Assort Health

Systems Engineer

• Own identity and access management end-to-end, including SSO integrations, user provisioning, and access controls across all applications
• Lead the rollout and long-term ownership of Okta to centralize and secure access management
• Design and implement scalable IT systems that support company growth and compliance requirements
• Manage endpoint infrastructure, including provisioning, configuration, patching, and lifecycle management
• Own employee onboarding and offboarding workflows, ensuring seamless day-one experiences and secure offboarding processes
• Handle day-to-day IT operational requests including access management, troubleshooting, and employee support
• Build automation and self-service systems to reduce manual IT workload and eliminate bottlenecks
• Establish processes that reduce single points of failure and improve system reliability
• Set up and maintain office network infrastructure, including VPNs, access points, and ongoing troubleshooting
• Design and implement secure asset disposition processes for retiring and wiping devices
• Troubleshoot issues across macOS and Windows environments in a fast-paced, in-office setting
• Transition IT from ad hoc support to structured, scalable systems
• Partner with Security to ensure compliance and strong security practices across all IT systems
• Act as the single owner of IT infrastructure, building processes that will scale with headcount growth
• Provide in-person support and real-time problem-solving in a highly collaborative office environment

IT Systems Engineer

Data Engineer

• Own analytics pipelines, data pond, and data schemas (our source of truth)
• Conduct customer health monitoring, alerting, and predictive analytics / churn risk
• Create outcome labeling and evaluation datasets for our AI agents
• Perform agent funnel analysis, prioritization, and collaborate with a Conversation Designer
• Develop client-facing dashboards and QBR reporting (Omni / Looker)
• Set up experiments, define new metrics, and make go/no-go decisions (Statsig)
• Build ETL pipelines from third-party databases like EHRs, CRMs, and others
• Develop systems for long-term agent memory
• Ensure data quality, completeness, and uptime

Founding Data Engineer

Engineer

• Own implementations end-to-end for health systems, from technical scoping through go-live and beyond
• Build custom integrations with complex healthcare platforms
• Design intelligent workflows tailored to each customer's specialty, patient population, and operational constraints
• Launch agents that handle thousands of real patient interactions daily
• Debug gnarly integration issues across phone systems, EHRs, scheduling platforms, and patient engagement tools
• Architect creative solutions to handle healthcare's complexity—insurance verification, appointment rules, clinical protocols
• Build tooling and automation that makes every future implementation faster and better
• Optimize agent performance in production using real-world data and customer feedback
• Partner directly with Product Engineering to influence platform direction based on what you learn in the field
• Identify patterns across implementations that become product features
• Work with Sales to scope technical requirements and demo capabilities to prospects
• Be the voice of the customer—you'll see what works, what doesn't, and what customers actually need

Forward Deployed Engineer

Executive Assistant

• Own Jeff's calendar end-to-end: scheduling, rescheduling, conflict resolution, and prep
• Manage complex, multi-stakeholder scheduling across investors, board members, customers, and internal leadership
• Proactively surface & resolve scheduling conflicts
• Ensure every meeting has the right prep materials, agendas, and context attached
• Triage and manage Jeff's Superhuman inbox while adhering to response time SLAs
• Draft email responses and external communications on Jeff's behalf, adhering to clear, professional, executive-level communication standards
• Route inbound requests to the right people with appropriate context
• Coordinate end-to-end travel logistics: flights, hotels, car rentals, itineraries
• Support event logistics for conferences, offsites, investor meetings, and board meetings
• Drive execution on special projects with clear timelines and accountability
• Maintain organized documentation and SOPs in Notion
• Manage Jeff's rhythm of business: weekly recurring meetings, monthly dinners, quarterly offsites, board cadence
• Surface observations about how Jeff's time is being spent versus stated priorities

Customer Success Manager

• Be a strategic advisor on agentic AI – partner with healthcare leaders to transform how patients experience care, expanding their vision of what's possible with AI and delivering measurable outcomes from launch through renewal and expansion.
• Navigate complex accounts and drive growth – build relationships at every level, from C-suite to front-desk. Defend Assort's value, cultivate internal champions, and guide customers into new products and use cases as their needs evolve.
• 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 customer needs shape what we build, sell, and deliver.
• Build scalable systems – design and refine the playbooks, processes, and tools that let us deliver consistent, world-class support as we rapidly grow.

Business Development Rep

• Build and execute targeted outbound sequences into named health system accounts, prioritizing regional systems and IDNs.
• Research and map stakeholders across VP Access, Ambulatory Ops, Contact Center, and CIO orgs — understanding the org before the first touch.
• Craft personalized, outcome-oriented outreach (email, phone, LinkedIn) that speaks to access KPIs, staffing challenges, and digital transformation priorities.
• Qualify inbound and outbound leads against ICP criteria; hand off fully briefed, multi-threaded opportunities to the AE.
• Build contact lists and maintain clean, accurate CRM records (Salesforce or equivalent) from day one.
• Partner closely with the AE on account strategy, sequencing, and messaging iteration.
• Surface insights from prospecting — what resonates, what objections come up, which personas engage — to sharpen the playbook.

Business Development Manager

Full-stack Engineer

• 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.

Software Engineer

Artificial Intelligence

• Own a prioritized AI roadmap sourced from department needs, leadership priorities, and Champion network signal; validate with prototypes before committing build time
• Set the operating model for what gets built centrally vs. embedded in each function
• Design and ship AI-powered workflows, automations, and internal tools from concept to production to iteration
• Mix custom code, APIs, and no/low-code platforms based on what ships fastest without compromising rigor
• Define agent and skill lifecycle and foundational assets (prompt libraries, SOPs, templates, integration patterns), extending GTM's centralization work into company-wide standards
• Standardize how we build, evaluate, and scale AI internally with rigor on security, quality, and reliability
• Administer the platform tools (Claude, Notion AI, n8n, Zapier, and more) and bring in new tooling where there are real capability gaps
• Run the AI Champion & Leader network across non-technical departments, surfacing wins, clearing blockers, and routing feedback back into the roadmap
• Sit one-on-one with each department lead to shape their quarterly AI goals and sequence central work to accelerate them
• Run continuous AI upskilling: foundations courses, department-specific deep dives, office hours, internal content, and new-hire onboarding
• Own the company hackathon, in-team mini-hackathons, and reporting that tracks the impact of what you are shipping.

AI Operations Lead

• 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.

Agent Engineer, New Grad

Account Executive

• Own the full sales cycle, from prospecting to close, with a focus on net new customer acquisition.
• Develop and refine our sales process to improve efficiency and effectiveness.
• Work closely with leadership to craft compelling sales strategies and drive urgency in deals.
• Partner with the marketing and product teams to ensure strong alignment between sales efforts and product development.
• Deliver persuasive product demos and articulate the value of Assort’s platform to potential customers.
• Manage and track sales activities in our CRM, maintaining an accurate and healthy pipeline.
• Stay informed on industry trends, competitive landscape, and customer needs to position Assort effectively in the market.
• Contribute to Assort’s growth by helping build a high-performing sales culture and mentoring new team members.

Account Executive, Mid-Market

Account Executive – Enterprise

• Own the full sales cycle into RCM and finance leadership — discovery, ROI model, pilot scope, procurement, and signature — with a focus on net new customer acquisition.
• Build and execute named-account plans across Assort's provider group footprint, including PE-backed MSOs and multi-site provider groups; drive self-sourced pipeline through outbound, crafting messaging, and partnering with marketing on targeted assets and campaigns.
• Collaborate with CS, Partnerships, SDRs, and Marketing to identify and develop the highest-leverage sources of pipeline, and cross-sell into Assort's existing customer base in coordination with CS.
• Partner with core AEs on shared accounts, owning the payments discovery, ROI, and pricing end-to-end.
• Lead the strategic close: translate take-rate economics into a clean per-account business case, run Mutual Action Plans tied to the payments-specific procurement and PCI compliance path, and hold pricing discipline against contracted ARR.
• Maintain strong CRM hygiene and a disciplined weekly forecast by hawking Gong and Salesforce and building/running the dashboards needed to track pipeline health and activity.
• Partner with Product (Vincent leads payments product) on competitive gaps, feature priorities, and pricing pressure, and with SE on demos, integrations, and PCI compliance scoping.
• Stand up payments-specific objection handling, ROI models, pricing collateral, and the payments handoff playbook with core AEs and managers; help define the attach-rate KPI and the accountability loop that drives it.
• Document what works and what doesn't so the second hire ramps faster than the first, and help build a high-performing payments sales culture as the team scales.

Account Executive, Payments

Operations

• Design and run weekly pipeline reviews, deal strategy sessions, and forecast cadences for the health systems team
• Enforce Salesforce hygiene: deal stage definitions, exit criteria, next step quality, and deal strategy documentation
• Hold Area Vice Presidents accountable to process without creating bureaucracy. You know the difference.
• Build the internal reporting that tells the health system pipeline story to leadership and the board with data, not anecdotes
• Build and maintain dashboards and reports for pipeline health, deal velocity, stage conversion, and team activity
• Partner with RevOps on shared infrastructure while owning health-system-specific views and reporting needs
• Clean up and maintain product analytics so we know exactly what we're selling, what we're not, and where the white space is across accounts
• Build the AVP onboarding program from scratch: first 30/60/90 days, account planning frameworks, deal strategy templates, and health system buyer education
• Translate how our leadership coaches deals into repeatable enablement content that up-levels the entire team
• Own competitive intelligence as an ongoing function, maintain sell-against materials, and feed insights into deal strategy
• Work with Client Success to design and run platform experiments with existing clients that generate referenceable case studies for health system prospects
• Own conference and event operational accountability: meeting scheduling, post-event follow-up accountability, and pipeline attribution
• Create a Health Systems deal desk and pricing governance as health system contracts grow in complexity: tracking terms across deals, ensuring consistency, and flagging risk

Commercial Operations Lead

Marketing

• Execute a field marketing strategy aligned to sales territories and pipeline goals, delivering measurable and consistent ROI.
• Partner with brand to ensure consistency across event guidelines while shaping distinctive Assort event experiences. Develop differentiated formats, programming, and intentional moments that foster genuine connection and leave a lasting impression on executive audiences.
• Manage the field marketing budget, including vendor coordination, cost tracking, and prioritization.
• Own events end to end, event selection, logistics, onsite execution, and post event followup.
• Partner with Sales, Business Development, Demand Gen, and Provider Success on pre event outreach and post-event follow-up to maximize pipeline creation and deal acceleration.
• Responsible for reporting on all field marketing events including pipeline sourced, pipeline influenced, and cost per opportunity.
• Manage external vendors, contractors, and agency partners to execute regional events across key markets.

Senior Field Marketing Manager

Events

• Own end-to-end execution of Assort's presence at industry conferences annually, across our 20+ served verticals.
• Lead logistics for trade show booths, from vendor selection and booth design to staffing plans, demos and onsite coordination.
• Build and manage Assort's owned event program, including executive dinners, customer roundtables and roadshows.
• Partner closely with Sales and SDR teams to design pre event outreach campaigns that drive booth traffic and meeting bookings.
• Build the post event report: meetings held, pipeline sourced, cost per opportunity, and learnings for next time.
• Track and report on event ROI, meetings sourced, pipeline influenced, CAC contribution — and use data to inform the event calendar each quarter.
• Develop post event follow up playbooks to ensure leads are captured, enriched, and routed promptly into pipeline.
• Manage event budgets with rigor, negotiating contracts with venues, AV vendors, swag suppliers, and sponsorship packages.
• Collaborate with Brand and Content to ensure consistent messaging, collateral quality, and visual identity across all event touchpoints.
• Identify emerging conferences and community events aligned to our specialty expansion roadmap and evaluate sponsorship opportunities.