Do You Need a Customer Experience Manager?

A customer experience manager determines, implements, refines, and reports on the customer experience program. This role is crucial to the success of customer experience in enterprise organizations.
Do you need a customer experience manager or CX Manager

Did you know that 80% of organizations have CX teams with 11 or more employees dedicated to the business’s CX program? 

As your company begins to scale customer experience operations, it is possible for silos that cause different departments to use separate technologies and focus on different metrics, which fragments your understanding of the customer experience

To avoid this problem, you need a customer experience manager to break down silos, unify your tech stack, and unite your directors, VPs, and business units with the ultimate goal of creating a friction-free, productive, and delightful customer experience—from onboarding to renewal and advocacy. 

What Is a Customer Experience Manager (CX Manager)?

A customer experience manager determines, implements, and refines the customer experience strategy to ensure that all customer interactions with a company are seamless, satisfying, and aligned with the organization’s values. 

Another important aspect of this role is that it determines the best way to collect, analyze, and act on the voice of customer data at key touchpoints across the customer journey. 

Benefits of Having A Customer Experience Manager

Employing a dedicated customer experience manager can profoundly enhance your organization by providing a singular leadership point for the entire customer experience program. This role ensures that all initiatives to improve customer satisfaction are strategically aligned and executed efficiently across various departments. 

A skilled customer experience manager not only fosters collaboration among teams but also takes charge of managing personnel and allocating resources wisely. By streamlining processes and integrating diverse strategies, this leader plays a pivotal role in driving both operational efficiency and sustainable growth, ultimately creating a more cohesive and impactful customer journey.

What Background Should a CX Manager Have?

It is common to see a wide range of candidates succeed in the role of CX manager—from Salesforce Administrators to Senior Sales Operations professionals to Customer Success or Customer Experience/Voice of the Customer leaders. Even marketing professionals have successfully led CX operations efforts.

It makes sense that effective CX professionals would come from different backgrounds since this role is about as cross-functional as it gets. We can tell you that certain qualities and skill sets, rather than specific career trajectories, predict success in this role. 

Key Skills and Traits of a Successful CX Manager

Customer experience managers will not all share the same background. Some customer experience managers will have marketing experience, others will have sales experience, etc. However, all successful customer experience managers share the same traits that make them successful leaders of customer experience initiatives. Some of these skills include: 

  • Diplomacy and negotiation skills
  • Tech literacy
  • Project management mastery
  • Understanding of procurement

Diplomacy and Negotiation Skills

A customer experience manager needs to have excellent interpersonal skills and be able to balance all the stakeholders’ needs and achieve goals with their available resources. They’ll need to convince a range of departments—not just the customer-facing ones—just how vital these efforts are to the company’s long-term success. 

A CX manager will lead team meetings, communicate strategies, and move projects forward while holding everyone to a timeline (including executives). On top of that, they must obtain a clear mandate and buy-in from their C-suite sponsors. This is especially important, as only 51% of customer experience decision-makers who state that improving the customer experience is a priority for their executives said that those executives act like CX is important most or all of the time

Tech Literacy

Your various technology platforms need to work together as a system. Otherwise, your information silos stay intact and your customer journey remains fragmented. 

On top of that, they’ll need to find the gaps in your current capabilities and identify solutions to fill them. Sometimes, this involves purchasing entirely new systems. Other times, it’s simply a matter of integrating what you’re currently working on. Usually, it’s a bit of both.

InMoment’s CX integrations seamlessly integrate with over 100 enterprise systems to ensure you have a holistic and unified view of the customer experience data to make better business decisions. 

Data sources from different integrations being combined to provide a better customer experience.

Project Management Mastery

Your customer experience manager will need excellent project management skills, including planning timelines and budgets end-to-end and getting personnel to stick to them. They also need to know how to purchase from vendors without using an RFP.

A Strong Understanding of Procurement

Executives have grown wary of new B2B software that promises to solve all their problems, and middle management is rarely overjoyed at the prospect of retraining staff on new platforms. That said, sometimes the current systems don’t cut it, and it’s up to the CX manager to understand the tradeoffs when evaluating new technology and delivering an integrated system that gets the job done.

How to Hire a High-Impact CX Manager

If you want a customer experience manager that will truly revolutionize the customer experience at your organization and be able to tie those improvements to business success, you are going to need to make sure you conduct a hiring process that will yield the highest-performing professionals. Here are some steps to follow that will help you hire a high-impact customer experience manager: 

1. Define the Role: 

One of the most important parts of the hiring process is to make sure that it gets started the right way. When you are looking for a CX manager, clarify what you are looking for and what they will be in charge of. 

Are you hiring a CX manager to start your customer experience from scratch? Are they taking over a pre-existing business unit? What kind of results do you expect from a successful customer experience manager? These questions ensure that applicants are educated on the role from the beginning and eliminate misunderstandings later in the hiring process. 

2. Look for Someone Who Understands the Customer

Whoever you choose as your customer experience manager should have a strong understanding of the modern consumer and the experiences they are looking to have. The ideal candidate understands that only a fraction of customer feedback comes from surveys and that an effective customer experience program will source customer feedback from multiple sources in order to tap into the 85% of customer feedback that is unstructured. 

3. Can Tie CX to Business Performance

One of the biggest challenges for customer experience professionals is to tie customer experience business improvements with business performance improvements. In the current business environment, this is a crucial skill. Regardless of their background, your chosen candidate should have experience with this to ensure that you can measure the ROI of your CX program

4. Assess Cultural Fit

Your customer experience manager will be responsible for communicating across your organization, whether it be executives or associates. Since the CX manager will touch many departments, it is important to take the time to ensure that they are also a cultural fit for your company. This will make the adoption and execution of customer experience initiatives a lot smoother. 

5. Understand the Importance of the Agent/Customer Interaction

One of the most important parts of the customer journey is the experience that the customer has with a contact center or customer support team. 78% of customers prefer to contact customer support through online chat or voice calls. Furthermore, 76% of customers get frustrated when they do not receive a personalized experience. 

It is important to hire a customer experience manager that understands the weight the contact center holds in regard to the entire customer experience and empowers the organization to invest in solutions that will meet customer expectations. 

Tools and Technology for CX Managers

For your customer experience manager to be successful, they need to be equipped with tools that give them the best insights into the state of the customer experience at your organization. These include, but are not limited to, CRM systems, analytics platforms, collaboration tools, and customer feedback platforms. 

The most important of these tools is a customer experience platform. A customer experience platform helps you connect data from multiple sources to get a holistic view of how customers view their interactions with your organization. 

InMoment’s customer experience solution is the premier choice for successful customer experience managers as it combines up to six different solutions, such as conversation intelligence, customer experience surveys, digital listening, reputation management, and more! 

How to Measure the Success of a Customer Experience Manager

There are multiple ways to measure the success of your customer experience manager to understand the impact they are having at your organization. The three main categories of metrics you can use are: 

  • Customer Experience Metrics
  • Operational Metrics 
  • Business Impact

Customer Experience Metrics

To measure the success of your customer experience manager, you will need to benchmark their performance against the customer experience metrics that were agreed upon early on in the hiring process. These can include:

  • Net Promoter Score (NPS)
  • Customer Satisfaction (CSAT)
  • Customer Effort Score (CES) 

These metrics can reflect the changes in how the customers perceive their experience. For example, an increase in customer satisfaction in the six to twelve months of a customer experience manager’s time with your organization means the changes and initiatives they have implemented have resulted in a more positive customer experience.  

Operational Metrics

Operational metrics are metrics that reflect the processes within your organization. To measure the performance of your customer experience manager using these metrics, you can compare CX efforts against: 

  • Resolution time
  • Average time in queue  
  • Conversion rate

These metrics reflect the smoothness of operations in your organization or in a specific business unit. For example, the average time in queue and resolution time are often used as call center metrics. A higher resolution time and a lower average time waiting to talk to an agent means that customers have better experiences.  

Business Impact

Perhaps most importantly, you will want to measure how your customer experience manager demonstrates the ROI of CX initiatives through their tangible business impact. This can be done using metrics such as: 

  • Average order size
  • Customer churn rate
  • Cost per conversion (CPC) 

These metrics help measure the ROI of CX initiatives. Using the right tools, you can gauge the financial impact that a successful customer experience program is having on your business. 

Fill out the calculator below to see the ROI you could get from utilizing InMoment’s customer experience platform: 

Calculate your business’s ROI using InMoment’s VoC tools.

Estimated Revenue Growth
Use the calculator to find an estimated ROI
Total ICX ROI

Submit two or more calculators to show an overview of what your integrated CX program could return.

Empower Your Customer Experience Manager with InMoment

A successful CX Manager doesn’t just improve customer experience—they drive meaningful, measurable business growth by putting customers at the heart of every decision. Schedule a demo today to see how InMoment’s platform can set your customer experience manager up for success! 

References 

McKinsey & Company. The value of getting personalization right—or wrong—is multiplying. (https://www.mckinsey.com/capabilities/growth-marketing-and-sales/our-insights/the-value-of-getting-personalization-right-or-wrong-is-multiplying). Accessed 12/17/2024. 

Forrester. The State Of Customer Experience Teams, 2023. (https://www.forrester.com/report/the-state-of-customer-experience-teams-2023/RES180035). Accessed 12/17/2024. 

Product Led Growth with CX Metrics

We are all competing in the End User Era now.

Investor Blake Bartlett coined the term “End User Era” to capture an important shift that is happening on an organizational level across industries: “Today, software just shows up in the workplace unannounced. End users are finding products on their own and telling their bosses which ones to buy. And it’s all happening at lightning speed.”

Companies like DocuSign, Slack, Zoom, and Hubspot are examples of SaaS companies that are thriving in the End User Era. Their success is rooted in products that end-users love. Product Led Growth codifies this end user-focused growth model. PLG relies on the product itself as the primary driver of customer acquisition, conversion and expansion. This approach goes all-in on end user ease and productivity to drive growth, and is a radical shift away from the acquisition growth model so familiar in the software industry.

Customer experience (CX) metrics have an important role to play in this strategy—something we explored in-depth in a previous post: Customer Experience in the Era of Product Led Growth.

Customers Will Tell You Where Your Product Led Growth Bottlenecks Are

Metrics are essential to understanding progress on the product led growth curve. Typically the PLG model evaluates business and pipeline health based on user actions (clicks) and subscription revenue.

This is where CX metrics are so valuable. Voice of customer data illuminates the “why” behind the clicks and the cash. Classic CX surveys like NPS, PSAT, CSAT, and Customer Effort Score(CES) monitor customer sentiment—providing critical insight into behavioral and revenue metrics.

By analyzing the open-ended comments that accompany the rating-scale questions you can identify positive and negative themes in what customers are saying. Based on what you learn, you can confidently prioritize improvements to your product that will remove bottlenecks, the enemy of PLG success.

At the core, product led growth is about taking tasks that would traditionally be done manually and putting them into the product to create efficiency and a better customer experience. Step back and map out all of the steps in your funnel from acquiring an initial lead all the way through to turning that lead into a paying customer who sees value in the product. Where are the bottlenecks?

How do you know where your bottlenecks are, and whether you are eliminating them?

Let’s explore each metric to understand how it can help you identify and address bottlenecks, with real-world examples from our customers.

Net Promoter Score (NPS): Loyalty and More

Net Promoter Score (NPS) surveys ask customers to evaluate how likely they are to recommend your product or company to a friend or colleague, this “propensity to refer” is an excellent predictor of future growth.

Unlike the other metrics covered here, which are flexible and easily customizable, true NPS surveys follow a very specific format when it comes to asking the first (of two) questions. By asking that first question in a specific way, using a standard scale, companies can compare their NPS scores to industry benchmarks. The second question, which gathers qualitative data regarding improvement opportunities, can (and often should) be customized.

NPS Surveys ask two questions…

  • Question #1: “How likely are you to recommend this product or company to a friend or colleague on a scale of 0-10?”
  • Question #2: “What can we improve about this experience?” (if they rated you 0-8) or “What did you love about this experience” (if they rated you a 9 or 10).

The first question allows you to calculate your Net Promoter Score, which is a number between -100 and +100 and serves as a benchmark for progress. For detailed information on how to calculate NPS, and what the number really means, take a look at our Net Promoter Score post.

The second NPS survey question is just as important, if not more so, than the score itself because this qualitative data tells you what you need to do to improve end user experience.

Why is NPS key to Product Led Growth? Traditionally viewed as an indicator of growth (as mentioned above), NPS is also a crystal ball when it comes to retention. NPS gives you a glimpse into the minds and hearts of your end users. It can provide a constant stream of feedback about bottlenecks and that will help you create products that enable the ease and productivity you are going for.

In short, NPS captures what’s most important to users, whether it’s documentation, training, or aspects of the product itself. NPS is typically the foundation of any CX program, and since you don’t want to get overwhelmed in the beginning, there’s nothing wrong with making NPS your sole CX metric at this stage.

NPS Example: DocuSign

Docusign logo
DocuSign uses NPS to gather feedback on product features and pinpoint any bottlenecks in the experience. They achieve this by customizing their NPS follow-up question (the one that asks users to explain their score). In the in-app survey pictured below, Docusign asks “Tell us about your experience sending an envelope.”

Wootric NPS Survey in DocuSign

Guneet Singh, Director of CX at DocuSign, believes that regardless of which metric you use, it’s vital to understand how customers feel about your product at key points in their journey. In other words, don’t wait to conduct an annual survey—gather continuous data and refine your product based on that feedback.

Customer Satisfaction (CSAT): Because Support Is a Bottleneck

Customer Satisfaction (CSAT), like NPS, is another metric you can use at various points in the customer journey. The classic use case for CSAT is following up on a support interaction, where you can ask customers about their experience:

  • Solving their specific problem
  • Working with a particular CS agent
  • Working with your company in general

CSAT surveys can use a scale ranging from “very satisfied” or “very dissatisfied,” often followed by a question that asks the user to share the reason behind their score.

What makes this touchpoint so vital from a PLG perspective? Support calls, by definition, are a point of friction—nobody contacts customer support when things are going right.

Product Led Growth endeavors to eliminate support interactions altogether. When was the last time you reached out to customer support at Slack or DocuSign? Chances are, it’s never happened. That’s the seamlessness you’re going for.

This touchpoint is a rich source of insight into frustrations that customers face. Product teams that prioritize end user experience pay close attention to feedback from support as they improve product and design new features.

CSAT Example: Glassdoor
glassdoor logo
Glassdoor, the popular site for job listings and anonymous employer reviews, uses Customer Satisfaction surveys to gather feedback on support interactions. When a support case is closed in Salesforce, end users receive a personalized CSAT survey via email.

Carmen Woo, Salesforce Solution Architect and Senior Application Engineer, holds the cross-functional CX technology vision at Glassdoor. “What is intriguing about our use case is that we use machine learning to analyze feedback. Comments are tagged by topic themes and are assigned sentiment to capture the emotion behind the user’s words.

“The [InMoment] platform allows our Support team to segment feedback by agent and other relevant business drivers to uncover insights that contribute to optimizing our support function, and it can also reveal bottlenecks that are best addressed by improving product features or design,” says Carmen.

Product Satisfaction (PSAT): Adoption and Engagement Bottlenecks

PSAT surveys are highly flexible, and they can be structured the same way you structure Customer Satisfaction survey questions—asking customers to rate their level of satisfaction with a product using a scale from “very satisfied” to “very dissatisfied” (e.g., 1-3 or 1-5) or through a binary response (e.g., “happy face” or “sad face”).

PSAT surveys are best delivered within an app, when customers are using your product and can give you fresh, timely feedback. The customer sentiment derived from PSAT surveys is the necessary complement to behavioral metrics. Sure, you can see in the clicks that users are not adopting a feature, but why? PSAT helps to answer that question and guides optimization efforts.

PSAT Example: HubSpot

Marketers that use HubSpot, the popular CRM software, may recall responding to a Product Satisfaction survey when using a new feature for the first time. PSAT gives Hubspot immediate feedback on whether a new feature is delivering value to the end-user.

Even if you’ve done extensive user testing, getting feedback on a feature within the context of a user’s experience of the whole product is valuable. Is there friction? Should the feature be tweaked in some way?

This approach, which is a key aspect of lean UX design, ensures you don’t go too far down the rabbit hole with a product feature that sounded great in theory but didn’t serve your end-users in the real world. New features can bring complexity — the bain of end user ease. By continually asking for feedback in-product, you can better calibrate that balance and maintain a frictionless, easeful end-user experience.

Mobile CSAT survey for banking app
Example InMoment PSAT survey in a mobile app.

Customer Effort Score (CES): Identify Bottlenecks in Onboarding

A seamless onboarding experience is key to widespread adoption. If end-users have to work too hard to get up and running, they’ll give up and try a competitor’s product. Even if you have an enthusiastic champion within a company, if they have to prod others to adopt or spend time convincing them of your value, their own enthusiasm will wane. As such, it’s important to evaluate how much effort end users must put into getting started.

Customer Effort Score (CES) asks how difficult it was to accomplish a given task using a predefined scale (e.g., 1-7 or 1-5). Here is an example of a CES survey:

Customer Effort Score Survey in Intercom Messenger
Example InMoment CES Survey in Intercom

CES surveys are frequently used to follow up on support calls, but they’re also extremely valuable when evaluating the onboarding experience. Success teams know that the seeds of churn can be sown in the onboarding phase. They have been using feedback from CES surveys to both (1) follow up with that customer to fix the problem and (2) develop tasks and processes that will prevent future customers from experiencing the same bottlenecks.

However, in the context of PLG, addressing onboarding feedback isn’t just the domain of the Success or Support team. It is vital input to UX teams that seek to eliminate tasks that would traditionally be done manually and put them into the product to create efficiency and a better customer experience.

CES Example: Watermark

Watermark is in the EdTech space, and they’ve taken a comprehensive approach to optimizing user experience. Here’s how they do it, starting with Customer Effort Score surveys.

Watermark has a complex onboarding and training process, so they gather data at the end of each of three phases of training using CES surveys. The feedback goes to the implementation and training teams to both (1) improve the process and (2) identify customers who may need extra support. Then, of course, they look for larger trends and modify their onboarding experience accordingly.

Watermark also measures NPS & CSAT.  NPS is measured across six product lines, and Watermark studies the correlation between NPS and renewals. Higher NPS scores predict a greater likelihood for renewal, and improving products based on NPS survey results is key to Watermark’s customer retention strategy. CSAT surveys, triggered from Salesforce Service Cloud when a case is closed, help to evaluate and improve Customer Support.

And as Dave Hansen, the CX champion at Watermark, points out, they dig into the data to identify points of friction. “The feedback we’re getting tells us that there isn’t necessarily an issue with our overall solutions,” says Dave. “You may have issues running a certain report, or you may have issues with the way you have to click through to something.”

Product Led Growth Strategy Is About End User Experience

The four CX metrics covered in this post (NPS, CSAT, PSAT, and CES) offer insight into end user experience and augment behavioral data with the voice of your customer.

Remember, don’t allow scores to be your sole focus. There is gold in the open-ended feedback you receive. Without analyzing the open-ended feedback you receive, the metrics are just benchmarks that you’ll aimlessly try to identify bottlenecks through guesswork. In the end, that won’t get you very far.

Product Led Growth is all about creating a smoother experience in the moments that matter. CX metrics and voice of the customer comments help technology companies do just that.

Get the ebook, “CX FOR EVERY STAGE: How to Scale Your Voice of Customer Program from Startup to Enterprise.’ Learn how to improve user experience for product led growth and loyalty.

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