We thought we’d take a moment to celebrate our awesome Customer Success team!

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Our Customer Success team truly embodies our mission here at ClearPoint. When we started ClearPoint, we were determined: We were going to transform the way organizations manage strategy. Our software was built to fulfill that purpose for organizations small and large. And while our software is great – and also a leader in the strategic planning space, it’s our Customer Success team that’s helped make that mission a reality for hundreds of organizations.


Our Customer Success team champions our customers daily and helps them achieve the success they dream about in their vision statements. They help organizations remove inefficiencies, shaving off anywhere from hours to days in our customers’ monthly strategy reporting process. And without our award-winning Customer Success team, we would not be able to provide the ClearPoint Experience to our customers. This experience is focused on providing our community a seamless transition from implementation to onboarding to adoption.  

Our Customer Success Team was (again) named for Best Support for Corporate Performance Management software. It’s time you meet the people behind our award-winning team.  

Our Team

The words used to describe our team, from both customers and our team members themselves, almost always include phenomenal, solution-oriented, welcoming, kind, humble, and collaborative.

I love working on the Customer Success team because of the collaborative and open environment. I can always ask questions and there is always someone there to help. It makes supporting our customers' goals even easier when we have such a great team behind us! – Tricia Jessee

Our customers always receive the support they need, and that culture starts from within at ClearPoint. Our team is constantly helping each other through challenges and experiences. When one person on our team wins, they all win.

"No matter how busy this team gets, they’ve always got your back. Our team is always ready to help. We support each other tremendously here at ClearPoint!” - Michael Goggin

Strategy Experts

Our team is full of experts on strategy reporting. They are constantly learning best practices from each other and from our amazing ClearPoint Community!  

“I love the feeling of knowing I helped a customer make their reporting process as easy as possible so they can focus on the things that matter. The excited look they get when they learn something new, or see a new way we can leverage ClearPoint to reach their goals makes the work worth it.”


Joining the Strategy Reporting World

The strategy reporting world is fun, filled with strategy nerds passionate about data. It’s not a world, though, that people find themselves in naturally. We’re changing that. At ClearPoint, we’re determined to get more people to understand the importance of strategy reporting. A lot of our team have backgrounds in various subjects beyond business such as science, math, and healthcare.  

Working at ClearPoint taught me to adapt to new scenarios and always approach each problem with an open mind. Having different customers across different industries who all have different internal processes means there is no mold or 'one-size-fits-all' approach you can take to solving problems. – RJ Messineo

That doesn’t stop them from finding success! If you’re interested in joining the strategy world, our advice is to start learning right away. View our Learning Center to learn more about each stage of the strategy reporting process. Research as much as you can and remember, the learning never ends! With the right mindset, you’ll thrive in the strategy reporting world.  

Could you picture yourself as part of our Customer Success Team and work with the other faces of ClearPoint? Apply for one of our open positions on our career page.