Solutions Specialist - AI Referral Management

OUR MISSION IS TO MAKE EXCEPTIONAL HEALTHCARE ACCESSIBLE ANYTIME, ANYWHERE, FOR ANYONE.

At Assort Health, we believe healthcare should feel effortless and connected — quick answers, clear communication, and seamless access to care. That’s why we’re building a new foundation for how patients and providers connect, driven by AI, built to embrace the complexities of healthcare, and tailored to each provider’s unique needs.

Assort is the most comprehensive patient experience platform powered by specialty-specific agentic AI. Assort’s omnichannel AI agents seamlessly integrate with EHR/PMS and complicated provider preferences to eliminate lengthy hold times and inefficiencies that stand in the way of patients getting the care they need.

Since launching in 2023, Assort has managed over 145M+ patient interactions, slashing average hold times from 11 minutes to 1 minute. Our platform now handles calls for thousands of providers with 98%+ resolution rates and 99% scheduling accuracy. Patient satisfaction averages 4.5/5 over 52K reviews, and we’ve achieved 20× revenue growth in 2025. We’re scaling rapidly and expanding adoption across the entire healthcare industry.

ABOUT THE ROLE:

As a Solutions Specialist for AI Referral Management at Assort Health, you will sit at the intersection of product, sales, and AI operations — serving as the dedicated expert for our Referral Management product line. You will parachute into deals, bring deep domain credibility, and partner closely with our Referral Management Product Manager to ensure this capability gets sold and adopted effectively.

This is a high-visibility, high-impact role for someone who thrives in a fast-paced, early-stage environment and is passionate about both technology and healthcare. You will work directly with health systems, specialty practices, and our internal teams to ensure Assort's AI voice agents deliver measurable results in referral workflows.

WHAT YOU’LL DO:

Specialized Sales & Deal Support

• Serve as the go-to product expert for Assort's Referral Management solution, engaging in active deals once referral management is in scope

• Engage in sales conversations to deliver targeted demos, answer deep product questions, and drive conviction

• Lead product demos and discovery calls tailored to referral coordinators, front-office operators, IT leaders, and clinical administrators

• Support RFPs and technical evaluations with referral-specific product expertise

Product & Domain Expertise

• Develop and maintain expert-level knowledge of referral management workflows and how Assort's platform integrates with EHRs (Epic, Athena, Nextech, etc.) to streamline referral processing

• Act as the sales arm of the Referral Management Product team — functioning as a close partner to the PM and serving as the bridge between what's built and what gets bought

• Stay current on the competitive landscape and emerging trends in AI-driven referrals and document processing

Feedback & Product Collaboration

• Synthesize insights from customer and prospect interactions into structured, actionable product feedback for the Referral Management PM

• Validate new referral features and capabilities before launch; contribute to shaping the roadmap based on deal learnings

• Create and maintain product documentation, battlecards, FAQs, and customer-facing training materials specific to referral management

Cross-Functional Collaboration

• Collaborate with Account Executives, Solutions Engineers, and other specialists to help drive customer engagements from initial discovery through to solution deployment.

• Collaborate with Customer Success to support adoption and identify upsell opportunities within the referral management product line

WHAT WE’RE LOOKING FOR:

• 4+ years of experience in a Product Management, Solutions/Sales Engineer, or Sales role deeply focused on patient intake and scheduling or equivalent professional experience operating in healthcare

• Strong understanding of healthcare referral workflows, including referral coordination, authorization, and specialist routing

• Excellent communicator — able to translate complex AI/technical concepts for non-technical healthcare stakeholders

• Experience with EHR platforms (Epic, Athena, Nextgen, or similar) and comfort navigating integrations and system workflows

• Highly organized with the ability to manage multiple active deals and customer relationships simultaneously

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.

• 🏖 Unlimited 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 http://assorthealth.com email address.