Retention & Expansion Optimization Lead

Bamboo Health Inc.; United States; On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health, dental, vision and other benefi

Job summary

Bamboo Health is seeking an Optimization Manager to own retention and expansion outcomes for a 150+ account portfolio, turning AI-surfaced health signals and usage gaps into signed optimization plans, closed saves, and logged expansion revenue.

This is a judgment-first role: AI handles the monitoring and the first-pass analysis, you handle the conversations, the negotiations, and the calls that actually move revenue.

Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years in customer success or related revenue role with retention/expansion ownership.
• Comfort making commercial calls within an approved playbook.
• Ability to thrive in a remote-first environment and collaborate across teams.
• Willingness to travel periodically.

Responsibilities

• Override AI-generated plans or carry to a signed close for high-risk accounts.
• Close save commitments and renewals on at‑risk accounts with logged revenue impact.
• Pitch up-sell and cross-sell opportunities and land the pitch.
• Run live optimization sessions, diagnose gaps, and secure customer sign-off.
• Negotiate discounts within approved playbooks and flag exceptions.
• Escalate cross-functional issues to prioritize urgent customer outcomes.
• Validate health scores and ROI automation before sending to customers.

Skills

Churn management

Account management

Negotiation

Salesforce

ChurnZero

AI tools (e.g., ChatGPT)

Remote collaboration

Data analysis

Education

Bachelor's degree

Tools

Salesforce

ChurnZero

Job description

Bamboo Health is seeking an Optimization Manager to own retention and expansion outcomes for a 150+ account portfolio, turning AI-surfaced health signals and usage gaps into signed optimization plans, closed saves, and logged expansion revenue.

This is a judgment-first role: AI handles the monitoring and the first-pass analysis, you handle the conversations, the negotiations, and the calls that actually move revenue.