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Senior Agent Strategist
Assort Health. Guide complex accounts from launch through adoption, renewal, and expansion .
About the role
Key responsibilities & impact- Guide complex accounts from launch through adoption, renewal, and expansion
- Define customer goals, success measures, risks, opportunities, and ROI plans
- Help executives and operating teams identify where AI can improve performance and patient access
- Coordinate stakeholders, decisions, timelines, and workstreams across Assort Health and customers
- Address risks early, reinforce Assort’s value, and identify expansion opportunities
- Build product expertise and bring customer insights to Sales, Implementation, Product, and Engineering
- Improve playbooks and processes for scaling Agent Strategy
- Partner with executive and operating leaders
- Own a portfolio of complex customer relationships
- Guide customers from launch through renewal and expansion
Requirements
What you’ll need- 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 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 and analytical thinking
- Ability to learn technical concepts quickly
- Sound judgment and clear prioritization
- Comfort working independently in a fast-moving environment
- Experience working with healthcare providers, healthcare technology, or patient access workflows (nice to have)
- Experience helping customers adopt AI, automation, or other technical products (nice to have)
- Familiarity with Epic, athenahealth, or eClinicalWorks (nice to have)
- Experience at an early-stage startup or rapidly growing SaaS company (nice to have)
- Ability to work in the office 4 days a week
- Travel up to 25%
Benefits
Comp & perks- Employee stock options
- Annual budget for professional development
- Training opportunities
- Office setup stipend
- Medical, dental, and vision insurance
- Flexible PTO
- Lunch, dinner, and snacks
- Fitness stipend
- Commuter benefits
- 401(k)