your customer isn’t
one team’s job.
operate like it.
operating models for growth-stage saas and e-commerce
customer success has the most valuable customer data in the company. and the least infrastructure to use it.
your team is closest to the customer. they see the problems first, they know what's really driving churn, they understand what retention actually depends on. that's data no other team has in the same way, and it could be driving change upstream, in sales, onboarding, product, support.
but having it and being able to use it are two different things. most CS teams don't have the operational foundation to run retention with real rigor, and they don't have a way to turn what they know into a narrative that actually moves the other teams to change.
so CS absorbs every problem and tries to solve it alone. and slowly gets treated like a cost center that complains, instead of the function with the clearest view of the customer in the whole company.
that's what i build. the operational infrastructure inside customer success to do both jobs well: run retention with rigor, and turn what your team knows into data and a story the rest of the org can't ignore, framed in the terms each team actually responds to, usually revenue.
and none of it happens in one big overhaul. this gets built in small, cumulative steps that are actionable now, inside the constraints you already have. we don't wait for the perfect conditions to make the change. we build the conditions to change, a little at a time, until CS stops absorbing the blame and starts driving the outcome.
this works.
at one company, response times on the most complex orders were dragging, sometimes up to three days, and the customer team was catching the blame. but they couldn't actually say why it was happening. the data to pinpoint it didn't exist yet.
so we started inside CS. built the visibility to see where the time was actually going. and it turned out part of it was theirs to fix, and part of it was a handoff with another team that had no shared view of the order.
once CS could see it clearly, they could fix their own piece and make a specific, evidence-backed case for the piece that wasn't. three days became twenty-one minutes.
that's the pattern. you build the rigor inside customer success first, so the team can name exactly what's happening. then that clarity becomes the thing that drives change everywhere else. you clean your own house before you go help clean anyone else's.
From larger strategy conversations to getting in the weeds and building our first layouts, Hannah has been outstanding!
SETH JONES | SENIOR CS OPERATIONS MANAGER @ VANTA
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OPERATIONS
CUSTOMER SUCCESS
CHANGE MANAGEMENT
SCALED CS
✦
OPERATIONS CUSTOMER SUCCESS CHANGE MANAGEMENT SCALED CS ✦