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Principal Agent Strategy Manager

📅 Sep 25
Customer SuccessAccount ManagementConsultingImplementation
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📜 Description

  • Own complex customer accounts throughout the customer journey.
  • Set success measures, assess risks and growth opportunities, and develop plans to deliver ROI.
  • Build executive relationships and guide decisions about AI, operations, and growth.
  • Coordinate governance, decisions, timelines, and workstreams across customer and internal teams.
  • Lead renewals, protect retention, and identify expansion opportunities.
  • Share customer insights with product and implementation teams, mentor Agent Strategists, and improve team playbooks.

🛠️ Requirements

  • 8+ years of relevant experience in Customer Success, Account Management, Consulting, Implementation, or Enterprise Strategy.
  • Experience owning large, high-value accounts across adoption, retention, renewal, and expansion.
  • Strong executive communication, commercial judgment, and the ability to navigate complex organizations.
  • Experience leading programs across multiple teams, workstreams, and senior stakeholders.
  • Strong product aptitude, analytical thinking, and the ability to learn technical concepts quickly.
  • The ability to influence without authority, mentor others, and improve how a team operates.
  • Sound judgment, clear prioritization, and comfort making decisions with limited information.
  • Experience working in healthcare, health tech, or another highly regulated industry.
  • Experience helping enterprise customers adopt AI, automation, or other technical products.
  • Experience building customer programs, processes, or playbooks from the ground up.

✨ Benefits

  • 💸 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
  • Vision insurance
  • 🏖 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.
Full 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.

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: 345 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, apply below.

The Role

Assort Health is changing how healthcare organizations connect patients with care through AI. We’re hiring a Principal Agent Strategist to lead our largest and most important customer partnerships.

You’ll work directly with C-suite and operating leaders, own complex relationships from launch through expansion, and help customers turn ambitious goals into measurable results. You’ll coordinate teams across Assort, navigate high-stakes decisions, and ensure each partnership delivers lasting value.

This is a senior individual contributor role with meaningful influence across the company. You’ll help shape our product, mentor other Agent Strategists, and define how the function scales.

What You’ll Do

  • Own Assort’s largest and most complex accounts across the full customer journey.

  • Define outcomes, success measures, risks, growth opportunities, and plans for delivering ROI.

  • Build trust with C-suite stakeholders and guide decisions about AI, operations, and growth.

  • Coordinate governance, decisions, timelines, and workstreams across Assort and the customer.

  • Protect retention, lead renewals, and identify meaningful expansion opportunities.

  • Bring customer insights into product, implementation, and business decisions.

  • Mentor other Agent Strategists and improve the playbooks used across the function.

  • Travel up to 25% for executive meetings, presentations, and customer work.

What You Bring

  • 8+ years of relevant experience in Customer Success, Account Management, Consulting, Implementation, or Enterprise Strategy.

  • Experience owning large, high-value accounts across adoption, retention, renewal, and expansion.

  • Strong executive communication, commercial judgment, and the ability to navigate complex organizations.

  • Experience leading programs across multiple teams, workstreams, and senior stakeholders.

  • Strong product aptitude, analytical thinking, and the ability to learn technical concepts quickly.

  • The ability to influence without authority, mentor others, and improve how a team operates.

  • Sound judgment, clear prioritization, and comfort making decisions with limited information.

Nice to Haves

  • Experience working in healthcare, health tech, or another highly regulated industry.

  • Experience helping enterprise customers adopt AI, automation, or other technical products.

  • Experience building customer programs, processes, or playbooks from the ground up.

  • Experience at an early-stage startup or rapidly growing SaaS company.

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.

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