Healthcare AI Account Strategy Lead

assorthealth.com; San Francisco (CA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Competitive Compensation

Lifelong Learning

Office Setup Stipend

Health Coverage

Flexible PTO

Meals & Snacks

Fitness Stipend

Commuter Benefits

401(k)

Job summary

Assort Health is hiring an Agent Strategy Manager to guide healthcare customer relationships from contract to renewal and expansion. You’ll learn each customer’s workflow, set clear goals, and use data to drive improvements with cross‑functional teams across Implementation, Sales, Product, and Engineering.

You’ll own daily priorities, handle challenging situations with support, and help refine processes while sharing insights with colleagues across the organization.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer Success

Account Management

Technical Account Management

Implementation

Management Consulting

Data-driven problem solving

Communication with leaders

Prioritization & coordination

AI tools knowledge

Tools

Epic

athenahealth

eClinicalWorks

Job description

Assort Health is hiring an Agent Strategy Manager to guide healthcare customer relationships from contract to renewal and expansion. You’ll learn each customer’s workflow, set clear goals, and use data to drive improvements with cross‑functional teams across Implementation, Sales, Product, and Engineering.

You’ll own daily priorities, handle challenging situations with support, and help refine processes while sharing insights with colleagues across the organization.