Client Success Analyst

Certified as a Great Place to Work, Performance Point is a full-service building inspection contractor for new residential construction. We help our customers design and build homes that work better and provide the turn-key services to make it a reality. Our service doesn t stop there, we also follow up with inspections throughout construction to ensure project goals are being implemented. We focus on new construction for single and multifamily projects. Our single-family footprint extends from Kentucky to the Coast, and we have multifamily projects across the US!

Visit our Great Place to Work company profile! Working at Performance Point.

Summary:

Performance Point is looking for a outgoing Client Success Analyst to join our sales and marketing team. The ideal candidate will have experience in New Home Construction or similar field.

The Client Success Analyst is responsible for building strong, genuine relationships, and providing proactive customer service to ensure our customers have an exceptional experience throughout their journey with Performance Point. The Client Success Analyst will serve as the primary contact for customer service needs, acting as a liaison between the client and the rest of the Performance Point team.

The Client Success Analyst will drive product engagement through dashboards, reports, and training (sales & production), increase revenue growth through upselling/cross selling services to meet emerging customer problems, network with client stakeholders to help find new opportunities, onboard new clients, distribute information to internal and external stakeholders, and create and send proposals.

The ideal candidate is passionate about using analytical skills to identify problems, find solutions, and improve relationships. To succeed in this role, the candidate should have relevant experience and a track record of analyzing and optimizing campaigns.

Essential functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Serve as day-to-day contact for assigned accounts, building trust and rapport while identifying areas of opportunity, highlighting best practices, and documenting both
• Own the entire relationship with assigned clients, including onboarding, implementation, training, adoption, retention, and satisfaction
• Review the customer journey, determine how it s supported, and use a consultative approach to help clients overcome issues and achieve their goals
• Facilitate interaction and workflow among team members, including third-party trades, to ensure timely deliverables
• Collaborate, problem-solve, and/or strategize with team members on upcoming client meetings
• Prepare documentation or visuals of campaign performance for client; analyze trends to identify areas for improvement
• Work with sales and marketing teams to boost customer referrals and develop case studies
  
• Maintain existing customer-success metrics and data as directed

Skills and qualifications:

• Three to five years of experience in communications, marketing, sales, account management, or customer success
• Strong skills in verbal and written communications, strategic planning, and project management
• Analytical and process-oriented mindset
• Ability to work effectively across multiple departments in a deadline-driven environment
• Active team player, self-starter, and multitasker who can quickly adjust priorities

Does this position have any direct reports? No

Work environment: This position is a hybrid office/remote with 2 days in the Charlotte office. Traveling to client meetings and events is also required.