Senior Agent Strategy Manager

The role

The Senior Agent Strategy Manager will guide complex customer accounts from launch through renewal and expansion. You will partner with executive leaders to define customer goals and identify where AI can improve performance and patient access.

What you will 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.

Required qualifications

• 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 have

• 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

• Competitive Compensation – Including salary and employee stock options
• Lifelong Learning – Annual budget for professional development, plus training opportunities
• Office Setup Stipend
• Top-Tier Health Coverage – Medical, dental, and vision insurance
• Flexible PTO
• Meals & Snacks – Lunch, dinner, and snack breaks
• Fitness Stipend – Monthly membership cost reimbursement
• Commuter Benefits
• 401(k)

About the company

Assort Health is building an AI agent to create a continuous conversation for every patient. The company has raised $222 million and was named to the Forbes Cloud 100 and the 2026 Enterprise Tech 30.