ClearPoint Strategy

Customer Success Manager

• Own a portfolio of small and mid-market customers end-to-end
• Decide how each account is structured, what the success plan looks like
• Assess account health, identify risk and expansion signals, and recommend renewal terms
• Triage and respond to customer support tickets
• Decide when to fulfill a customer request and when to push back
• Coach customers on Balanced Scorecard, OKR, and ClearPoint best practices
• Design and run customer working sessions

Customer Success Associate