How To Gain Buy In From The C Suite
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How To Gain Buy-In With The C-Suite? Vol. 2

During our second season of CX Chats, we conducted in-depth interviews with 17 leading industry experts to discuss how they get buy-in from the C-suite. Here are their enlightening perspectives.

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Samantha Conyers – CXO – First Retail Group

Gaining buy-in from the C-suite is vital for any CX initiative. Samantha has been fortunate to work with supportive CEOs who understand the value of CX. However, she acknowledges that change is a complex process, and building trust and demonstrating the strategic impact of CX initiatives are ongoing efforts.

Achieving Success in Retail CX

Watch Samantha Conyers’ entire interview

Julie Fox – Global Director of Customer Success – Cin7

Julie emphasizes the importance of aligning the customer success strategy with broader business objectives when partnering with the C-suite. By understanding the overall business goals, she can tailor CS initiatives to support those metrics, making it easier to gain buy-in from senior leaders. As a data-driven executive, she speaks business metrics language, helping the leadership team see how customer success can drive growth and profitability.

Customer Experience Strategies for Growth and Retention

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Sumitra Narayanan – Manager, Customer Success, Scale – Braze

Sumitra explains that building relationships with the C-suite requires aligning CS efforts with high-level company goals. It’s crucial to communicate the value of customer success initiatives in terms of how they drive the company’s top-level metrics, like revenue growth and retention.

How To Lead in Customer Success

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Jim Iyoob – Chief Customer Officer – Etech Global Services

In his role at Etech Global Services, Jim Iyoob excels in establishing partnerships and securing C-suite buy-in for customer experience (CX) initiatives by aligning them with the company’s core values and ensuring data accessibility across all organizational levels. Recognizing the challenge of skepticism, especially against data-driven changes, Jim focuses on educating stakeholders about the value of these insights, emphasizing gradual improvement over immediate perfection. He advocates for transparent communication, ensuring that insights derived from comprehensive data analyses are shared and supported across different departments. This approach not only garners the necessary support from top-level executives but also fosters a cohesive movement within the organization toward enhancing customer experiences.

CX Hall Of Famer Shares His Secrets

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Angeline Gavino – Vice President of Customer Success – Katalon

Angeline believes in speaking the language of the C-suite, which is numbers. Aligning her CS team’s goals with company revenue goals and presenting data-driven insights helps secure buy-in from top executives. This approach demonstrates the direct impact of CS efforts on the company’s bottom line.

B2B SaaS Leader's Guide To CS

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Anika Zubair – Head of Customer Success – Griffin

In her leadership role, Anika regularly collaborates with Griffin’s C-suite, directly bringing the customer’s voice into executive meetings. Whether discussing revenue blockers or celebrating new customer launches, she ensures that customer success remains a central focus at the highest levels of the organization.

Her approach to the C-suite is similar to working with multi-threaded stakeholders within a customer organization. Anika believes in the importance of building relationships with executives like the CFO or CPO and ensuring regular communication and collaboration. This strengthens cross-functional alignment and drives company-wide initiatives that enhance customer success.

An Executive's Approach To Customer Success

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Alex Farmer – Chief Revenue Officer – Nezasa

Collaboration with the C-suite is crucial for CX leaders. Alex stresses the importance of understanding each executive’s KPIs and aligning your initiatives with their goals. For instance, when working with product and engineering teams, it’s essential to follow established processes for reporting bugs and escalating issues, even if it’s more cumbersome. This fosters goodwill and ensures that the company’s objectives are met more efficiently.

How CRO's View Customer Experience

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Debra Squyres – Chief Customer Officer – Bonusly

Debra stresses the importance of collaboration and data-driven decision-making within the C-suite. Helping her peers succeed and advocating for constructive conflict ensures that different perspectives lead to more robust business strategies, enhancing overall company performance.

Developing Products While Empowering Employees and Customers

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Alex Mead – Chief Customer Service Experience Officer – Total CX

Alex leverages his deep understanding of CX to align departmental goals with broader business objectives in dealing with the C-suite and board members. His approach involves translating CX initiatives into tangible business benefits that resonate with stakeholders, ensuring customer-centric strategies are also business-savvy.

CX as a BPO Service

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Sally Roberts – Head of Customer – Legatics

Influencing C-suite decisions is easier at Legatics, given the CEO’s deep involvement in product development. Sally highlights the importance of building business cases for new technologies and ensuring investments align with organizational goals. She shares insights on how customer feedback, gathered through various channels, is crucial in shaping the product development roadmap.

CX Tips For Legal SAAS Companies

Watch Sally Roberts’ entire interview.

Jeremy Watkin – Director of Customer Experience and Support – NumberBarn

Jeremy highlights the importance of communication and demonstrates the impact of CX initiatives on revenue and resource allocation. Understanding the financial implications and working closely with the C-suite to align priorities is essential. Jeremy views his role as a mediator who effectively translates the needs and insights of the CX team to the executive level.

Customer Experience Tips for B2B Call Centers

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Caroline Quinlan – CX Design Manager – AIB

Caroline has successfully gained buy-in from the C-suite by presenting precise, evidence-based results. Using data to demonstrate the impact of CX initiatives on business outcomes is essential. She believes linking CX improvements to tangible metrics like return on investment helps convey the value of CX to senior leaders, ensuring their support and commitment.

Instilling CX Into Every Aspect Of A Company

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Arjun Menon – Sr. Manager, Customer Success Management – Salesforce

Establishing meaningful partnerships with the C-suite necessitates proactive engagement, problem-solving, and a deep understanding of stakeholders’ challenges and aspirations. Arjun underscores the importance of becoming a trusted advisor by offering innovative solutions and driving tangible value across the organization.

Value Narration And Creation In CS

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Lynn Hunsaker – Chief Customer Officer – ClearAction Continuum

Gaining executive buy-in is crucial for CX’s success. Lynn achieves this by linking CX initiatives to financial outcomes and strategic goals. She uses data to demonstrate how CX improvements can lead to revenue growth, cost savings, and enhanced customer loyalty.

Global Implementation Of CX Programs

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Eddie Christian – VP, Customer Success & Customer Experience

Eddie Christian emphasizes that gaining buy-in from the C-suite for post-sale initiatives like customer success and customer experience hinges on demonstrating strong retention outcomes. He explains that retention is the key metric that leadership consistently values because it directly correlates to revenue—each retained customer has a clear dollar value. By presenting data that shows how tactics are effectively keeping customers on the platform, Christian finds it easier to capture executive attention. He notes that while churn spikes can draw negative scrutiny, maintaining strong retention metrics is the most effective way to secure ongoing support from leadership.

CX Strategies for Success

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Jill Crimm

Jill’s approach to gaining C-suite buy-in was multi-faceted. She built a coalition of believers at all levels, presented a compelling vision with measurable outcomes, and maintained transparency throughout the implementation process. This ensured trust and alignment with organizational goals.

Combining Marketing and CX For Success

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Donna Drehmann – Director Customer Experience – Eargo

Gaining buy-in from the C-suite is crucial for the success of any CX initiative. Donna’s data-driven approach presents clear evidence of what customers want and where improvements can be made. She has found that sharing customer insights, particularly regarding product feedback, resonates well with Eargo’s R&D and manufacturing teams, facilitating a collaborative environment for CX enhancements.

Balancing Customer Experience With Internal Process

Watch Donna Drehmann’s entire interview

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