This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.
The Vacancy
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:
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:
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:
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:
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:
Desirable Experience
🌟 You'll Thrive In This Role If You...
🚀 Why Apply?
This is a great opportunity to use your Customer Success, Renewals, Account Management or commercial experience in a different way.
You’ll have the chance to help shape how our teams work, coach people through real customer conversations, and support a shift towards a more proactive, outcome-led and commercially confident way of working.
You’ll enjoy:
📝 What Can You Expect From Our Application Process?
We like to keep things simple, transparent, and fair:
1️⃣ Apply online
Just upload your CV and tell us why you’re interested in the role.
2️⃣ Initial Interview (plus Online Assessments)
3️⃣ Stage One
A discussion with our Customer Success leadership team focused on your experience, approach to coaching, and performance improvement expertise.
4️⃣ Stage Two
A panel interview with our VP, Customer Success, Director, Customer Success, and Chief Customer Officer.
At IRIS, we help thousands of customers achieve more with software that simplifies complex processes, saves time, and supports long-term success.
This role is about helping our people do the same: building confidence, improving conversations, and creating better outcomes for our customers.
About IRIS
As one of the UK’s largest privately held software companies, IRIS Software Group exists to simplify the lives of businesses, schools and organisations.
IRIS provides software solutions and services that substantially enhance operational compliance, efficiency and accuracy, empowering the users of our technology to look forward with certainty and confidence.
Over 4 million parents use our software to connect with their child’s school, 18% of UK employees are paid via an IRIS payroll solution, 50,000 SMEs use IRIS cloud bookkeeping and 21,000 firms rely on us for legislative compliance.
Our operational software is the invisible but essential beating heart of our customers’ businesses, supporting them in a range of objectives, from maintaining legislative compliance to boosting engagement with stakeholders and enhancing productivity.
It’s vital these mission-critical functions work first time, every time.
That’s why IRIS helps businesses run the tough stuff, stay compliant and get operational tasks done right first time, every time – so they can focus on productivity and growth.
IRIS is a company built on hiring the best people; our people are our greatest assets.
They enable us to be the innovative, market-leading, and high-performing company that we are today.
We’re delighted to be certified as a Great Place to Work and one of the UK’s Best Workplaces for Women.
These accolades confirm that our employees have a consistently positive experience at IRIS, with the certifications considering employee wellbeing, diversity and inclusion, trust in management, effective communication and recognition/reward.
IRIS is committed to engaging, rewarding and empowering our employees, and this is central to what we do.
This is why we work to create an environment where employees feel like they are part of a team.
Why work for IRIS?
The Benefits
Developing your career
We believe in creating a culture of engagement and reward to develop your potential and offer long-term career success. We do this by:
Supporting our managers to be great leaders, providing inspirational management resources and offering dedicated management development training.
Rewarding individual excellence through dedicated initiatives and Employee Awards for demonstrating our values.
Offering regular training and development programmes tailored to each employee’s development needs and providing a commitment to a ‘learning culture’ which shares knowledge, best practice and our long-standing expertise between employees.
We’re committed to a culture of continuous improvement and listen to our employees via regular feedback sessions and employee engagement surveys.
Our employees love the colleagues they work with. We promote a positive environment where our people feel comfortable, make friends and support each other.
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