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Customer success advisory for HCM software

Turn customer success into a relationship engine.

Most HCM software companies have let CS quietly become an extension of support — CSMs closing tickets instead of building the relationships that turn customers into advocates for the brand.

1 founder-led advisory practice, no bench of junior consultants
4 steps: assess, redesign, enable, measure
1,425 customers engaged in the program Howard built at Ceridian
The problem

The cost of CS-as-support

When customer success is measured like a help desk — case volume, response time, resolution rate — it behaves like one. The relationships that actually protect revenue never get built.

What support-triage CS costs you
  • Renewal risk hides behind clean support metrics — a quiet account isn't a safe one, it can be one that's already checked out.
  • CSMs spend their days reacting to case queues instead of running relationship-building conversations.
  • Advocacy happens by accident, if at all — there's no system for turning a happy customer into a reference, a case study, or a peer mentor.
  • Expansion and renewal revenue depend on relationships nobody at the company actually owns.
  • When something does go wrong, there's no relationship capital to draw on — the account's whole experience is the last ticket.
What a relationship engine delivers
  • CSMs run proactive, structured relationships with a defined cadence — not a reactive inbox.
  • Advocacy is a program, not a favor: customers who succeed are systematically turned into references and peers.
  • Leadership can see NPS, engagement, and advocacy trends — not just ticket counts.
  • Sales gets a warm pipeline of references and testimonials instead of cold asks late in a deal cycle.
  • Support tickets still get resolved — they're just no longer the entire job description.
Who it's for

HCM companies whose CS org operates as an extension of service

HRME2 works with human capital management software companies — payroll, HR, workforce, benefits — where customer success exists on the org chart but functions like tier-two support.

01
Titles say "success," incentives say "tickets"

CSMs carry the "Customer Success Manager" title, but they're measured on response time and case closure, not on relationships or advocacy generated.

02
CSMs are the last line of support, not the first call for strategy

Customers reach their CSM when something is broken. There's no standing cadence for the conversations that build trust before something goes wrong.

03
No formal path from satisfied customer to advocate

Happy customers exist. There's just no program for turning them into references, speakers, case studies, or peer mentors for prospects.

04
Leadership wants advocacy gains, the org still rewards ticket resolution

NPS and expansion targets get set at the top, but the day-to-day incentives underneath the CS team never change to match.

The approach

A four-step engagement, not a slide deck

HRME2 engagements are hands-on and sequential. Each step produces a concrete artifact the CS team actually uses — not a strategy document that sits in a drive.

01

Assess the current CS motion

Map how CSMs actually spend their time, what's measured today, and where relationships already exist versus where the org has only ever built a support queue.

Diagnostic — current state, workload, and metrics
02

Redesign around proactive relationship-building

Rebuild the operating model — segmentation, engagement cadence, and a CSM mandate that isn't "answer tickets faster." Relationship-building becomes a scheduled, structured motion, not a hope.

Operating model — segmentation, cadence, mandate
03

Enable the CSM team

Equip CSMs with the skills, talk tracks, and workflows to run relationship-first engagements — including how to identify, cultivate, and activate advocates instead of just closing cases.

Enablement — skills, workflows, advocate identification
04

Measure advocacy outcomes

Track what actually matters: NPS movement, references and testimonials generated, peer-to-peer engagement, and revenue influenced — not just ticket volume and time-to-close.

Measurement — NPS, advocacy, revenue influence
Proof, from the founder's own record

The Ceridian XOXO customer success & advocacy program

Howard created and led Ceridian's XOXO program as SVP of Customer Success — turning a traditional HCM support relationship into a peer-to-peer advocacy engine that customers actually wanted to join.

Howard Tarnoff — SVP, Customer Success, Ceridian
20+ pts
higher average NPS among participating customers than Ceridian's general customer population
Tens of millions
of dollars in sales contribution driven by the program
1,425
customer members in the program
11,767
member activities logged
1,008+
peer-to-peer engagements between customers
Thousands
of seller hours saved sourcing customer references

Advocacy, systematized

Customer speakers and testimonials were generated on an ongoing basis — not chased down deal by deal.

Sales, unblocked

Reference requests that used to consume seller hours were sourced through the peer network instead.

Loyalty, measured

Participating customers ran more than 20 NPS points above Ceridian's general customer base — a gap the program tracked continuously.

Current client

Who HRME2 is working with now

Current engagement

Pumpkin Wellness Club

A pet wellness membership offering. HRME2's engagement with Pumpkin Wellness Club is underway — this is a current client relationship, and no outcomes are claimed here.

Listed as an active engagement only. Results will be added if and when they're measured and confirmed.
Experience

Three decades inside HCM & HR technology

Before founding HRME2, Howard held leadership roles across customer success, sales, marketing, and revenue at HR and HCM technology companies, including:

isolved HCMHCM & payroll SaaS
Greenshades SoftwarePayroll & HR compliance software
EmpInfoEmployment & income verification
OneDonation.orgNonprofit giving platform
Sapient Insights GroupHR systems research & advisory
WorkForce SoftwareWorkforce management SaaS
Workbrain / InforWorkforce management software
Get in touch

Tell Howard where your CS org actually stands

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Founder
Howard Tarnoff
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