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Selling to a chief customer officer

A chief customer officer buys services when retention slips and the data is scattered. What they own, what they ignore and how to open.

Kevin French
· 3 min read

A chief customer officer is measured on whether customers stay. When they can't explain why customers leave, they buy help.

That's the seat in one line. Write to it, and you'll get read.

What a CCO owns

The role varies more than most C-suite titles. In some companies the CCO owns customer success, support and account management. In others they own the whole post-sale experience, including onboarding, renewals and the customer data that ties it all together. In a few, they own customer experience across marketing, sales and service.

What doesn't vary is the scorecard. Retention. Expansion revenue from existing customers. Satisfaction scores. Time to value for new customers. And the cost of serving them.

A CCO who's hitting those numbers isn't shopping. A CCO whose retention has slipped, whose support costs are climbing or who can't get a single view of the customer is a buyer.

What they ignore

They ignore pitches about technology for its own sake. "We implement CRM platforms" tells them what you do, not why it matters to their churn.

They ignore anything that sounds like a marketing campaign. CCOs often sit next to the CMO, and they've heard every customer lifecycle pitch there is. If your message could have gone to the CMO unchanged, it's not for the CCO. For that seat, see selling to a CMO.

And they ignore vague promises about customer experience. Every vendor says they improve it. The CCO wants to know which part of their customer data or process you'd fix, and what it would do to retention.

Signals that matter for this seat

A new CCO is the strongest signal. The seat is often newly created, which means the company decided customer retention needed an executive owner. In the first 90 days, a new CCO will be asked for a baseline and a plan. They'll find out fast that the baseline is hard to build.

Business pressure comes next. Earnings language about net retention, churn or customer concentration tells you the board is watching. A company that says it's "investing in the customer experience" in a 10-K has made it a public priority.

Hiring is a strong tell. A cluster of posts for customer success managers, support operations analysts or customer data roles means the company is building, and building usually exposes gaps.

And watch for tech stack changes. A job post naming a new support platform or customer data platform suggests a migration, and migrations need outside help.

An example opener

Say a mid-size software company creates a CCO role and fills it with someone from a larger competitor. The same quarter, the company's earnings release mentions "a modest decline in net revenue retention" and its job board lists four customer success roles and a customer data analyst.

Saw you joined as the company's first CCO, and the last earnings release flagged a dip in net retention. In your first 90 days, the board will want a clear answer on why customers are leaving. My guess is the usage, support and billing data live in three systems, so building that answer takes weeks of manual work. Is that close, or is the bigger issue something else?

It names a real event and a real number the company published. It ties both to the new seat. It guesses at a specific, fixable problem. And it's easy to correct.

Who else is on the committee

The CCO usually needs the CIO or a data leader to agree to any work touching customer data. The CFO cares about the cost to serve. And a director of customer success or support operations is often your best champion, since they live with the broken process every day.

Write a different hypothesis for each. The CCO worries about the retention story. The data leader worries about one more system or integration to support. The director worries about their team's time.

How to talk once they reply

When a CCO replies, they'll usually tell you whether the problem is data, process or people. Data problems mean customer information is scattered. Process problems mean handoffs between sales, onboarding and success are breaking. People problems mean the team is stretched thin.

Each needs a different kind of help. Listen for which one they describe, and match your offer to it.

CCOs buy from firms that understand retention is the job. Lead with that, and you'll earn the second conversation.

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