Optimization Manager

Bamboo Health

Optimization Manager retaining and expanding healthcare technology accounts for Bamboo Health. Turning AI-surfaced risks into signed plans, retained ARR, and converted expansion opportunities.

Posted 8/14/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer success and account management, with a strong focus on retention and expansion outcomes. Proficient in utilizing ChurnZero and Salesforce to drive customer engagement and optimize account performance.

Highest-signal resume keywords

Customer Success ManagementRetention Strategy DevelopmentChurnZero ExperienceSalesforce ProficiencyAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer RetentionAccount ManagementUpsellingCross-SellingData AnalysisWorkflow OptimizationCommercial Decision-MakingReportingEscalation ManagementROI Reporting

Soft Skills

Strong JudgmentCreativityCuriosityAdaptabilityEffective Communication

Tools & Technologies

ChurnZeroSalesforceAI-Supported ToolsChatGPTCoPilot

Industry Keywords

Customer AccountsTier 1 and 2 AccountsHigh-Growth EnvironmentsRemote WorkConsultative Revenue Role

About the role

Key responsibilities & impact

Own retention and expansion outcomes for a portfolio of 150+ Tier 1 and 2 customer accounts
Evaluate, override, escalate, or carry ChurnZero and Salesforce auto-drafted success plans through customer-acknowledged completion
Close save commitments and renewal decisions on at-risk accounts and log attributable retention results
Pitch and close upsell and cross-sell opportunities surfaced and valued by ChurnZero and Salesforce
Run live optimization sessions, diagnose workflow gaps, recommend solutions, and obtain customer sign-off
Negotiate discounts and product swaps within approved playbooks and escalate exceptions
Escalate cross-functional issues to Product, Engineering, or Support with clear urgency and business impact
Validate ChurnZero health scores and automated success plans before customer delivery
Pressure-test and correct automated SBR and ROI-reporting drafts
Track signed optimization plan coverage, retained ARR, expansion opportunity outcomes, and churn-budget contribution
Reduce time spent on reporting, monitoring, and opportunity spotting while expanding or deepening portfolio coverage

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
5+ years of experience in customer success, account management, or a consultative customer-facing revenue role
Track record of owning retention or expansion outcomes for a defined book of business
Ability to make commercial discount and product-swap decisions within an approved playbook and escalate exceptions
Ability to run live diagnostic customer conversations and make recommendations
Track record of catching incorrect analyses before they reach customers
Ability to carry escalations into Product, Engineering, or Support and return with a decision
Ability to learn unfamiliar systems quickly; Salesforce and ChurnZero experience or adaptability to learn them
Comfort using or learning AI-supported tools such as ChatGPT, CoPilot, or role-specific tools
Curiosity and openness to experimenting with new technologies
Strong analytical and problem-solving skills, sound judgment, and creativity
Ability to thrive in fast-paced, high-growth, rapidly evolving environments
Ability to work effectively in a remote-first environment with high-quality virtual interactions and minimal distractions
Ability to travel periodically for work

Benefits

Comp & perks

Competitive compensation
Health benefits
Dental benefits
Vision benefits
Autonomy to build something with a supportive team
Learning from senior leaders, world-class investors, and advisors
Inclusive workplace and belonging initiatives