Founding Customer Success Lead
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.
Who You Are
You’re 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 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 you’re ready to help set a higher standard.
Budgie helps employers ensure their employees get the most out of their benefits. As Customer Success Lead, you’ll serve as the primary partner to a portfolio of employer clients—ensuring they derive maximum value from our platform from onboarding through renewal. You'll craft strategic benefit engagement plans, deepen client relationships, and help evolve Budgie’s offerings by channeling client feedback into product improvements. You’ll work cross-functionally across sales, support, and product, and will report to the CEO to help build out a best-in-class Customer Success function at Budgie.
What You’ll Do
Client Relationship Building
Act as the strategic advisor and day-to-day 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 Budgie’s 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 long-term relationships with decision-makers, including HR & Benefits leaders, VPs, and C-suite executives.
Manage the full renewal process, ensuring smooth transitions and identifying upsell or benefit expansion opportunities.
Cross-functional 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 world-class client experience..
Required Qualifications: Must-Haves
3+ years in customer success, account management, consulting, or similar client-facing role, ideally in a B2B SaaS, healthcare, or benefits environment.
Proven track record of managing strategic relationships with mid-size to large employer clients, including C-suite stakeholders.
Experience driving outcomes such as adoption, utilization, renewal, and upsell.
Excellent communicator—written, verbal, and visual—with 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 fast-paced, early-stage environment.
Proficiency with CRM tools, data platforms, and reporting dashboards.
Preferred Attributes: Nice-to-Haves
Experience in healthcare, digital health, or employee benefits
Familiarity with open enrollment, plan design, and cost transparency tools
Experience in an early stage start-up environment, building a function from scratch
Interest/experience in building a team as we scale
Based in NYC or willing to work in-office 3x per week
Total Rewards Package:
Cash compensation range: $130,000 – $160,000 per year (based on experience and location)
Equity (stock options) for all full-time employees
Flexible PTO
Best-in-class 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 seriously—it’s 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.