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Deliver and improve scalable client training through webinars and learning programs, helping customers master the platform and Collaborative Learning methodology while sharing adoption insights with Customer Success and Product teams.
Customer Success/Sales Trainer
📅 Jun 23
Customer Success CoachingAccount Management CoachingQuality AssuranceStructured Feedback
📜 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.
- Develop coaching plans based on individual performance metrics and team goals.
- Lead training sessions and skill refreshers, collaborating with leadership on development needs.
- Maintain coaching documentation and analyze 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 Trainer 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
Candidate Requirements
Hiring Requirement – Simulation & Mock Deck
This simulation will be used to assess facilitation skills, structure, clarity, and relevance of content.
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