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Customer Success - Customer Success Specialist

About Broker Buddha

Broker Buddha is capitalizing on a rare opportunity to digitize the entire commercial insurance industry


About You

Are you passionate about technology and high-growth startups? Are you a proven strategic thinker and team leader? Eager to make a difference and build a business? If so, this position may be for you. We’re looking for selfless, reliable and resourceful go-getters, who have a burning desire to do something amazing, a true awareness of their strengths and weaknesses, and a willingness to learn and grow. This is a rare opportunity to get in on the ground floor of a new business in a hot market. 


Description of Role:

This individual will lead the production and management of our industry leading Smart Form Library. Reporting directly to the Head of Customer Success, you will be responsible for managing an outsourced team of 10+ members and facilitating consistent communications with our Customer Success and Product Teams. You will need a strong eye for detail and the ability to demonstrate ownership of ad-hoc projects. As a part of the Customer Success Team, you will have an opportunity to learn the way our clients use the platform to better understand how to execute your role as well as handle support requests when needed.


There is a ton of growth potential within the company and an awesome team to support you.  

Salary Range: $40k-$50k + Equity & Benefits

Experience: 1-2 years


Looking for someone who

  • Has Strong Time Management skills
  • Has Project Management skills
  • Is Detail-oriented
  • Is a Self-starter
  • Is Tech-savvy
  • Has High energy
  • Has Deductive Reasoning skills
  • Loves Information Management and/or Library Science
  • Is Reliable
  • Is a Great communicator
  • Is Team-oriented
  • Has Knowledge of Insurance (plus but not required)



  • Handle customer inquiries and requests
  • Oversee our Form Digitization Requests / Library
  • Ad-Hoc data entry/form mapping projects
  • Troubleshoot form and application issues that may arise
  • Develop and maintain a knowledge base of the evolving products and services

What we offer

  • Competitive compensation package 
  • Early hire in a fast growing company
  • Amazing growth opportunities

Being you at Broker Buddha

At Broker Buddha, we are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

How to Apply

Send an introduction and a resume to recruiting [at] brokerbuddha [dot] com