Customer Success Manager

WALDO; United States; Remote; USD 75,000 - 145,000; Full time

Job summary

Waldo, a leading AI-powered research company, seeks a Customer Success Manager to enhance client onboarding and retention. The role involves building strong relationships, ensuring customer satisfaction, and driving growth through strategic insights. Join a remote-first team dedicated to innovation and client success.

Benefits

Competitive compensation

Meaningful equity

Full benefits

Remote-first team

Qualifications

• 2–4 years experience in customer success or account management.
• Excellent communication and relationship-building skills.

Responsibilities

• Drive customer success by aligning with client goals.
• Own onboarding and integration for new accounts.
• Identify and execute on growth opportunities within key accounts.

Skills

Communication

Relationship Building

Organizational Skills

Results-oriented

Emotional Intelligence

Tools

SaaS Platforms

Job description

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Waldo is an AI-powered research company helping the world’s best advertising agencies and strategists scale their thinking. Our platform delivers high-quality, human-level insights—fast. We work with global brands and creative shops to answer tough questions with rigor, clarity, and strategic imagination.

We’re growing quickly and looking for an outcomes-driven, high-energy and client-obsessed Customer Success Manager (CSM) to own client onboarding, retention, and growth.

About Waldo

Waldo is an AI-powered research company helping the world’s best advertising agencies and strategists scale their thinking. Our platform delivers high-quality, human-level insights—fast. We work with global brands and creative shops to answer tough questions with rigor, clarity, and strategic imagination.

We’re growing quickly and looking for an outcomes-driven, high-energy and client-obsessed Customer Success Manager (CSM) to own client onboarding, retention, and growth.

What You’ll Do

As a CSM at Waldo, you’ll own the full post-sale process with our agency and brand clients. You'll ensure every customer derives value from Waldo by ensuring goal alignment with product capabilities, surfacing the full power of our platform and ultimately guiding accounts towards renewal and expansion.

Key responsibilities include:

• Drive customer success by aligning with client goals and long-term value
• Own onboarding and integration for new accounts
• Promote adoption and consistent usage of Waldo’s research platform by helping teams embed it into their daily workflow
• Build strong, consultative relationships with strategists, planners, and creatives through quarterly business reviews and proactive engagement throughout the customer lifecycle
• Identify and execute on growth opportunities within key accounts
• Proactively monitor account health, satisfaction, and usage metrics
• Deliver insights and recommendations to support customer goals
• Represent the customer internally—sharing feedback with Sales, Product, and Marketing teams and work collaboratively with those stakeholders to drive client success
• Own executive business reviews and drive renewal and expansion outcomes

What We’re Looking For

• 2–4 years experience in customer success, account management, strategy consulting, or sales
• Excellent communication and relationship-building skills
• Highly organized and results-driven—you manage details without losing the big picture
• Results-oriented with a proven track record of meeting goals, hitting deadlines, and delivering meaningful outcomes
• Curious, quick learner with a growth mindset
• High emotional intelligence and strong client intuition
• Confident working with advertising, brand, or agency stakeholders
• Bonus: familiarity with research, strategy, or SaaS platforms

Why Waldo

• Help shape a next-gen research product used by innovative agencies
• Remote-first team with a collaborative, low-ego culture
• Competitive compensation, meaningful equity, and full benefits
• Backed by top-tier investors

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

• Industries

  Research

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