ClickUp
Tech / AI / Software
SeniorTechnicalAccountManagerStrategicServices
“Senior Technical Account Manager - Strategic Services at ClickUp. Skills: Technical Account Management, AI Enablement, Customer Success, Solution Design, Workflow Automation. Act as a strategic partner and trusted advisor to customers. Own the complete post-sales customer lifecycle”
What You'll Achieve.
measurable business outcomes; long-term growth, adoption, and measurable business outcomes; meaningful impact on renewal outcomes; unlock the full potential of intelligent automation; stakeholders see continuous value throughout their lifecycle; ensure each customer’s success story is long-term, scalable, and impactful; delivering measurable value and driving meaningful business outcomes across their customer portfolio; ensure a smooth start and foundational success; promote long-term success, retention, and growth opportunities; drive efficiency through ongoing refinement and performance insights; enhance productivity, streamline operations, and deliver real-world impact; ensuring every customer achieves measurable success through ClickUp product and AI feature set; maintain or improve health; align with business KPIs; connecting adoption to business value; achieve measurable outcomes
Industry & Context.
identify friction points; Recommend optimizations
What They're Looking For.
Must Have
AI-native professional who actively leverages generative and agentic AI in their day-to-day work, Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality, Skilled with prompt design, agentic workflows, and automation frameworks, Skilled at identifying and scoping AI use cases and consumption plans, Exceptional at workflow analysis, process design, and identifying friction points, Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes, Comfortable using dashboards and metrics to communicate health, adoption, and ROI, Executive presence and communication skills, Full accountability for assigned book of business: proactive, organized, and driven to achieve measurable outcomes, Works cross-functionally with account team, Product, and Sales to align on outcomes
Nice to Have
Candidates with experience using agentic tools such as Claude, n8n, make. com, or similar tools are preferred
What You'll Do.
Act as a strategic partner and trusted advisor to customers
Own the complete post-sales customer lifecycle
Develop success plans
Guide onboarding and adoption
Ensure stakeholders see continuous value
Support technical initiatives like process optimization
Own the overall health
and strategic direction of accounts
Work cross-functionally with Sales
Deliver measurable value and drive meaningful business outcomes
Guide new teams through implementation
Proactively manage user adoption
stakeholder alignment
Collaborate with customers to identify critical business processes
map them to scalable solutions
Empower customers to leverage emerging features and technologies
including AI and automation
Ensure every customer achieves measurable success through ClickUp product and AI feature set
Lead or support the end-to-end onboarding and implementation of ClickUp
Translate functional and technical requirements into scalable ClickUp solutions
Guide customers through foundational setup
Monitor seat utilization
and Champion/Stakeholder engagement
Build and execute adoption plans and account reviews
Identify risks early and build recovery plans
Deliver ongoing change management and enablement
Conduct Intake → Execution → Reporting (IER) cycles for key workflows
Lead discovery sessions to map current-state vs. future-state processes
Recommend optimizations and create workflow templates
Drive adoption of ClickUp AI and build custom workflow Agents tied to customer use cases
Partner with customers to define and deliver new AI automations
Provide technical training and consultation on AI and automation best practices
Track and report AI usage and credit consumption against plan
Serve as the technical partner to assigned accounts
connecting adoption to business value
Drive value throughout entire customer lifecycle post-implementation
Generate qualified leads through data-driven insights and AI usage analysis
Drive cross-functional alignment to position renewals
Act as the voice of the customer
translating business objectives and pain points into actionable insights for Product
Partner with account teams to maintain alignment between delivery and success
How You'll Work.
Team & Collaboration
Work cross-functionally with Sales, Product, and Support to align efforts and ensure each customer’s success story is long-term, scalable, and impactful.; Partner with account teams to maintain alignment between delivery and success.; Works cross-functionally with account team, Product, and Sales to align on outcomes.
Communication Scope
Executive presence and communication skills.; Builds trust at both ATL and BTL levels through credibility and clarity.
Process & Methodology
Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes., Skilled at running structured account plans.
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