Provider Engagement Specialist (Behavioral Health)

Bamboo Health

13d•Remote

About The Position

Bamboo Health is seeking a Provider Engagement Specialist to help newly implemented provider sites actively use its behavioral health referral network and improve the process of turning referrals into scheduled appointments. The role focuses heavily on engaging provider offices during the first 90 days after contract signing through on-site visits, phone, email, and video. The specialist will train referring staff, build relationships with provider champions, monitor referral activity, and re-engage sites with low or no referral volume. The position also works to improve behavioral health referral scheduling. It involves mapping referral workflows, collaborating with behavioral health providers and scheduling teams to reduce delays and missed contacts, documenting repeatable procedures, and monitoring referral-to-appointment timelines. The specialist gathers feedback for Client Success, Product, and Implementation teams; maintains CRM records and reports; and supports account managers with client-review insights. The role also explores AI and automation tools to improve daily workflows. The position requires frequent travel to provider sites, particularly during client launches, alongside the ability to work effectively in a remote-first environment. Success includes learning the referral solutions and workflows, taking ownership of outreach and provider trainings, increasing active referring sites, and delivering a documented scheduling workflow improvement.

Requirements

Bachelor's degree in health administration, public health, business, communications, or a related field, or equivalent work experience.
At least 5 years of experience in a client-facing role such as account management, customer success, provider relations, patient access, inside sales, or healthcare operations.
Ability and willingness to travel frequently to provider sites, particularly during new client launches.
Competitive, self-starting drive, including setting goals and pursuing measurable results.
Comfort with frequent outreach, including cold calls and follow-ups with busy clinical and front-desk staff.
Clear, warm verbal and written communication with audiences ranging from front-office staff to clinical leaders.
Strong organization and follow-through across multiple sites.
Working knowledge of CRM tools such as Salesforce and Excel or Google Sheets.
Ability to work effectively in a remote-first environment and maintain high-quality virtual interactions with minimal distractions.
Strong analytical and problem-solving skills, sound judgment, and creativity in designing solutions.
Ability to thrive in fast-paced, high-growth, and rapidly evolving environments.

Nice To Haves

Experience in behavioral health, including mental health or substance use disorder services.
Exposure to referral management, patient scheduling, or care coordination workflows.
Familiarity with EHRs, health information exchanges, or provider-facing healthcare technology.
Experience running trainings or presenting to groups.
Basic process improvement skills, such as workflow mapping.
Comfort using or learning AI-supported tools, such as ChatGPT, CoPilot, or role-specific tools, to improve daily workflows.
A forward-thinking, curious mindset and openness to experimenting with new technologies.

Responsibilities

Engage newly implemented provider sites through on-site visits, phone, email, and video, with a focus on the first 90 days after contract signing.
Lead quick-start trainings and refresher sessions so referring staff know how and when to send behavioral health referrals to the Bamboo Bridge team.
Identify provider-site champions and maintain their engagement through regular check-ins.
Track referral volume by provider and site, identify low- or no-referral sites, and take action to re-engage them.
Share success stories and usage wins to build momentum across client networks.
Map the process from referral submission to scheduled behavioral health appointment and identify points where referrals stall.
Partner with behavioral health providers and scheduling teams to reduce handoff delays and missed contacts.
Help develop and document repeatable scheduling workflows, scripts, and checklists.
Monitor referral-to-appointment time and flag patients at risk of falling through the cracks.
Capture provider feedback and friction points and share them with Client Success, Product, and Implementation.
Maintain accurate and current CRM records, activity logs, and engagement reports.
Support account managers with data and insights for client check-ins and business reviews.
Explore opportunities to improve workflows using AI or automation tools, such as document summarization, task routing, or data parsing.