Founding Customer Success Lead

Founding Customer Success Lead

Who We Are
Budgie Health is here to make healthcare benefits less confusing.

People shouldnt need a PhD to understand their healthcare. At Budgie we are reinventing how Americans interact with their healthcare benefits. We believe that by translating complex healthcare data into simple financial experiences we can empower people to make better decisions while saving time money and stress.

Who You Are
Youre looking for a role where you can make a real impact. You want to be part of a closeknit team solving an important problem that affects real people.. You believe an inspiring supportive and fun workplace culture is a responsibility not just a perk. You know that healthcare in the US can be better and youre ready to help set a higher standard.

Budgie helps employers ensure their employees get the most out of their benefits. As Customer Success Lead youll serve as the primary partner to a portfolio of employer clientsensuring they derive maximum value from our platform from onboarding through renewal. Youll craft strategic benefit engagement plans deepen client relationships and help evolve Budgies offerings by channeling client feedback into product improvements. Youll work crossfunctionally across sales support and product and will report to the CEO to help build out a bestinclass Customer Success function at Budgie.

What Youll Do

Client Relationship Building

• Act as the strategic advisor and daytoday contact for a portfolio of employer clients and their benefits consultants.

• Define and execute client program strategies that integrate Budgie with broader benefit ecosystems.

• Regularly share reporting engagement metrics and insights to highlight Budgies value impact and ROI.

• Identify risks early surface client challenges and proactively implement solutions to ensure retention and satisfaction.

• Support open enrollment success by collaborating with clients to drive meaningful employee adoption and awareness.

• Foster longterm relationships with decisionmakers including HR & Benefits leaders VPs and Csuite executives.

• Manage the full renewal process ensuring smooth transitions and identifying upsell or benefit expansion opportunities.

Crossfunctional Collaboration

• Partner with the product team to channel client feedback into roadmap priorities and feature development.

• Work closely with sales to align on account strategy identify growth opportunities and support renewal and expansion.

• Coordinate with operational teams to resolve escalations maintain SLAs and ensure a consistently excellent client experience.

• Capture client success stories testimonials and engagement content for marketing opportunities.

• Help develop key workflows processes and documentation that lay the foundation for a worldclass client experience..

Required Qualifications: MustHaves

• 3 years in customer success account management consulting or similar clientfacing role ideally in a B2B SaaS healthcare or benefits environment.

• Proven track record of managing strategic relationships with midsize to large employer clients including Csuite stakeholders.

• Experience driving outcomes such as adoption utilization renewal and upsell.

• Excellent communicatorwritten verbal and visualwith a knack for storytelling and building trust.

• Strong project management and organizational skills; ability to manage competing priorities across clients.

• Comfortable working in ambiguity and adapting quickly in a fastpaced earlystage environment.

• Proficiency with CRM tools data platforms and reporting dashboards.
  

Preferred Attributes: NicetoHaves

• Experience in healthcare digital health or employee benefits

• Familiarity with open enrollment plan design and cost transparency tools

• Experience in an early stage startup environment building a function from scratch

• Interest/experience in building a team as we scale

• Based in NYC or willing to work inoffice 3x per week

Total Rewards Package:

• Cash compensation range: $130000 $160000 per year (based on experience and location)

• Equity (stock options) for all fulltime employees

• Flexible PTO

• Bestinclass Medical Dental and Vision insurance plus access to Budgie to help you choose the best plan

• 401(k) matching

• Quarterly team offsites

Based in the New York City
Reports to: CEO

Application Process
Please fill out the application form. If your experience and interests align someone from our team will reach out for an initial conversation.

Our Values

• Users first: We care about solving real problems for real people.

• Transparency: We communicate honestly to build confidence and trust.

• Resilience: We take on the hardest challenges in a complex industry.

• Curiosity: We ask questions and explore better ways of doing things.

• Duty: We take our role in healthcare seriouslyits not optional.

• Collaboration: We achieve more together than alone.

Equal Opportunity Employer
Budgie Health is an equal opportunity employer. We value diversity and prohibit discrimination and harassment of any kind.