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Customer Success Coach

📅 Jun 23
Customer Success CoachingQuality AssuranceStructured FeedbackTraining Delivery
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📜 Description

  • Coach and mentor Customer Success Managers to improve customer satisfaction, retention, and relationship management.
  • Review customer calls, emails, and task updates, then provide detailed feedback.
  • Create individualized coaching plans based on performance metrics and team goals.
  • Deliver training sessions and skill refreshers, and collaborate with leadership on team development.
  • Maintain coaching documentation and track coaching effectiveness and performance trends.
  • Conduct a live training simulation and present original training materials during the hiring process.

🛠️ Requirements

  • Experience coaching Customer Success Managers, Account Managers, or similar roles
  • Solid foundation in quality assurance and structured feedback delivery
  • Former BPO trainers with QA and client-facing experience are strongly encouraged to apply
  • Excellent communication, facilitation, and coaching skills
  • Familiarity with CRMs and performance coaching tools
  • Must be able to work in a hybrid setup and align with a US time zone (night shift) schedule
  • Must present original coaching/training materials during the hiring process
  • Conduct a mock training simulation (live)
Full job description
About the Role:
We are seeking a Customer Success Coach to develop, support, and elevate the performance of our Customer Success Managers (CSMs). This role combines coaching, quality assurance, and training delivery to ensure our CSMs are equipped to drive long-term client success.
The ideal candidate has prior experience coaching CSMs or similar client-facing roles and brings a structured approach to performance improvement. Former BPO trainers with a strong QA background are welcome to apply.
Preferred Skills:   Background in SaaS, B2B services, or subscription-based support Familiarity with CS tools like Hubspot, Pipedrive, Stripe, Dialpad Training or coaching certifications are a plus

Key Responsibilities

  • Coach and mentor Customer Success Managers (CSMs) to improve customer satisfaction, retention, and relationship management
  • Conduct quality reviews on customer interactions (calls, emails, task updates) and provide detailed feedback
  • Develop and deliver coaching plans tailored to individual performance metrics and team goals
  • Collaborate with leadership on team skill development, training needs, and continuous improvement
  • Lead training sessions and skill refreshers to reinforce best practices and performance standards
  • Maintain standardized coaching documentation and feedback tools
  • Track, report, and analyze coaching effectiveness and performance trends
  • Candidate Requirements

  • Experience coaching Customer Success Managers, Account Managers, or similar roles
  • Solid foundation in quality assurance and structured feedback delivery
  • Former BPO trainers with QA and client-facing experience are strongly encouraged to apply
  • Excellent communication, facilitation, and coaching skills
  • Familiarity with CRMs and performance coaching tools
  • Must be able to work in a hybrid setup and align with a US time zone (night shift) schedule
  • Must present original coaching/training materials during the hiring process
  • Hiring Requirement – Simulation & Mock Deck

  • Conduct a mock training simulation (live)
  • Present a self-made presentation deck on the following topics:
  • “What is a Customer Success Manager?”
  • “How to Be a Successful CSM”
  • This simulation will be used to assess facilitation skills, structure, clarity, and relevance of content.
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