Customer Success Manager Job at Capital on Tap (Cardiff)

Customer Success Manager

Capital on Tap

Location:
United Kingdom , Cardiff

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

As the Customer Success Manager, you will be the driving force behind the performance, knowledge, and readiness of our frontline operational teams. You will be responsible for executing critical Learning & Development (L&D), Onboarding, and Real-Time Coaching (RTC) strategies. This pivotal role requires you to own the entire training lifecycle, from designing engaging materials and facilitating new starter onboarding to overseeing the transition process into the live environment. Crucially, you will ensure that real-time support, live listens, and dedicated coaching sessions drive measurable improvements in customer interaction quality and agent performance across calls, chats, and emails.

Job Responsibility:

Lead, mentor, and manage a team of Specialists, conducting regular one-to-ones, performance reviews, and setting clear objectives focused on quality and speed to proficiency
Design and manage team rotas and scheduling to ensure full coverage for training delivery, RTC, and frontline support duties
Own and oversee the L&D strategy, including onboarding, continuous improvement, and knowledge gaps analysis
Directly manage the design, review, and continuous update of training materials, SOPs, and facilitation guides to ensure accuracy, compliance, and engagement
Oversee the successful execution of new starter onboarding programs, ensuring all agents achieve competency and compliance standards
Coordinate the transition of new hires from training to live support with structured guidance and real-time intervention
Own the Real-Time Coaching (RTC) strategy, ensuring specialists conduct effective live listens and provide immediate, impactful support to agents handling calls, chats, and emails
Analyse quality scores and performance data to identify systemic coaching needs, designing targeted interventions to elevate frontline performance and customer satisfaction
Drive continuous improvement by ensuring the team delivers timely, high-impact briefings and knowledge updates to all relevant operational teams
Act as the primary point of contact between Operations and the L&D/Coaching team, ensuring alignment on key priorities, performance gaps, and rollout of new initiatives

Requirements:

Proven experience leading a team focused on Learning & Development or Real-Time Coaching within a fast-paced Customer Service or Contact Centre environment, ideally in Financial Services
Demonstrable expertise in learning principles, instructional design, and facilitating engaging training sessions for diverse audiences
Strong coaching and mentoring skills, with the ability to influence performance and drive behaviour change through feedback and support
Experience in operational scheduling, rota management, and workload planning for a dynamic support function
A strategic mindset coupled with strong analytical skills, capable of using performance data to shape coaching strategies
Excellent communication skills, capable of delivering complex information clearly and concisely to frontline staff and senior leaders
A proactive, organised, and resilient leader who thrives in a role where stability, speed, and quality are paramount

What we offer:

Private Healthcare including dental and opticians services through Vitality
Worldwide travel insurance through Vitality
Anniversary Rewards (£250, £500, £750, 4-week fully paid sabbatical)
Salary Sacrifice Pension Scheme up to 7% match
Octopus EV Salary Sacrifice Scheme
28 days holiday (plus bank holidays)
Annual Learning and Wellbeing Budget
Enhanced Parental Leave
Cycle to Work Scheme
Season Ticket Loan
6 free therapy sessions per year
Dog Friendly Offices
Free drinks and snacks in our offices

Additional Information:

Job Posted:
December 07, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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