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Hunt Club Expert

Lawrence Waldman

Transformative Customer Success Executive | GTM Advisor

 

Hunt Club is a new type of search firm that seamlessly integrates service, tech, and network effects to help companies find visionary talent and build stronger teams. 

As an Expert in the Hunt Club community, I am thrilled to extend my expertise and experience to the Hunt Club community. Some of the areas I can be helpful:

  • Advise on your Customer Success hiring strategy 
  • Define what a great CS hire looks like for your company size and stage 
  • Leverage my network for candidate introductions
  • Help screen and assess candidates

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About Lawrence Waldman   

Lawrence Waldman is a passionate and enthusiastic leader with over 20 years of experience building, growing, and leading Customer Success Management teams in the SaaS, information technology, and financial services industries. He has a proven track record of transforming large, multinational teams focused on driving sales and retention. Lawrence excels in recruiting, coaching, mentoring, and developing high-performing teams while fostering an environment of trust, inclusiveness, and accountability.

  • As Senior VP, Customer Success at Exegy, led Customer Support, Technical Account Management, Onboarding, Implementation, and Professional Services teams, providing best-in-class experiences to elite financial market participants.
  • Served as Global Head of Customer Success at Morningstar, transforming a global team of CSMs across five business units, into a results-driven, unified organization, supporting Morningstar’s mission of providing independent investment research and extensive financial services.
  • Set the vision and led the Middle Market Sales and Account Management team in the Americas, as Market Director at SHL.
  • Spent almost 11 years at Thomson Reuters. As Head of Business Planning, he directed strategic planning for Refinitiv's Americas Sales and Account Management team, leading to significant improvements in market development initiatives.
  • Created and executed retention strategies, resulting in a 200 basis points increase in retention rates and developed comprehensive training programs to enhance team performance, as Head of CS for the Americas at Thomson Reuters.
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The Changing Role of Customer Success

Lawrence Waldman explores all the ways Customer Success teams are changing to be critical revenue drivers. Learn Larry’s take on the modern profile of CS leaders, an effective org structure for today’s dynamic CS teams, and their changing metrics.

 

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Lawrence Out Of Office

🦸‍♂️ If I could have one superpower it would be: The ability to give myself (and family/friends) the greatest, most limited, and most finite commodity in the world: More Time.

📙   The one book I always recommend to other leaders: I love the discipline and actionability of James Clear’s Atomic Habits, and although OKRs get abused and misused all the time, the underlying idea of John Doerr’s Measure What Matters is substantial and necessary.

⛰️ 🧗‍♂️ The next place on my travel wishlist: My son and I are in the very beginning stages of trying to plan out a trip to summit Mount Kilimanjaro. It may not happen, but we are going to try!

🎤  My go-to karaoke song: "Just Like Heaven” by The Cure may be one of the greatest love songs ever written, and given how dark Robert Smith’s songs were in the 70s and early 80s, it is astonishing. 

📱 The most-used app on my phone: Probably either Strava and/or Apple Health. I am in love with fitness, exercise, and well-being, and I love being able to combine that with data, metrics, and sharing and supporting with friends!

Who are Hunt Club Experts?

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Hunt Club Experts are well-connected industry leaders, executives, and high performers who refer people in their network for positions with Hunt Club client organizations.

The Expert Network represents a wide range of industries and functions. Experts are among the top minds in their fields, including visionary marketing executives, first-rate technology leaders, and more.

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