Swooped logo

Customer Success Team Lead

Swooped
Department:Customer Support
Type:REMOTE
Region:USA
Location:United States
Experience:Mid-Senior level
Estimated Salary:$70,000 - $90,000
Skills:
CUSTOMER SUCCESSSAASPROJECT MANAGEMENTCOMMUNICATIONLEADERSHIPDATA ANALYSISTRAINING
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Job Description

Posted on: April 8, 2025

About Our Client

Our client is a cloud-based, all-in-one white-label marketing and sales platform that empowers marketing agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. With a focus on streamlining marketing efforts and providing comprehensive solutions, the company helps businesses of all sizes achieve their marketing goals. They currently have 1000+ team members across 15 countries, working remotely. The goal as an employer is to maintain a strong company culture, foster creativity and collaboration, and encourage a healthy work-life balance for team members wherever they call home.

About The Role

Our Client is looking for a motivated and experienced Customer Success Team Lead to join their dynamic Customer Success team. In this role, you will be responsible for training and developing the Customer Success Teams by guiding them through their customer journey, product implementation, driving customer satisfaction, product adoption, customer retention, and growth.

Who You Are:

As a Team Lead you will embody a customer- and people-centric approach, play an impactful role in growing and developing new and current team members. You will lead your efforts with company culture and values while partnering with managers to provide support and coaching opportunities for agents. You will also assist in identifying team member challenges and collaborate with management to create strategic improvements, training material and processes for the team.

You are comfortable leading team members in a high-performance, high-accountability environment and will leverage your excellent communication skills, as well as your working knowledge of product, skillset expectations for team, time management, organization, and administrative skills, to support both customers and teams.

What You’ll Do:

  • Act as a Peer Mentor for assigned teams, greeting new hires and conducting informal check-ins, serving as a resource and team culture ambassador.
  • Provide training for all new team members, ensuring they graduate on time with the necessary knowledge and skills to confidently start their new roles.
  • Offer continuous feedback, coaching, and training to team members, helping them develop their skills and advance in their career.
  • Conduct, track, and report to managers training progress and quality assurance during the employee lifecycle.
  • Acquainted in department KPI, goals, and targets and implementing into training improvement plans and accountability.
  • Create and develop ad hoc operational and quarterly planned training for teams on topics such as best practices, soft skills, product knowledge, CSAT etc.
  • Serve as the first point of contact for management-level inquiries and assist with escalations as a key escalation resource within the Customer Success organization.
  • Drive results based outcomes on improvements in team overall performance and and metrics.
  • Monitoring and maintaining proper KPI expectations around daily team functions such as tickets, calls and customer communications.
  • Continued training and development on new product features and launches for both the team and yourself.
  • Identifying areas of opportunity by analyzing trends in data.
  • Ensure the team remains motivated, engaged, and aligned with company goals by fostering a positive and collaborative team culture.
  • Implement and enforce standard operating procedures (SOPs) for customer success workflows, ensuring consistency and efficiency across the team.
  • Continuously review and improve documentation to ensure it stays up to date and aligns with evolving customer success strategies.
  • Perform other duties as assigned or modified based on changing business needs.

What You’ll Bring:

  • Associate's or Bachelor's degree (equivalent experience is a plus).
  • SaaS software experience.
  • Project management skills (experience is a plus).
  • People leader at heart: You enjoy mentoring, leading, and contributing to the professional development of those around you.
  • Strong collaboration, time-management, influencing, and prioritization skills are critical to the success of this role.
  • The ability to build and maintain relationships both internally with the team and externally with customers.
  • Excellent listening, presentation, and communication skills at all level's.
  • Technically savvy with an interest in leveraging data, analytics, and automation to drive demonstrable customer and team success.
  • Training and mentoring excellence.
  • Strong customer-facing communication skills.
  • Excellent written and verbal communication skills, with the ability to explain complex concepts clearly to customers and internal stakeholders.
  • Strong leadership and team management skills with a proven ability to motivate and inspire others.
  • Thrive in a face paced environment.
  • Ability to think critically and problem-solve in high-pressure situations.
  • Solutions based mindset.
  • Basic computer and Excel skills.
  • Strong documentation skills, including the ability to create, maintain, and improve internal documentation and processes.
Originally posted on LinkedIn

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