ClickUp - Senior Technical Account Manager
Requirements
• 5+ years in a customer-facing SaaS role (Technical Account Manager, Customer Success Manager, Implementation Manager, Solutions Consultant, Professional Services Consultant or similar) • 2+ years of hands-on experience with ClickUp, Asana, Monday.com, Smartsheet, Wrike, Jira or a comparable work management/project management platform • Direct experience leading enterprise SaaS implementations or onboarding programs end-to-end, and/or a proven track record managing a book of business ($2M+ ARR) with measurable retention and expansion outcomes • and/or • Demonstrated experience building and deploying AI-powered workflows, agents or automations in a business context • Strong project and program management skills, including complex, multi-stakeholder engagements • Preferred • Background in professional services, implementation management or consulting at a SaaS company • Hands-on experience with agentic tools and frameworks such as Claude, n8n, Make, Zapier or LangChain • Technical aptitude with integrations, APIs, automation logic and data modeling • Experience positioning or selling services alongside renewals and expansions • Technical Acumen: Deep understanding of work management platform capabilities, automation logic, integrations and AI Agent functionality. Able to turn business needs into technical solutions. • Technical Acumen: • AI-Native: Demonstrated experience designing and scaling AI-powered workflows, agents and automations, not just using AI tools. Skilled at identifying and scoping AI use cases and consumption plans. • AI-Native: • Consultative Discovery: Excellent at workflow analysis, process design and finding friction points. Uses structured discovery to map customer needs into scalable solutions. • Consultative Discovery: • Project & Program Management: Manages complex customer programs with multiple stakeholders, deadlines and outcomes. Skilled at running structured account plans. • Project & Program Management: • Data & Reporting: Comfortable using dashboards and metrics to communicate health, adoption and ROI. Reads usage data to drive recommendations. • Data & Reporting: • Customer Engagement: Executive presence and strong communication skills. Builds trust with both executive (ATL) and day-to-day (BTL) stakeholders through credibility and clarity. • Customer Engagement: • Account Ownership: Fully accountable for an assigned book of business. Proactive, organized and driven to hit measurable outcomes. • Account Ownership: • Collaboration & Influence: Works cross-functionally with the account team, Product and Sales to align on outcomes. Influences without authority through insight and results. • Collaboration & Influence: • What Sets You Apart • What Sets You Apart • You've worked at, implemented or sold against project management or work management platforms. • You've run enterprise implementations and know change management firsthand. • You think in workflows and systems, not just relationships. • You've built something with AI that a team actually runs on, and you can walk us through how it works. • You've carried a renewal or expansion number and know how to tie technical value to commercial outcomes. • #LI-SM1#LI-remote
Responsibilities
• TAMs are the strategic and technical owner of the customer relationship. They make sure every customer gets measurable results from ClickUp's product and AI feature set. • New Customer Onboarding • Lead end-to-end onboarding and implementation of ClickUp, from discovery and solution design through training and go-live support. • Translate functional and technical requirements into scalable ClickUp solutions, including workflows, templates, hierarchies and automations. • Guide customers through foundational setup, integrations and enablement while promoting best practices, system governance and change management. • Account Health Management • Monitor seat utilization, adoption trends and Champion/Stakeholder engagement. • Build and run adoption plans and account reviews to maintain or improve health. • Spot risks early and build recovery plans with the account team. • Deliver ongoing change management and enablement so customers keep maturing on the platform. • Workflow Mapping (IER Framework) • Run Intake → Execution → Reporting (IER) cycles for key workflows. • Lead discovery sessions that map current-state and future-state processes. • Recommend optimizations and create workflow templates that scale across teams. • AI Enablement & Agent Deployment • 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 aligned to their business KPIs. • Provide technical training and consultation on AI and automation best practices, including prompt design, agent architecture and scaling use cases across teams. • Track and report AI usage and credit consumption against plan. • Customer Success & Expansion • Serve as the technical partner to assigned accounts and connect adoption to business value. • Drive value across the full post-implementation lifecycle by providing continued and managed services as customers expand their use of ClickUp. • Generate qualified leads through data-driven insights and AI usage analysis. • Drive cross-functional alignment to position renewals, expansions and AI upsells. • Cross-Functional Collaboration • Act as the voice of the customer by turning business objectives and pain points into actionable insights for Product, Engineering and Support. • Partner with account teams to keep delivery and success aligned.
Benefits
• OTE $110K – $150K
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