CS Leader Coaching
You have vision. Just no clear path to execute it.
I am the coach who has been in your seat. I’ve built software renewal teams servicing thousands of customers—from small businesses to government agencies and Fortune 100 companies.
I don’t just help you find your own answers. I bring perspective, offer direction when you want it, and share what I know about what works.
Who this is for
I offer coaching engagements for every role and stage in Business-to-Business Software as a Service (B2B SaaS) Customer Success:
B2B SaaS founders needing to increase retention
Directors or VPs leading post-sales functions: 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.
In our coaching engagement, we can address the full scope of your CS world:
Aligning team metrics to business objectives
Clarifying responsibilities and reduce role confusion
Growing relationship-builders into sellers and expansion drivers
Optimizing implementation playbooks to reduce time-to-value
Streamlining renewal workflows to reduce churn
Breaking down silos and improve cross-functional collaboration
Navigating change with clarity and compassion
Fostering inner motivation and team collaboration
Leading with empathy instead of ego
Receiving honest feedback and turn it into action
What it looks like
It looks a lot like coaching, with a focus on building systems that drive results for software renewal teams:
Weekly Coaching Sessions. Surface friction points, identify opportunities, define project roadmap, stay accountable
Strategy & Unblocking. On-call support between sessions for urgent problem solving, executive decision support, or team alignment
Team Coaching. I will coach a limited number of your team members individually as an add-on to your coaching engagement
How to get started
Book a complimentary CS Consultation.
We will discuss your most pressing priorities and friction points and determine if CS Leader coaching is a fit.
What People Are Saying
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![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.”
Enterprise Account Executive, BrainStorm
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![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."
Customer Success Manager, NiCE
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![Andrea Nottingham]()
"She coached me through challenging moments, helped me think strategically about people-focused leadership, and gave me tools I still use today. "
Client Success Manager, BrainStorm | Full Review
