Optimization Manager

Bamboo Health is the leader in Real-Time Care Intelligence™ solutions aimed at improving lives for everyone experiencing physical and behavioral health challenges. We are driven by our mission to empower clients to deliver seamless, high-quality and cost-effective care during pivotal moments to improve health outcomes. From coast to coast, Bamboo Health partners with all major retail pharmacy chains, 52 states and territories, 100% of the top 10 best hospitals and more than half of the country’s largest health plans to improve more than 1 billion patient encounters annually.

Join us in improving lives during pivotal care moments!

Bamboo Health’s Tier 1 and 2 customers depend on our solutions during some of healthcare’s most pivotal moments — when those accounts lose value, patients feel it as much as our business does. The Optimization Manager owns 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. Success is measured in dollars retained and opportunities converted — not sessions held or reports produced.

• Decide whether Churn Zero and Salesforce’s auto‑drafted success plan is right for the account — override it, escape it, or carry it to a signed, customer‑acknowledged close for the highest‑risk tier of your book, prioritized by dollars at stake.
• Close save commitments and renewal decisions on at‑risk accounts, and get your contribution logged as its own line in the retention numbers — separate from what would have renewed anyway.
• Decide how and when to pitch the up‑sell and cross‑sell opportunities Churn Zero already values and Salesforce already logs — your job is landing the pitch, not finding or pricing it.
• Run the live optimization session yourself — diagnose the workflow gap, decide the recommendation, and get the customer’s sign‑off;
  Churn Zero surfaces the usage data, you own the conversation.
• Negotiate discount and product‑swap offers within approved playbooks when a save calls for one, and flag the exceptions that fall outside them instead of guessing.
• Escalate cross‑functional issues before they become a reason to churn — package the urgency and business impact clearly enough that Product, Engineering, or Support prioritize it correctly the first time, without you having to chase it.
• Catch it before the customer does: validate Churn Zero health scores and pre‑populated success plans before they go out, and pressure‑test the S  and ROI‑reporting automation as it comes online — correcting what’s wrong before a customer sees it.

• All 150+ Tier 1/2 accounts scored and stack‑ranked on the refined Churn Zero health model (refined with CS Ops by day 30).
• The top 30 at‑risk accounts each have a signed, customer‑acknowledged optimization plan — pre‑populated by the Churn Zero‑to‑Salesforce automation, refined and closed by you — logged in Salesforce as delivered, not scheduled.
• At least $100K of retained ARR from that pool is confirmed and logged as attributable to you — a direct, separately tracked contribution to the company’s 2026 churn budget goal of staying under $1.6M (ceiling: $2.7M).
• At least 15 logged expansion opportunities have a tracked pitch outcome — won, lost, or active in Sales’ pipeline — within 30 days of being surfaced, none left sitting without a next step.
• Signed optimization plan coverage extends to the next risk tier of the portfolio, with a faster average days‑to‑signed‑plan than in month 3.
• Cumulative attributable contribution to the 2026 churn budget is tracked as its own line every month, has grown past the 90‑day figure, and is measured against the company’s $1.6M goal.
• You’ve caught and corrected at least one wrong Churn Zero‑generated recommendation or automated S /ROI draft before it reached a customer — proof the judgment layer is doing real work.
• Every expansion opportunity logged in the first 90 days has a tracked…