Why Sales + Customer Success Teams Need Shared Goals

SaaS companies that align Sales and CS with shared goals outperform those who maintain traditional silos.

Why Sales + Customer Success Teams Need Shared Goals

Why Sales + Customer Success Teams Need Shared Goals

Startups get this wrong all the time. They hire salespeople to close deals, then customer success people to keep customers happy. But they treat them like separate organisms.

I've seen this pattern repeatedly in the SaaS companies we've funded at Y Combinator. The Sales team celebrates the close, then tosses the customer over an invisible wall to Customer Success. Two different conversations happening with the same customer. Two different visions of success.

This doesn't work anymore.

The Old Model Is Breaking

In the early days of SaaS, you could get away with this. Switching costs were higher. Contracts were longer. Customers had fewer options.

Now? Your customers can leave anytime. Monthly contracts are standard. And your competitor is just a Google search away.

The math is simple. A healthy SaaS business needs 3-5x customer lifetime value compared to acquisition cost. You can't achieve that when your Sales and CS teams are playing different games.

What surprises me is how few founders understand this intuitively.

Why Alignment Matters More Than You Think

When Sales and CS operate with different scorecards, three things happen:

  1. Your unit economics suffer. When Sales overpromises to hit quota, CS spends months managing expectations instead of driving value. This increases your cost to serve while decreasing customer lifetime.

  2. Your product suffers. Sales teams disconnected from customer outcomes push features that don't solve real problems. Your roadmap becomes a collection of sales-driven promises rather than customer-driven solutions.

  3. Your culture suffers. Internal finger-pointing becomes the norm. "Sales sold something we can't deliver" vs. "CS doesn't know how to make customers successful." The best talent avoids toxic environments.

I've noticed the strongest SaaS companies solve this problem early.

The Shared Goals Framework That Works

The most successful founders I've worked with implement these shared metrics:

Net Revenue Retention. Both teams own this number. Sales isn't just measured on new logos, but on customers who stay and grow. CS isn't just measured on happiness scores, but on actual revenue expansion.

Time-to-Value. How quickly customers achieve their first meaningful outcome. Sales sets realistic expectations, CS delivers against them.

Customer Health Scores. Create a unified definition of a "healthy customer" that both teams contribute to. Include product usage metrics, sentiment scores, and growth potential.

Expansion Opportunities. Make both teams responsible for identifying and closing upsell opportunities. The best expansion comes when customers recognize genuine value.

What This Looks Like in Practice

Stripe does this well. Their sales team doesn't just sell payment processing - they sell business growth. Their success team picks up that same narrative, showing how payment optimizations drive incremental revenue.

Same conversation. Same metrics. Different stages of the customer journey.

Zapier has an interesting approach. They rotate team members between Sales and Customer Success roles. This creates natural empathy and shared understanding.

The most counterintuitive approach I've seen is companies that completely eliminate the distinction. Everyone is responsible for both acquisition and retention. This works surprisingly well for product-led growth companies.

Why Most Companies Won't Do This

Changing incentive structures is hard. People optimize for how they're measured.

Commission structures that reward only new logo acquisition are deeply ingrained. Customer Success teams sometimes fear revenue responsibilities, preferring to focus solely on sentiment and satisfaction.

But the companies that figure this out have a huge advantage. Their customer acquisition costs decrease as referrals increase. Their growth becomes more predictable. Their valuations improve as investors recognize sustainable unit economics.

The Future of Go-To-Market

As markets mature, the distinction between Sales and Customer Success will continue to blur. Revenue operations will emerge as the unifying function.

The winning companies will be those where every customer-facing employee understands:

  1. How customers define success
  2. How that success translates to revenue retention
  3. Their specific role in delivering both

If you're building a SaaS company today, start with alignment. Your metrics shape your culture. Your culture shapes your outcomes.

The wall between Sales and Customer Success isn't just inefficient. It's increasingly fatal.


This approach to cross-functional collaboration in SaaS isn't just a nice-to-have. It's the difference between the companies that scale efficiently and those that constantly fight customer churn.

The companies that get this right don't just survive. They define their categories.