Bamboo Health

Customer Success Manager

Bamboo Health

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Execute Tier 3 customer retention and engagement strategies, ensuring consistent and high-quality delivery across the customer base.
  • Manage ongoing customer communications, including email campaigns, webinars, and in-person sessions that educate users on workflows, best practices, and how to maximize product value.
  • Leverage digital education resources and self-service tools to increase adoption and improve customer engagement.
  • Monitor customer health and engagement metrics, proactively identifying retention risks and supporting execution of churn-save playbooks.
  • Support implementation of loyalty and engagement programs that reinforce customer satisfaction and retention.
  • Communicate Bamboo Health’s value to customers through reporting, success stories, and ROI-driven messaging.
  • Collaborate with internal teams to ensure customer issues are resolved quickly and effectively, escalating where necessary to prevent churn.
  • Identify and surface up-sell and cross-sell opportunities through insights gained from customer interactions and engagement data.
  • Contribute customer feedback and insights to internal teams (Product, Marketing, Operations) to help improve the customer experience.
  • Maintain accurate documentation of customer interactions, retention activities, and outcomes in CRM and related tools.
  • Serve as a trusted partner to customers, ensuring they feel supported, informed, and valued throughout their journey with Bamboo Health.
  • Continuously build proficiency with AI tools and integrate them into daily work practices to measurably improve productivity, accuracy, and customer experience.

Requirements

  • 3–5 years of experience in Customer Success, Account Management, or related customer-facing roles.
  • Proven ability to execute customer engagement and retention strategies that drive measurable impact.
  • Strong communication and interpersonal skills, with a customer-first mindset.
  • Comfort working with data to assess customer health, identify risks, and report on outcomes.
  • Experience using CRM and customer success platforms to manage and track engagement activities.
  • Ability to work cross-functionally to resolve customer issues and ensure a consistent experience.
  • Excellent organizational skills and attention to detail, with the ability to manage multiple priorities simultaneously.
  • Enthusiasm for customer education, engagement, and helping customers realize value from technology.
  • A self-starter attitude with a commitment to teamwork, learning, and continuous improvement.
  • Comfort using or learning AI-supported tools (e.g., ChatGPT, CoPilot, or role-specific tools) to improve daily workflows.
  • A forward-thinking, curious mindset with an openness to experimenting with new technologies.
  • Strong analytical and problem-solving skills, with sound judgment and creativity in designing solutions.
  • Proven ability to thrive in fast-paced, high-growth, and rapidly evolving environments.
  • Ability to work effectively in a remote-first environment, ensuring high-quality virtual interactions with minimal distractions.
  • The ability to travel periodically for work.
Benefits
  • Competitive compensation including health, dental, vision and other benefits
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer engagement strategiescustomer retention strategiesdata analysisCRM platformscustomer success platformscustomer health metricschurn-save playbooksloyalty programsup-sell opportunitiescross-sell opportunities
Soft Skills
communication skillsinterpersonal skillsorganizational skillsattention to detailcustomer-first mindsetteamworkproblem-solving skillsanalytical skillsself-starter attitudecuriosity