Agent Strategy Manager

Assort Health; San Francisco (CA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Stock options

Health coverage

Learning budget

Office stipend

Flexible PTO

Meal programs

Wellness stipend

Commuter benefits

401(k)

Job summary

Assort Health in San Francisco is hiring an Agent Strategy Manager to steward healthcare customer relationships from contract through renewal and growth. You’ll learn how each customer operates, set clear goals, and use data to measure what works and what doesn’t.

You’ll collaborate with Implementation, Sales, Product, and Engineering to resolve issues and honor commitments. You’ll own your accounts and daily priorities, with guidance from your manager and opportunities to help improve team

Qualifications

• 2–5 years of direct customer-facing experience in relevant roles.
• Experience managing multiple accounts and driving renewals/growth.
• Data-driven problem solving and clear communication with leaders.

Responsibilities

• Manage healthcare customer relationships from signing through renewal and growth.
• Learn customer workflows and set goals; use data/feedback to improve outcomes.
• Collaborate with Implementation, Sales, Product, and Engineering to solve problems.
• Own daily priorities with support from management and share learnings with teammates.
• Travel occasionally to customer sites.

Skills

Customer Success

Account Management

Data analysis

Cross-functional collaboration

Tools

Epic

Job description

Building Healthcare That Remembers

Every time you call a doctor's office, the system forgets you the moment you hang up. You wait on hold, explain everything from scratch, get bounced between lines, and hope someone follows up. Everyone has felt this. No one should have to.

Every time you call a doctor's office, the system forgets you the moment you hang up. You wait on hold, explain everything from scratch, get bounced between lines, and hope someone follows up. Everyone has felt this. No one should have to. At Assort Health, we're building one continuous conversation for every patient. An AI agent that knows who you are, remembers how you like to be reached, and carries that context from your first symptom to your full recovery. What began as the first voice AI agent to schedule a specialty appointment has become the largest proprietary specialty dataset in healthcare: 285 million patient interactions, 62,000 care protocols, 1.6 million decision pathways. We went from 15 people in 2025 and will cross 250 by the end of 2026. Revenue is up 20x in 15 months and we've raised $222 million, including a recent $120 million Series C at a $1.2 billion valuation from investors including Menlo Ventures and Lightspeed. We've also been named to the Forbes Cloud 100 and the 2026 Enterprise Tech 30 as the only healthcare AI company on the list! Healthcare spends $1.1 trillion a year on administration instead of care. If you want to help change that.

About The Team

Assort’s Agent Strategy team helps healthcare providers get meaningful results from our AI products. We work with executives, operations teams, and frontline staff to make their jobs easier and improve how patients access care.

You’ll join a growing team that takes the time to understand each customer, solve problems, and help them get lasting value from Assort.

The Role

We’re hiring an Agent Strategy Manager to manage healthcare customer relationships from the time they sign a contract through renewal and growth.

You’ll learn how each customer works, agree on clear goals, and use data and feedback to understand what’s working and what needs to improve. You’ll work with Implementation, Sales, Product, and Engineering to solve problems and keep commitments to customers.

You’ll own your customer relationships and daily priorities, with support from your manager on more difficult situations. You’ll also help improve team processes and share what you learn with colleagues.

What You’ll Do

• Build trust with executives, operations leaders, and frontline staff, and stay involved as customers launch, use, and grow with Assort.
• Review performance data, identify problems, and create practical plans to improve results. Explain the value Assort delivers, such as time saved or better call handling.
• Make sure questions and requests receive timely responses. Address concerns early and work with your manager on plans to get struggling accounts back on track.
• Help customers understand the results they’re getting and where other Assort products could help. Work with Sales to support contract renewals and additional purchases.
• Build your knowledge of Assort’s products, recommend options that fit customer needs, and give Product and Engineering clear feedback.
• Find ways to reduce repetitive work, improve processes, and make useful changes that can benefit several customers.
• Document what works, share lessons from your accounts, and guide colleagues on products and tasks you know well.
• Travel occasionally to customer sites.

What You Bring

• 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, with examples of helping customers use a product successfully, see its value, renew contracts, and grow their relationship.
• You use data to understand problems, recommend solutions, and check whether those solutions worked.
• You explain results, recommendations, and next steps in a way that makes sense to both senior leaders and the people using the product.
• You manage competing priorities, coordinate with other teams, and keep customers updated.
• You ask thoughtful questions, learn new products, and use feedback to improve your work.
• You’ve improved a process, tool, document, or customer program and can explain how it helped.
• You can make progress when the answer isn’t obvious, take responsibility for your work, and ask for help when needed.
• Interest in or experience helping organizations put AI tools to use.

Nice to Haves

• Experience at an early-stage startup or a growing software company.
• Interest in improving healthcare and the patient experience.
• Experience working with healthcare providers or healthcare technology.
• Familiarity with electronic health record systems such as Epic, athenahealth, or eClinicalWorks.

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.

How We Work & What We Value

Our team at Assort Health moves fast, stays focused, and is fueled by a desire to serve our customers and patients. Our company values guide how we work—they are present in how we show up, make decisions and work together to move our mission forward. We bring a Day One Drive, relentlessly striving to improve, keep a 5-Star Focus, as our customers are our lifeblood, always Answer the Call, remembering that ownership and accountability are paramount, and show up with One Pulse, because we are one team, with one rhythm and one result. Our team is growing and we are looking for motivated, hardworking, and passionate talent. If you want to make healthcare accessible for everyone, we’d love to hear from you!

Please note:

the Assort Health Talent Team will only email you from an assorthealth.com email address.

Compensation Range: $140K - $190K