Chief Customer Success & Happiness Officer, With Amy Downs – CB32

Episode Overview

Amy Downs is the Chief Customer Success & Happiness Officer at Lifesize, a company enabling communication and collaboration among many mediums (their slogan is “connecting people to make their workplace great”), was quite interesting. Her path to this role started as a software engineer. Like many Chief Customer Officers, Amy kept getting pulled in the direction of the customer, but needed to find her path to a formal role. At Lifesize, she was initially VP of Customer Care. That scope ultimately didn’t make sense, which is how she became the Chief Customer Success and Happiness Officer. If you get a chance to listen to the full episode over the holidays, you can learn about the entire transformation from one role to the other.

About Amy

From Amy’s own LinkedIn:

I get a kick out of helping companies realize their full potential! A culture maven who believes Customer Obsession comes from the heart; success is simply unlocking the deep passion that lies within each of us by helping each person realize the important part they play in our Customers’ lives and servant leadership is a huge part of this. Our #1 goal is to earn customers’ business for life!

Some of Amy’s core competencies include:

• Customer Success Executive Leadership
• Creating innovative cultures with empowered & passionate employees aligned to customers
• Growing revenues and margins for high growth start-ups and turn-around situations
• Customer Success, Support, Service/Solution Delivery Executive Leadership
• Development and alignment of cross-organizational teams for collective responsibility of the customer experience
• Process engineering, operational excellence/efficiencies
• Customer and Partner Relationship Management (CRM)
• Sales Enablement
• SaaS/PaaS/Cloud/Hosting

The Pain Of Operational Issues

I think we’ve all run into this, and Amy was no different. In her first few months in the new role, she realized she needed to stop the pain of operational issues, or nothing would ever get done. This is all tied to an issue that many companies have: the alignment of strategy and execution. Normally strategy is set at the top levels, which makes logical sense. But if that strategy isn’t filtered down into day-to-day execution-level tasks, nothing will really ever shift or change. Amy inherently understood this. One of the first things she did (actionable advice alert!) was educate and elevate the role of the support team. Oftentimes support teams are seen as interchangeable at the decision-making level, but that’s folly. Support teams are often the bedrock of your entire business model, and Amy needed them to be the best they could be. She worked on training them up and getting them access to the resources they needed. This is how you begin to solve the pain of operational issues.

The Engineering Tie-In

I found this part interesting, largely because so many companies these days are being founded and then run by engineers. (Amy is based in Austin, where that’s common; also think Silicon Valley, etc.) People with engineering backgrounds tend to — this is a generalization, but largely true — have a specific problem-solving mindset. (Amy definitely does.) She talks about how she was able to use this background to solve customer pain points, which often came in the form of “big boulders.” We’ve all been there, right?

Interviewing Senior Leadership

In maybe a bit of an unconventional move, Amy interviewed every senior leader at her company. She wanted to understand the dynamics of the team, their personalities, and their priorities. Even in smaller, start-up environments, many priorities can slot into silos. We often hire according to functional expertise (i.e. sales, marketing, operations, etc.), so when those people come together as new hires, they can cluster off their priorities according to their background. This is usually not good for the company overall, and definitely not good for customer-driven growth. (I often talk about “one-company leadership” or “smashing silos,” and that’s what this means.) By interviewing her peers, Amy understood the dynamics and the priorities more. Now she could take customer pain points and tie those to the priorities of everyone else. This gets her more buy-in, which usually means more resources. That’s how you grow out a department.

Net Promoter Score

There are different views on NPS; some love it, some hate it, some are indifferent. What I liked about Amy’s approach is that she introduced NPS as way more than just a number. It signaled an entire attitude shift at the company about how to consider and value customers. I’d recommend listening to that section a couple of times; too often we use NPS as a “be-all” metric in customer experience. It’s a good metric but it can’t just be a number you report out. It has to have context with the other senior leaders.

Pay It Forward

What advice would Amy give a younger version of herself in the role?

• Be deliberate about educating and training your people. It takes time and can feel frustrating, but it’s extremely worth it. The ROI is there.
• If the work isn’t connected to business growth, no one will care and you’ll lose access to resources and time.
• Educate and drive accountability for customer-driven growth in other areas (silos, etc.) as soon as you can.

What Is This Resource Below?

Amy was so generous with us! She shared the customer success primer that Lifesize uses, and we made it available for download here. You can grab it below. It’s a great document and I definitely encourage you to download it if you want to enter 2017 on the right foot.