Agent Strategy Manager

Assort Health

. Build trust with executives, operations leaders, and frontline staff throughout customer launches, product use, and growth .

Posted 11/3/2026full-timeUnited StatesJuniorMid-Level💰 $140,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Customer Success and Account Management by effectively managing customer relationships, utilizing data to drive improvements, and facilitating contract renewals. Proficient in communicating results and recommendations to senior leaders while fostering collaboration across teams.

Highest-signal resume keywords

Customer Success ManagementData AnalysisContract Renewal SupportProcess ImprovementHealthcare Technology Familiarity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementCustomer Relationship ManagementData-Driven Decision MakingProcess ImprovementProduct Knowledge

Soft Skills

CommunicationProblem-SolvingPrioritizationCollaborationResponsibility

Tools & Technologies

Electronic Health Record SystemsEpicAthenahealthEClinicalWorks

Industry Keywords

Customer LaunchHealthcareAI ToolsEarly-Stage StartupPatient Experience

About the role

Key responsibilities & impact

Build trust with executives, operations leaders, and frontline staff throughout customer launches, product use, and growth
Review performance data, identify problems, and create practical plans to improve results
Explain Assort’s value, including time saved and better call handling
Ensure customer questions and requests receive timely responses
Address concerns early and help struggling accounts get back on track
Help customers understand results and identify opportunities for other Assort products
Work with Sales to support contract renewals and additional purchases
Build product knowledge and recommend options suited to customer needs
Provide clear feedback to Product and Engineering
Reduce repetitive work and improve processes benefiting multiple customers
Document successful practices, share account lessons, and guide colleagues
Travel occasionally to customer sites

Requirements

What you’ll need

2–5 years of experience working directly with customers in Customer Success, Account Management, Technical Account Management, Implementation, Management Consulting, or a similar role
Experience managing a group of customer accounts and helping customers use a product successfully, see its value, renew contracts, and grow their relationship
Ability to use data to understand problems, recommend solutions, and evaluate results
Ability to explain results, recommendations, and next steps to senior leaders and product users
Ability to manage competing priorities, coordinate with other teams, and keep customers updated
Ability to learn new products and use feedback to improve work
Experience improving a process, tool, document, or customer program
Ability to make progress when the answer is not obvious, take responsibility, and ask for help when needed
Interest in or experience helping organizations put AI tools to use
Experience at an early-stage startup or growing software company (nice to have)
Interest in improving healthcare and the patient experience (nice to have)
Experience working with healthcare providers or healthcare technology (nice to have)
Familiarity with electronic health record systems such as Epic, athenahealth, or eClinicalWorks (nice to have)
Ability to work in the office 4 days a week

Benefits

Comp & perks

Employee stock options/equity
Annual professional development budget
Training opportunities
Office setup stipend
Medical, dental, and vision insurance
Flexible PTO
Lunch, dinner, and snacks
Fitness stipend
Commuter benefits
401(k)