Director of Customer Success

Director of Customer Success

Who We Are

Budgie Health is here to make healthcare benefits less confusing.

People shouldn’t 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. Employers also benefit from potential cost-savings, employees who are more engaged with their benefits and most importantly, healthier! we can empower people to make better decisions while saving time, money and stress.

Who You Are

You are looking for a role where you can make a real impact. You want to be part of a close-knit team, solving an important problem that impacts lots of people, not just the 1%. You believe adding to having 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 are committed to being part of that positive change.we just need to hold ourselves to a higher standard. You are looking for a role where you can work cross-functionally with engineering, product and sales.

Budgie helps employers ensure their employees are getting the most out of their benefits. As the Director of Customer Success, you will serve as the primary point of contact for our employer clients, ensuring they achieve maximum value from our platform. From onboarding to ongoing engagement to renewal, you’ll play a key role in making sure our clients have a seamless experience with Budgie. You will collaborate cross-functionally with sales, product, and support teams to drive client satisfaction, retention, and expansion. You will work directly with the cofounders (Head of Product and Ops and CEO) to help build Budgie!

What You’ll Do

• Client Onboarding & Implementation

  • Develop and execute implementation plans tailored to each client’s unique needs and timelines

  • Train HR teams and key stakeholders on the Budgie platform, providing best practices for rollout and employee engagement

  • Drive operational excellence to support scale

• Client Relationship Management

  • Serve as the trusted advisor and main point of contact for a portfolio of employer clients and brokers

  • Proactively communicate with clients to address questions, gather feedback, and resolve any challenges

  • Build strong relationships with HR leaders, brokers, and decision-makers to foster long-term partnerships

• Own outcomes to maintain a healthy book of business

  • Collaborate with employer clients to promote employee engagement with Budgie during open enrollment and throughout the year.

  • Develop and share insights, reports, and success stories that demonstrate the impact of Budgie on employees’ benefit decisions and cost savings

  • Own the renewal process, communications, and any churn 

• Cross-functional Collaboration

  • Partner with the product team to ensure client feedback informs platform enhancements and new features.

  • Work closely with sales to identify upsell opportunities and support client renewals.

  • Coordinate with the support team to address technical issues and ensure prompt resolution.

Required Qualifications: Must-Haves

• 3+ years in client success, account management, consulting or similar role, preferably in a B2B SaaS or healthcare/benefits environment

• Startup experience or similar background building in a 0 to 1 environment

• Excellent written, visual and verbal communicator

• Customer focused

• Thrives in ambiguity - can roll with the punches that come with an extremely diversified client base, staying resilient, learning quickly, and driving results in the process.

• Strong organizational skills with the ability to manage multiple clients and deadlines simultaneously. Able to move quickly but not compromise on quality.

• Comfortable with SaaS platforms, data analytics tools, and CRM software

Preferred Attributes: Nice-to-Haves

• Familiarity with employee benefits, open enrollment processes, and healthcare-related products

• MBA or equivalent

Employment Details

• Total Rewards Package:

  • Cash compensation range: $130,000 - 160,000 per year, as determined by location, experience, and other job-related factors. 

  • All full-time hires are eligible to receive equity (options) in Budgie, as determined by role.

  • Flexible PTO

  • Market leading Medical, Dental, and Vision insurance + access our product to help you figure out the best plans for you!

  • 401K matching

  • Personal development opportunities

  • Quarterly team offsites]

• Location: Based in the New York City Metro area (in-office at Grand Central approximately 3 days per week)

• This role will report to Head of Product and Operations

Application Process

Please fill out the application form linked here. If your interests and background are a good fit for Budgie health, you will be contacted by a member of our team to better get to know each other.

OUR VALUES

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

• Transparency: We will communicate honestly to engender confidence and trust.

• Resilience: We will not shy away from the really hard problems of operating in a complex industry.

• Curiosity: We encourage exploring new ways of doing things.

• Duty: Healthcare is necessary and we recognize that.

• Collaborative: We achieve more together than alone.

Equal Opportunity: Budgie Health provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the team member for this job. Duties, responsibilities and activities may change at any time with or without notice.