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Clearpoint Strategy Jobs in California (NOW HIRING)

We offer brand strategy and individualized products from concept to fulfillment. Based in Seattle ... Clients include Shurguard, Clearpoint Financial, ATT, ESPN, AAMCO and we have enjoyed an exclusive ...

We offer brand strategy and individualized products from concept to fulfillment. Based in Seattle ... Clients include Shurguard, Clearpoint Financial, ATT, ESPN, AAMCO and we have enjoyed an exclusive ...

Clearpoint Strategy information

What is ClearPoint Strategy?

ClearPoint Strategy is a software company that provides strategic planning and performance management solutions for organizations. Their platform helps businesses and government agencies track key performance indicators (KPIs), manage projects, and align strategic initiatives. ClearPoint Strategy's tools are designed to streamline the reporting process, facilitate collaboration, and ensure that organizations can effectively execute and monitor their strategic plans. The company also offers consulting services to help clients implement best practices in strategy management.

What are the key skills and qualifications needed to thrive as a ClearPoint Strategy consultant?

To thrive as a ClearPoint Strategy consultant, you need a strong background in strategic planning, data analysis, and business management, typically supported by a relevant degree or experience in consulting. Familiarity with ClearPoint Strategy's performance management software, business intelligence tools, and data visualization platforms is highly valuable. Excellent communication, client relationship management, and problem-solving skills help consultants effectively guide organizations through complex strategic initiatives. These skills ensure that consultants can deliver actionable insights, foster client trust, and drive measurable business improvements.

What are some typical challenges faced by professionals working with ClearPoint Strategy software, and how can they be overcome?

Professionals using Clearpoint Strategy often encounter challenges such as integrating the platform with existing data sources, ensuring team members are properly trained, and maintaining consistent strategy reporting. Overcoming these obstacles typically involves dedicating time for thorough onboarding, leveraging Clearpoint's support resources, and establishing clear communication channels within teams. Regularly scheduled check-ins and utilizing available templates can also streamline reporting and improve overall adoption of the software.

What is the difference between Clearpoint Strategy vs Project Coordinator?

AspectClearpoint StrategyProject Coordinator
Primary RoleStrategic planning and consulting to improve organizational performanceAssists in project execution, scheduling, and communication
Required SkillsStrategic analysis, stakeholder management, problem-solvingOrganization, communication, time management
Work EnvironmentConsulting firms, corporate strategy departmentsProject teams across various industries
CertificationsOften benefits from PMP, Six Sigma, or strategic certificationsPMP, CAPM, or related project management certifications

While both roles involve organizational improvement, Clearpoint Strategy focuses on high-level strategic planning and consulting, whereas Project Coordinators handle the day-to-day management of specific projects. The roles complement each other but differ in scope and responsibilities.

What are popular job titles related to Clearpoint Strategy jobs in California?

For Clearpoint Strategy jobs in California, the most frequently searched job titles are:

What job categories do people searching Clearpoint Strategy jobs in California look for?

The top searched job categories for Clearpoint Strategy jobs in California are:

What cities in California are hiring for Clearpoint Strategy jobs?

Cities in California with the most Clearpoint Strategy job openings:

Infographic showing various Clearpoint Strategy job openings in California as of September 2026, with employment types broken down into 100% Full Time. Highlights an 73% In-person, and 27% Remote job distribution.

Inside Sales Consultant

San Diego, CA

Full-time

Re-posted 23 days ago


Job description

Company Description

Through video production, design, websites, advertising, and social media, Platypus Media, Advertising & Design (established in 1993) has been successfully helping businesses in US and Canada brand, promote, and build their local and national image. We offer brand strategy and individualized products from concept to fulfillment. Based in Seattle, with an additional office in San Diego, our talented staff of motivated and creative people take pride in their work.

Platypus' video creation, products, tools, sales and advertising solutions has placed them among a select group of media firms that can meet the complete needs of their clients from conception to sales.
Clients include Shurguard, Clearpoint Financial, ATT, ESPN, AAMCO and we have enjoyed an exclusive relationship with the Better Business Bureau to provide online products for their accredited businesses for over 20 years.

We believe in helping businesses build their online presence through getting to know them personally and by being their marketing agency whether they are big or small.

Job Description

Essential Job Functions: 

  • Produce outbound calls: create, follow up and close business opportunities
  • Consistently meet or exceed monthly sales and performance goals
  • Drive sales by educating customers in making well-informed decisions. 
  • Establish relationships with clients
  • Remain current on products and processes in a multi-product environment
  • Execute all phases of the sales cycle: calling, online product demonstration, proposal generation, campaign implementation, and account management



Qualifications
  • 1 or more years of relevant experience in an individual sales environment, with a successful track record of goal achievement
  • Exceptional phone skills, can easily build rapport and establish relationships with customers
  • Strong computer software skills
  • Excellent oral and written communication skills
  • High School Diploma required - BA/BS preferred
  • Selling via internet channel background a plus
  • Call Center experience a plus
Additional Information
  • Base salary plus commissions
  • High energy, fun and successful sales environment
  • Exceptional work/life balance
  • Spiffs, bonuses and fun incentive competitions with NO CAP on commissions