Role Description
We're looking for a Head of Customer Growth & Retention to lead Bask Health's post-sale customer growth strategy, strengthen customer retention, and develop scalable processes for expanding existing customer relationships. This role combines customer success leadership, commercial strategy, account management, and operational execution.
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Build a customer success function that helps customers achieve value from Bask Health while supporting strong retention and sustainable recurring-revenue growth.
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Develop a customer growth and retention strategy that aligns customer needs with Bask Health's broader business objectives.
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Define how the team approaches customer onboarding, adoption, engagement, renewals, retention, and account expansion.
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Establish clear processes for identifying customers who are at risk of leaving and developing appropriate retention strategies.
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Help the team recognize early warning signs of declining engagement, reduced product adoption, or customer dissatisfaction.
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Develop customer health monitoring practices that provide visibility into retention risks and opportunities.
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Work with customer success managers to ensure customer goals, account priorities, and growth opportunities are clearly documented.
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Establish expectations for proactive account management and consistent customer communication.
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Lead, coach, and develop customer success team members within the approved organizational structure.
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Build a team culture that values accountability, strong commercial judgment, and meaningful customer outcomes.
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Work with leadership to establish customer segmentation and account coverage strategies.
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Develop performance metrics and reporting practices for customer growth and retention.
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Monitor relevant indicators such as customer churn, gross revenue retention, net revenue retention, renewals, expansion, and product adoption.
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Establish processes for analyzing why customers leave and identifying recurring causes of churn.
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Create proactive strategies for strengthening relationships with customers who show signs of dissatisfaction.
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Oversee important customer escalations that may affect retention or long-term account value.
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Build relationships with strategic customer stakeholders, including founders, executives, and business owners.
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Participate in high-priority customer conversations when leadership involvement can help resolve concerns or strengthen relationships.
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Guide the team in conducting business reviews focused on customer goals, platform adoption, business performance, and opportunities for growth.
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Work closely with sales leadership to coordinate renewal preparation and expansion opportunities.
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Establish clear responsibilities between customer success and sales for identifying, qualifying, and pursuing expansion opportunities.
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Identify opportunities for customers to adopt additional features or expand their use of Bask Health when those capabilities support their business goals.
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Collaborate with product and engineering teams to address recurring issues that affect customer satisfaction and retention.
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Communicate customer feedback, product limitations, and adoption challenges to the appropriate internal teams.
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Support improvements to onboarding, customer education, and implementation handoffs.
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Ensure the customer success team understands how Bask Health's capabilities support different merchant business models.
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Establish clear processes for recognizing when customer requests require technical, clinical, pharmacy, or compliance expertise.
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Coordinate with authorized teams when issues involve regulated healthcare activities.
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Ensure customer-facing processes follow appropriate privacy, security, and information-handling requirements.
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Develop scalable customer retention and expansion playbooks.
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Evaluate customer success tools, workflows, and reporting systems to identify opportunities for improvement.
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Create consistent processes for tracking renewals, retention risks, expansion opportunities, and customer commitments.
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Collaborate with leadership on organizational planning, staffing needs, and team development.
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Participate in hiring and evaluating customer success talent as needed.
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Establish performance coaching and professional development practices that reinforce strong account management and commercial execution.
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Help create effective collaboration between customer success, sales, product, engineering, and technical support teams.
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Work directly with company leadership to communicate customer growth performance, retention trends, and emerging risks.
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Provide recommendations for improving recurring-revenue performance through stronger post-sale customer engagement.
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Balance customer advocacy with commercial priorities and operational realities.
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Develop strategies that strengthen long-term customer relationships while supporting responsible revenue growth.
Qualifications
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10+ years of experience in customer success, account management, client services, or a closely related post-sale customer-facing function.
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At least 4 years of experience directly managing and developing customer success or account management teams.
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Demonstrated ownership of post-sale customer success strategy and operations.
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Recent, substantive experience working with e-commerce businesses, online merchants, or merchant-facing commerce software.
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Strong understanding of e-commerce business models, direct-to-consumer operations, and merchant needs.
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Experience developing customer retention and account growth strategies.
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Proven ability to lead customer onboarding, adoption, renewal, retention, and expansion initiatives.
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Experience creating processes for identifying and reducing customer churn.
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Demonstrated ability to coach, develop, and evaluate customer-facing employees.
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Experience establishing customer success performance metrics and reporting.
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Strong understanding of customer retention, churn, account health, and renewal performance.
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Familiarity with gross revenue retention, net revenue retention, and recurring-revenue metrics.
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Experience developing strategies for improving long-term customer engagement.
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Demonstrated experience supporting expansion opportunities within existing customer accounts.
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Strong commercial judgment and understanding of recurring-revenue SaaS businesses.
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Experience managing relationships with founders, executives, and senior customer stakeholders.
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Ability to lead strategic account reviews and renewal discussions.
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Experience handling complex customer escalations and retention risks.
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Experience collaborating with sales, product, engineering, and company leadership.
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Ability to translate customer feedback into operational and product recommendations.
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Strong written and verbal communication skills.
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Strong analytical thinking and data-driven decision-making skills.
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Strong organizational and operational planning skills.
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Ability to lead teams in a remote, cross-functional environment.
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Availability to collaborate during required U.S. Eastern Time working hours.
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Strong ownership mentality and accountability for customer and team outcomes.
Requirements
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Experience leading customer success or account growth at an e-commerce SaaS company.
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Experience managing customer success teams serving Shopify merchants.
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Familiarity with Shopify, BigCommerce, Klaviyo, Recharge, Gorgias, Yotpo, or similar commerce platforms.
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Experience supporting direct-to-consumer brands and online entrepreneurs.
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Personal experience building or operating an e-commerce business.
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Experience leading customer success for both SMB and strategic accounts.
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Experience managing enterprise customer relationships.
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Experience improving gross revenue retention and net revenue retention.
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Experience developing churn prediction and customer health scoring processes.
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Experience creating renewal forecasting and retention reporting.
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Experience designing account expansion and upsell processes.
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Experience collaborating with sales on expansion opportunities.
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Familiarity with Salesforce, HubSpot, Gainsight, ChurnZero, or similar platforms.
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Experience designing customer segmentation and account assignment models.
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Experience building customer success teams during periods of growth.
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Experience leading cross-functional retention initiatives.
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Experience developing customer lifecycle and engagement strategies.
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Experience improving technical onboarding and implementation handoffs.
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Familiarity with online storefront, checkout, and payment workflows.
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Experience supporting healthcare technology or telehealth businesses.
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Experience working directly with founders and senior company leadership.