Senior Agent Strategy Manager

San Francisco, New York
Full-time

About the role

What we're looking for:

We need someone with 5–10 years of customer-facing experience in Customer Success, Account Management, Consulting, or Implementation who has owned adoption, retention, and expansion for complex accounts. You should be comfortable operating in a fast-paced startup environment, managing a strategic book of 10–15 accounts worth $3–5M in ARR, and acting as the voice of the customer across cross-functional teams. Bonus points if you have healthcare technology experience or have helped customers adopt AI and automation products.

What you'll do:

  • Own a portfolio of complex customer relationships from go-live through adoption, renewal, and expansion — managing 10–15 accounts across mid-market, enterprise, strategic enterprise, or health system segments
  • Guide executive and operating leaders at healthcare organizations on where AI can improve performance and patient access, serving as a strategic consultant throughout the customer lifecycle
  • Oversee onboarding and training for new customers going live on the platform, coordinating closely with the Agent Deployment team on technical implementations
  • Drive net revenue retention targets (100–110%+ NRR) by reinforcing value, identifying expansion opportunities, and proactively addressing churn risks
  • Handle frontline customer support including inbound tickets, escalations, and customer recovery — ensuring issues are resolved quickly and relationships stay strong
  • Serve as the voice of the customer to Product, Engineering, Sales, Solutions Engineering, and Agent Deployment teams — presenting feedback and insights that shape the product roadmap
  • Build and refine playbooks, processes, and knowledge repositories that will define how Agent Strategy scales as a function
  • Mentor junior team members and help establish best practices as the team grows from its current foundation
  • Conduct QBRs/EBRs, on-site client visits, and represent Assort Health at conferences — travel up to 25%

About Assort Health

Assort Health is building healthcare that remembers.

From call center automation and form intake to referrals, document processing, outreach, and payments, we manage the entire patient journey for providers. Our platform is the most widely used AI agents platform for the patient journey, built on 190 million patient interactions across 23 specialties and a model that handles the complexity general-purpose AI can't.

Healthcare organizations see a 5% lift in appointment volume, a 115% increase in labor capacity, and a 4.3 out of 5 patient satisfaction score.

With over $222M raised from Menlo Ventures, Lightspeed, First Round Capital, Apolo Ohno, and Joe Montana, Assort is becoming the standard for how providers use AI to transform the patient journey

Required skills

Epic
athenahealth
eClinicalWorks

Other roles at Assort Health

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Job details

Salary

$155,000 - $190,000

Location

San Francisco, New York

Experience

5+ years

Company

NameAssort Health
Industryhealthcare, ai, b2b
Team Size230

Funding

Total raised

$102M

Last stage

Series A

Investors

Lightspeed Venture Partners

Founders

JW

Jon Wang

Co-Founder & Co-CEO

JL

Jeff Liu

Co-Founder & Co-CEO

What happens next.

No applications, no recruiter spam. Just the intro.

01

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

02

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

03

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.