CS Leader Coaching
You have the vision. Just not a clear path to execute it.
I’ve been in your seat. I’ve built software renewal teams servicing thousands of clients: 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 I know about what works in Customer Success for B2B SaaS (Business-to-Business, Software as a Service).
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.
In our coaching engagement, we can address the full scope of your CS world.
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
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
