Customer Success Coach

About IRIS

IRIS Software Group is one of the UK's largest privately held software companies, trusted by 100,000+ businesses, schools and accountancy firms to keep their operations running. Our software pays 1 in 6 UK employees, supports over 12,000 schools, and is relied on by 91 of the top 100 UK accountancy firms.

We're a Great Place to Work® certified employer, recognised for our commitment to well-being, inclusion and development - and we're growing fast.

At IRIS, we build software that helps organisations work smarter, save time, stay compliant, and achieve more.

Our customers rely on our products every day, and our Customer Success and Renewals teams play a key role in helping them get value, stay engaged, and continue their partnership with us.

We’re now looking for a Performance Lead - Customer Success & Renewals to help our teams continue moving from a more reactive, ticket-based way of working to a more proactive, outcome-led and commercially confident approach.

This is a hands-on coaching and enablement role.

You won’t be line managing the team. Instead, you’ll be visible with our Customer Success Managers and Renewals Specialists, helping people understand what good looks like, improve customer conversations, build confidence, and turn the right behaviours into everyday habits.

You’ll work closely with managers, leaders, and Learning & Development to help make performance improvement practical, clear, and consistent.

🧾 Why This Role Matters

Great Customer Success is about more than answering queries or closing tickets.

It is about understanding what the customer is trying to achieve, helping them get value from our products, spotting risk early, building strong relationships, and supporting retention and renewal.

That shift takes coaching, consistency, and reinforcement.

That’s where you come in.

You’ll help our teams build the confidence, skills, and commercial awareness needed to have better customer conversations and drive better outcomes.

You’ll help people understand:

what good customer ownership looks like

how to move from reactive support to proactive value-led conversations

how to spot customer risk and act early

how to talk confidently about adoption, value, retention and renewal

how to use performance feedback in a constructive way

how to build stronger habits around activity, follow-up and customer outcomes

Simply put, you’ll help make the change happen on the office floor.

👥 About the Team You'll Join

You’ll work across our Customer Success and Renewals teams, supporting colleagues who are focused on helping customers stay engaged, get value from IRIS products, and continue their partnership with us.

You’ll partner closely with:

Customer Success Managers

Renewals Specialists

Frontline Managers

Customer Success Leaders

Renewals Leaders

Learning & Development

Senior Customer Success stakeholders

This role is about being close to the team, understanding what is happening day to day, and helping managers and colleagues turn performance goals into practical action.

📊 What You'll Be Doing

No two weeks will look exactly the same.

One day you might be sitting with a Customer Success Manager to review how they approached a customer conversation.

The next, you might be helping a Renewals Specialist build confidence around a commercial discussion, supporting a new starter with their ramp plan, or working with a manager to reinforce consistent expectations across their team.

You might listen to calls, review CRM activity, look at performance trends, share best practice, or coach someone through how to handle a difficult customer situation.

Your focus will include:

Coaching Customer Success and Renewals colleagues

You’ll provide practical, supportive coaching to help people improve their performance, confidence and customer conversations.

You’ll help colleagues understand what good looks like, where they can improve, and what actions they can take straight away.

This could include coaching around customer ownership, renewal conversations, adoption, value, risk, follow-up, objection handling, call quality, activity levels or customer engagement.

Helping the team move from ticket-led to outcome-led

You’ll help reinforce the shift from simply responding to customer requests to taking ownership of customer outcomes.

That means encouraging people to think beyond the immediate query and ask:

What is the customer trying to achieve?

Are they getting value from the product?

Is there a risk we need to act on?

What action should we take next?

How do we support retention and renewal?

You’ll help make this mindset clear, practical and consistent across the team.

Supporting managers

You won’t be there to replace managers, but you will help them land the message.

You’ll work with frontline managers to reinforce expectations, share themes, support coaching conversations, and help build consistency across teams.

You may support managers with performance check-ins, new starter progress, quality reviews, or practical coaching plans for colleagues who need extra help.

Supporting new starters

You’ll help new colleagues ramp up successfully by giving them practical support, guidance and feedback.

You’ll work with managers and L&D to understand where new starters are progressing well and where they may need more help.

You’ll also feed back any common themes that could improve onboarding, training or early-stage support.

Using data and insight to guide action

You don’t need to be a data analyst, but you do need to be comfortable using performance information to spot patterns and focus your coaching.

This could include CRM activity, call quality, customer feedback, renewal progress, customer health, activity levels, target progress, new starter ramp, or manager feedback.

The key is being able to turn insight into simple, practical action.

Sharing best practice

You’ll help create consistency by spotting what is working well and sharing it across teams.

That might mean helping build coaching guides, call examples, conversation prompts, playbooks, checklists, or simple best-practice resources that help people do the job better.

🔎 What We’re Looking For

We’re less interested in job titles and more interested in relevant experience.

You may currently be, or have previously been, a:

Customer Success Manager

Senior Customer Success Manager

Renewals Manager

Senior Renewals Specialist

Account Manager

Senior Account Manager

Customer Success Team Leader

Renewals Team Leader

Customer Success Coach

Customer Success Enablement Specialist

Sales Enablement Specialist

Commercial Enablement Specialist

Customer Experience Coach

Performance Coach

This could be a great move if you have previously managed a Customer Success, Renewals or Account Management team and now want to step away from direct line management while still helping people improve.

It could also suit a strong Senior CSM, Renewals Specialist or Account Manager who is known for doing the job well and now wants to pass on their experience to others.

Essential Experience

You’ll likely be a strong fit if you have:

Experience in Customer Success, Renewals, Account Management, SaaS, subscription services, or another customer-facing commercial environment.

A good understanding of what makes customer-facing teams successful.

Confidence coaching others and helping people improve through practical feedback.

Experience supporting customer conversations linked to value, adoption, retention, renewal, risk or commercial outcomes.

The ability to help teams move from reactive customer handling to proactive, outcome-led customer conversations.

Comfort using performance information, CRM activity, call reviews, customer feedback or manager insight to spot where support is needed.

Strong communication skills and the confidence to give clear, constructive feedback.