Solutions Specialist - AI Patient Intake

Assort Health • San Francisco, CA

5d

About The Position

As a Solutions Specialist for AI Patient Intake at Assort Health, you will sit at the intersection of product, sales, and AI operations — serving as the dedicated expert for our Patient Intake product line. You will parachute into deals at the right moment, bring deep domain credibility, and partner closely with our Patient Intake 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 across patient intake workflows.

Requirements

• 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 front-office workflows, particularly patient scheduling, intake coordination, and call center environments
• 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

Responsibilities

• Serve as the go-to product expert for Assort's AI Patient Intake solution, engaging in active deals once patient intake 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 front-office operators, scheduling teams, IT leaders, and clinical administrators
• Support RFPs and technical evaluations with patient intake-specific product expertise
• Develop and maintain expert-level knowledge of patient intake workflows — including scheduling, eligibility verification, and pre-visit data collection — and how Assort's platform integrates with EHRs (Epic, Athena, Nextech, etc.)
• Act as the sales arm of the Patient Intake 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 patient intake and scheduling automation
• Synthesize insights from customer and prospect interactions into structured, actionable product feedback for the Patient Intake PM
• Validate new intake 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 patient intake
• 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 patient intake product line

Benefits

• Competitive Compensation – Including salary and employee stock options
• Lifelong Learning – Annual budget for professional development, plus training opportunities
• Office Setup Stipend – We’ll outfit your in-office workspace
• Top-Tier Health Coverage – Medical, dental, and vision insurance
• Unlimited PTO
• Meals & Snacks – Lunch, dinner, and snack breaks
• Fitness Stipend
• Commuter Benefits
• 401(k)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed