We assess Customer Success risk and execute the response.

Our purpose

Most organizations don't know whether

Businesses today face growing

Customer Success is working until the damage is done. REV CX exists to change that. We assess the risk before it surfaces, align leadership around what matters, and embed fractionally to execute the response that protects your revenue.

pressure to act responsibly — from regulators, investors, customers, and communities. We exist to bring clarity to that pressure, helping organizations move forward with strategies that are practical, measurable, and built for long-term value.

Businesses today face growing pressure to act responsibly — from regulators, investors, customers, and communities. We exist to bring clarity to that pressure, helping organizations move forward with strategies that are practical, measurable, and built for long-term value.

What we believe

Principles that guide our work

What we believe

Principles that guide our work

What we believe

Principles that guide our work

CS is a revenue function, not support

Every renewal dollar runs through Customer Success. Treating it as a cost center is a valuation mistake that compounds with every renewal cycle.

Clarity beats complexity every time

Customer Success has buried itself in frameworks and jargon. If you cannot explain the risk plainly to leadership, you do not understand it well enough to fix it.

Act before the risk finds you

Most organizations assess Customer Success health only when forced to. By that point, the window is already closing. Proactive assessment is the only way to stay ahead of the damage.

Customer Success failures start at the top

CS failures trace to leadership, not the front line. Unclear ownership, misaligned incentives, and reactive playbooks are decisions made at the top and felt everywhere below.

The numbers behind the risk most organizations never see coming.

0

Most software firms saw net revenue retention fall last year despite adding CS headcount and budget. Spending more without the right diagnosis does not fix the underlying CS problem.

Most software firms saw net revenue retention fall last year despite adding CS headcount and budget. Spending more without the right diagnosis does not fix the underlying CS problem.

0

The average B2B SaaS company loses more than a quarter of its revenue base every year to churn. Most simply treat it as a cost of doing business rather than a fully solvable problem.

The average B2B SaaS company loses more than a quarter of its revenue base every year to churn. Most simply treat it as a cost of doing business rather than a fully solvable problem.

0

Nearly half of all businesses prioritize acquisition over retention. Most do not see how much recurring revenue is quietly walking out the back door every single year without notice.

Nearly half of all businesses prioritize acquisition over retention. Most do not see how much recurring revenue is quietly walking out the back door every single year without notice.

Our team

Leadership team

Mike Carter

Founder & managing partner

Founder of REV CX. Thirty years leading Customer Success at Microsoft, Splunk, Cisco, and Dell

profile

Mike Carter

Founder & managing partner

Founder of REV CX. Thirty years leading Customer Success at Microsoft, Splunk, Cisco, and Dell

profile

s

s

Common questions

Frequently asked questions

What does REV CX do?

REV CX provides advisory and fractional CS leadership for high-stakes situations. We assess risk, align leadership, and embed experienced operators to protect and grow recurring revenue.

Who do you work with?

We work with boards, PE firms, and senior executives during fundraising, M&A, churn spikes, leadership transitions, and new market or product shifts.

How are you different from a consulting firm?

Most firms deliver a report and leave. REV CX assesses the risk and embeds fractionally to execute the response. We are accountable for outcomes, not just recommendations.

What does a typical engagement look like?

Every engagement starts with a structured CS assessment. From there we recommend the right service, scoped to your situation and urgency, not a fixed template.

How long does an engagement take?

Assessments run two to four weeks. Fractional leadership and advisory engagements are structured monthly and scaled to the complexity of the situation.

Do you only work with SaaS companies?

Our expertise is deepest in B2B SaaS and recurring revenue businesses where CS has the most direct impact on retention, expansion, and valuation.

Why can't our internal CS team handle this on their own?

Internal teams are often too close to the problem, too invested in the current model, and rarely empowered to deliver the kind of uncomfortable assessment that boards, investors, and executives actually need to make high-stakes decisions.

How do we get started?

Contact us through the site. We will have a brief, honest conversation about what you are facing and whether REV CX is the right fit for your situation.

Your CS risk won't wait. Neither should you.

Your CS risk won't wait. Neither should you.

Your CS risk won't wait. Neither should you.