals, and expansion
  • Strong skills in executive communication and relationship building
  • Experience managing complex projects with multiple workstreams
  • Ability to quickly grasp and apply technical concepts
  • Excellent judgment and prioritization in fast-paced environments

Responsibilities

  • Guide complex customer accounts through entire lifecycle from launch to renewal
  • Establish goals, success metrics, and plans to ensure return on investment
  • Advise executive teams on AI implementation to enhance patient access
  • Coordinate cross-team stakeholder efforts and timelines
  • Identify risks early and propose strategies to reinforce value and foster growth
  • Develop product knowledge and relay customer insights to various departments
  • Refine processes that support the scaling of Agent Strategy

Benefits

  • Competitive compensation package including stock options
  • Annual budget for professional development and training opportunities
  • Office setup stipend for creating a productive workspace
  • Comprehensive health coverage including medical, dental, and vision
  • Flexible paid time off for work-life balance
  • Catered meals and snacks to support workplace wellbeing
  • Monthly fitness stipend to promote health and wellness
  • Commuter benefits for transportation support
  • 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.
  • πŸ₯— 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.
  • πŸš† Commuter Benefits - We cover eligible transportation costs to make your trip to work easier.
  • 401(k) - Build your retirement savings.

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