CS Leader Coaching

You have the vision. Just no path to execute it.

I’ve been in your seat. I’ve built software renewal teams servicing thousands of customers, from mid-market and healthcare organizations to government agencies and Fortune 100 companies.

As a coach, I help you find your own answer, yes — always. But I also share what works in B2B SaaS (Business-to-Business, Software as a Service, particularly Customer Success organizations, Account Management, and Implementation.

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Who this is for

I offer coaching engagements for every role and stage in Customer Success:

  • B2B SaaS founders needing to improve retention

  • Directors or VPs leading any post-sales client-facing function (Implementation, Consulting, Customer Success, Account Management)

  • Client Success team managers looking for support and direction in coaching their people

Client Success is a critical—and often overextended—function. Sustainable success requires more than a strong vision and tough grit.

You need clear goals, aligned structure, and leadership that puts people first.

Outcomes

  • Align metrics to business objectives

  • Clarify responsibilities to reduce role confusion

  • Grow relationship-builders into sellers and expansion drivers

  • Optimize implementation to reduce time-to-value

  • Streamline renewal workflows to reduce churn

  • Break down silos and improving cross-functional collaboration

  • Navigate change with clarity and compassion

  • Foster inner motivation and team collaboration

  • Lead with empathy instead of ego

  • Receive honest feedback and turn it into action

Assess Your Needs

What it looks like

It looks a lot like coaching, with a focus on building systems that drive results for software renewal teams:

  • Coaching Sessions. Surface friction points, identify opportunities, define project roadmap

  • Strategy & Unblocking. Between-session support for urgent problem solving, executive decision-making, or team alignment

  • Team Coaching. As an add-on to your coaching engagement, I offer individual or group coaching packages for your team.

How to get started

Book a complimentary CS Consultation to determine if CS Leader coaching is the right fit. After completing the form, I will send a booking link to schedule a Zoom meeting.

If you’d rather focus on your individual goals or life outside of work, book a regular Coaching Consultation instead.

Book CS Consultation

What People Are Saying

  • Jaclyn Sayler

    “Kate turns a customer-first vision into operational reality. She builds KPIs and governance that leaders use, clarifies roles so work gets done predictably, and coaches execs to protect team sustainability while holding standards high. The result: improved adoption, clearer accountability, and more predictable business outcomes.”

    Jaclyn Sayler

    Enterprise Account Executive, BrainStorm

  • Talon Hone

    "She's a fantastic coach and leader and I value my time learning from her so much. She absolutely made a great change in my life and career path."

    Talon Hone

    Customer Success Manager, NiCE

  • Andrea Nottingham

    "She coached me through challenging moments, helped me think strategically about people-focused leadership, and gave me tools I still use today. "

    Andrea Nottingham

    Client Success Manager, BrainStorm | Full Review