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Client Relations Coach

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About the Role:
We are seeking a Client Relations 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.

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.
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
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What this application asks

lever

Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn Profile URL

  • Current Monthly Salary/Compensation (USD)
  • Expected Monthly Salary/Compensation (USD)
  • Please record a 2–5 minute video or audio introducing yourself and highlighting your customer support experience. You may use WingIntro (https://www.wingintro.com/) or Loom (https://www.loom.com/) if WingIntro is unavailable. Ensure your recording is clear, completed in a quiet environment, and professionally presented. In your recording, please tell us what interested you in this role and why you want to join Wing, describe one significant improvement you made at a previous company that is relevant to this role, and share a difficult decision you had to make in a previous job, including the situation, your decision, and the outcome. Failure to submit this requirement may result in the disqualification of your application. Once completed, paste your WingIntro or Loom URL below.
  • Desired Compensation
  • Potential Start Date
  • Current Location
  • Have you held a formal Customer Support leadership role (e.g., Team Lead, Manager, Head of Customer Support))? choose one · optional
  • Paste a brief Loom/Gdrive video link describing your experience coaching Customer Success Managers/Account Managers. Failure to submit one will result to the disqualification of your application. written answer
  • What is your expected salary? (Philippine Pesos)
  • What is your current location?
  • Are you currently employed or working on any projects? choose one
  • What is your notice period? choose one
  • Are you amenable to work on US hours? choose one
  • Have you coached/trained Customer Success Managers/Account Managers? If yes, specify which roles? written answer

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