Building a true Customer Success Organization


One of the main challenges with Customer Success function is how it can be positioned within the Eco-System of the current organizational structure? how it can add a new value without affecting the current cost stream? how the reporting lines should align in order to orchestrate properly?

Well, to answer the question of how to position Customer Success?, we should go back to the previous question of why to create Customer Success?. A clear answer to this “Why” question may help much in answering the “How” question

I have stated in previous posts the strategic value of adopting a Customer Success function, let me be more clear about this putting in bullet-pointed answer..

Why to adopt a Customer Success Function?

  • To achieve a true Shift from a sales oriented strategy to customer centered strategy
  • To maintain and optimize sensitive customer related KPIs that normal functions can not focus on ( Satisfaction, Health, Growth Potential…etc)
  • To create more selling situations, accordingly more leads
  • Customer Success warrants more focus for other organizations to do what they can do better as it takes the hassle of maintaining customer relationships from them like persisting requests and business challenges that always occur post the sales process. so then, the sales can sell, the development engineer can code and support can fix product bugs..etc

The name “Customer Success” has a deep indirect value to customers, its not “sales or Account Management or business development” which all customers in most of cases is valued by the amount of business they generate

It is not also Customer Support, where customer business and current account situation is not taken into consideration in most cases

So, understanding this function very well, can make the mission of positioning it much easier

Back to the main question, how to position customer success?

In a reply to a post written by Nick Mehta on LinkedIn (CEO of GainSight) where he asked for some answers to this same questions, I explained briefly part of my vision or approach. Nick post copied below


My approach for this function is to ultimately achieve “Success”, a mutual Success for both customer and business

When sales numbers step over all metrics, we may encounter medium-long term business risk. High sales figures without continuously increasing customer satisfaction means long term failures

The strategic idea here is to change the reporting lines of sales organization to the top Customer Success Organization, by this change the overall business picture will be more realistic and mature to both reflect the real situation and project the future shape of engagement with customers

So the name I propose for this is Chief Success Officer (CSO), where this role can have an executive dashboard/health-score of all accounts

Then two main reporting lines under the CSO

  • Director/VP of Customer Success
  • Director/VP of Sales

With Such top structure, I believe there will be a great deal of balance with what is sold vs what the customer real situation is, thus, maintaining high and stable sales figures while keeping a growing customer attachment

Another naming conversion I have came across, which is the Chief Customer Officer, it sounds very reasonable and more attractive as it includes the “Customer” name which implies a great deal of attention to the “Customer”

My only take on the “Chief Customer Officer” is that it will be still separated from Sales organization so it will not diffuse the right needed power to embrace the voice of the customer, and yet the Customer Success function will be more of a supporting function than a core one

The only way to have a true Customer Success execution is to put in an equal KPI valuation with sales to measure the overall success of business, which is what the “Chief Success Officer” can achieve much more than “Chief Customer Officer” for the reasons I mentioned above

Copying my Reply to Nick Mehta’s post below



Published by Moe Nada

I love what I do and I believe in human power that can passionately create miracles with the right affiliation and genuine thrive for accomplishment. My top excitement is always around startup businesses, I am always open to discuss any topic related to startups. I am a highly passionate technology professional with more than 15 years in the industry with distinguished record of key accounts management, customer success, customer support, program management, IT Service Management, knowledge management, people coaching, IT strategy management, mentoring and team building, with many reportedly transformational customer success stories.

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