Assort Health

Customer Success Manager

• Hire, train, and lead the team — recruit, onboard, and coach members of the CS team, and own their growth and performance.
• Own team-level outcomes — drive end-to-end account health across your portfolio, set capacity and book assignments, and bring operational rigor to how the team runs.
• Be a strategic advisor on agentic AI — partner with C-suite and operating leaders to transform how patients experience care, expanding their vision of what's possible with AI and delivering measurable outcomes.
• Drive executive presence and relationship depth — model and coach the team on building relationships that go beyond the day-to-day CSM contact, including leading QBRs and ensuring every account has meaningful coverage across clinical, operational, and executive stakeholders.
• Diagnose and solve with data — proactively identify, surface, and address risks and opportunities, and translate insights into recommendations that drive ROI, unlock productivity, and improve AI agent performance.
• Be the voice of the customer — develop deep fluency in Assort's product and partner closely with Sales, Implementation, Product, and Engineering to ensure our strategic customers’ needs shape what we build, sell, and deliver.
• Own team-level GRR and NRR — set and track retention and expansion targets across your team's portfolio, with clear accountability for revenue outcomes, not just activity metrics.
• Build scalable systems — own design and implementation of playbooks, processes, and tools that let us deliver consistent, world-class support as we rapidly grow.
• Travel to client sites (up to 25%).

Manager, Customer Success Team

Sales

• Own pipeline growth and revenue targets across assigned territories or verticals.
• Lead and mentor the sales team, providing coaching on discovery, objection handling, and closing strategies.
• Build and scale the NYC team from the ground up — hiring, onboarding, and developing top sales talent as the office grows.
• Develop and optimize sales playbooks, processes, and enablement tools for scalable growth.
• Partner cross-functionally with Marketing, Customer Success, and Product to ensure strong alignment across the GTM funnel.
• Represent Assort Health externally at conferences, webinars, and customer meetings.
• Collaborate with the executive team on pricing, positioning, and market expansion strategy.
• Track and report key metrics, including conversion rates, pipeline velocity, and ARR attainment.
• Handle ambiguity and turn order into chaos for the benefit of your team.
• Willingness and ability to travel up to 25% of the time.

Sales Manager

Business Development Rep

• Hire, onboard, and develop a team of BDMs focused on health systems and IDN accounts — setting a high bar from the first interview to the first meeting booked.
• Run a weekly rhythm of 1:1s, pipeline reviews, and call coaching that sharpens rep performance and maintains pipeline visibility.
• Identify skill gaps and design targeted coaching interventions; create a culture where feedback is expected and welcomed.
• Define and maintain the BDM playbook: Outreach sequencing, persona-level messaging, and qualification criteria.
• Translate market, product, and competitive signals into outreach strategy — keeping the team’s approach current and differentiated.
• Partner with AVPs and Health System Sales leadership to align on account coverage, handoff quality, and pipeline conversion expectations.
• Collaborate with Marketing on campaign strategy, content, and intent signal activation to maximize the team’s outbound effectiveness.
• Own BDM pipeline targets: set individual and team quotas for meetings, qualified opportunities, and pipeline dollar contribution.
• Monitor leading indicators (activity, sequence performance, conversion rates) and act on trends before they become misses.
• Maintain rigorous CRM hygiene standards (Salesforce); ensure the team’s data is accurate enough to drive reliable forecasting.
• Report pipeline health, funnel metrics, and team performance to Sales leadership on a regular cadence.

Manager, Business Development

Manager

• Build and execute 1:1/1:few ABM strategies for a focused portfolio of Strategic and Enterprise health system accounts
• Partner with Enterprise AEs, SDRs, and RevOps on account planning, whitespace analysis, stakeholder mapping, and deal acceleration
• Own the tactical engine: LinkedIn (Sales Navigator + paid), personalized gifting/direct mail, executive programs, and outbound sequenced into buying-committee journeys
• Turn industry moments into account-specific pre/at/post-event plays in partnership with Field/Events
• Use AI across the workflow - research, personalization, insight synthesis, and lightweight automations with strong QA and brand control
• Define and report on engagement, pipeline, and revenue metrics; partner with RevOps on dashboards and account-level insights

Senior ABM Manager

Technical Program Manager

• Coordinate implementation projects across engineering teams and key stakeholders
• Create clear processes for planning, tracking, and executing implementation work
• Partner with operations to ensure smooth delivery of agent implementation initiatives
• Track progress across workstreams and help keep teams aligned on priorities
• Improve visibility and organization across engineering initiatives
• Support internal engineering operations such as recurring meetings, handoffs, and planning processes
• Help identify operational gaps and build systems that improve how teams collaborate and deliver work

Full-stack Engineer

• Own complex, multi-person projects from concept to production, defining scope and timelines while being fully accountable for outcomes
• Mentor engineers across teams, coach them through complex problems, and raise overall team capability
• Enjoy a high degree of autonomy, tasked with solving complex problems in innovative ways.
• Lead discussions, contributing fresh ideas and perspectives.
• Act as a subject matter expert while enabling others to contribute effectively
• Develop production-grade software that complies with HIPAA and healthcare security standards at scale

Staff Software Engineer

Solutions Engineer

• Act as a technical advisor and strategic partner to customers and prospects.
• Lead complex demonstrations of Assort Health’s AI offerings, showcasing real-world value and scalability.
• Partner with Sales to qualify new prospects and support existing customers on their journey to build and scale AI-driven healthcare solutions.
• Provide high-value feedback to Product, Engineering, and Research teams to inform platform evolution and feature prioritization.
• Create educational content and tooling to empower both internal teams and external partners.

Financial Planning and Analysis

• The forecast, end-to-end. Run monthly, quarterly, and annual planning across revenue, OpEx, headcount, and cash. You're accountable to the Head of Finance and board for the integrity of every number in the model.
• Executive business partnering. Be the senior finance partner to functional leaders across GTM, R&D, and G&A. Sit in the room when they make resource decisions, pressure-test their plans, and hold them to their commitments.
• Our planning infrastructure. Lead the implementation and ongoing evolution of our planning platform (Pigment, Anaplan, or similar). Design the model architecture, data integrations, and reporting layer that will scale with us through the next several stages of growth.
• Board and executive reporting. Produce the board deck, monthly operating reviews, and investor reporting. Surface weekly insights that change how the leadership team thinks — not just the variance to plan.
• P&L ownership across the business. Drive initiatives to improve gross margin, optimize COGS, and increase operational leverage. You'll touch revenue recognition (ASC 606), margin improvement, capital allocation, and cash flow management.
• Deal desk & pricing strategy. Partner with Sales and RevOps to establish pricing guardrails, assess deal economics, and ensure pricing strategy supports long-term value. You'll help instill financial rigor in how we think about enterprise deal structures.
• Ad hoc modeling & scenario planning. Build sophisticated models to evaluate unit economics, ROI of various investments, and capital efficiency. Make the call on what we should do, not just present the numbers.

Senior FP&A Manager

• You'll have many responsibilities and will be involved in key decisions alongside the founders
• Work closely with our world-class engineering team to develop features and products from the ground up.
• Enjoy a high degree of autonomy, tasked with solving complex problems in innovative ways.
• Participate actively in design and development discussions, contributing fresh ideas and perspectives.
• Engage with healthcare professionals to tailor software solutions that meet real-world needs.
• Play a role in an agile team, prioritizing rapid development and deployment to meet our ambitious goals.
• You will develop scalable software solutions that comply with HIPAA and other security standards.

Senior Software Engineer

Security Engineer

• Help build the company’s foundational security program across multiple domains, with a focus on practical improvements that strengthen overall security maturity.
• Work on cloud and infrastructure security initiatives, helping identify gaps, improve configurations, and support a secure environment in a primarily cloud-based setup.
• Contribute to detection and response efforts by helping establish monitoring, incident response, and related operational security processes as internal capabilities are developed.
• Support product security work, including reviewing code or infrastructure patterns, identifying security issues, and partnering with engineering on remediation.
• Collaborate with internal stakeholders across the organization to implement security projects, improve coverage, and drive progress on high-priority initiatives.
• Assist with security efforts related to SOC 2 and help translate immediate audit-driven needs into longer-term, sustainable security practices.
• Evaluate and help implement security tooling, with the flexibility to explore a range of approaches, including modern platforms, open-source options, and AI-enabled tools where appropriate.
• Take ownership of hands-on technical work, scripting, and automation tasks that help the team move quickly and reduce manual effort.

Sales Development Rep

• Own outbound prospecting across a defined territory, targeting decision-makers ranging from practice managers to C-suite healthcare executives (CIO, CMO, VP of Operations) depending on deal size
• Build and execute multi-channel outbound sequences across email, phone, and LinkedIn to generate qualified meetings for Account Executives
• Research target accounts to craft personalized, relevant outreach that speaks to the operational pain points of healthcare call centers
• Qualify inbound leads when they arise, and efficiently move prospects through the top of funnel
• Collaborate with AEs and marketing to refine messaging, share field intelligence, and contribute to campaign strategy
• Consistently meet or exceed monthly and quarterly pipeline targets
• Maintain clean, accurate activity and pipeline data in Salesforce

Sales Development Representative

Product Manager

• Lead Development of High-Performance AI Agents
• Work directly with customers: understand workflows, requirements, and bottlenecks; design and present demos that showcase our capabilities; collaborate with technical stakeholders to solve integration challenges; tailor agents to align with real business processes; serve as a strategic advisor to help customers shape long-term AI strategies.
• Influence the Product Roadmap: define requirements, prioritize features, and translate customer needs into actionable engineering work. Ensure we’re building the right capabilities at the right time to support our next phase of product growth.
• Launch proactive, agentic campaigns to close care gaps by reaching out to patients to schedule appointments rather than waiting for them to react.
• Expand into chatbots and two-way texting while addressing friction in background processes with new referral orchestration and document processing platforms.

Product Manager, AI Agents

Product Designer

• Own product design end-to-end in a 0→1 environment: influence the roadmap, define experiences, and ship fast without sacrificing craft.
• Design AI-native experiences across distinct user groups: internal operators, clinic users, and patients, each with different needs, contexts, and levels of technical fluency.
• Leverage, maintain, and scale our design system: drive consistency across all products and touchpoints.
• Set and hold the bar for UI/UX quality: partner closely with Product and Engineering to iterate quickly, prioritize user value, and continuously raise the standard.

• Own pipeline growth and revenue targets across assigned territories or verticals.
• Lead and mentor the sales team, providing coaching on discovery, objection handling, and closing strategies.
• Develop and optimize sales playbooks, processes, and enablement tools for scalable growth.
• Partner cross-functionally with Marketing, Customer Success, and Product to ensure strong alignment across the GTM funnel.
• Represent Assort Health externally at conferences, webinars, and customer meetings.
• Collaborate with the executive team on pricing, positioning, and market expansion strategy.
• Track and report key metrics, including conversion rates, pipeline velocity, and ARR attainment.
• Handle ambiguity and turn order into chaos for the benefit of your team.
• Willingness and ability to travel up to 25% of the time.

Mid-Market Sales Manager

• Lead, coach, and develop a team of SDRs focused on outbound and inbound pipeline generation
• Own team metrics including meetings booked, pipeline created, and SQO volume and quality
• Build and iterate on outbound sequences, messaging playbooks, and prospecting workflows
• Run structured 1:1s, call reviews, and team trainings to continuously raise the bar on performance
• Partner with AEs to ensure smooth handoffs and tight feedback loops on lead quality
• Work with RevOps to maintain accurate reporting and forecasting across the SDR funnel
• Collaborate with Marketing on demand-gen campaigns, events, and content that fuel top-of-funnel pipeline and ensure SDR follow-up is fast and consistent
• Hire, ramp, and retain SDR talent — building a team culture that's high-performing and resilient