Senior Technical Account Manager - Strategic Services

Responsibilities

• Guiding new teams through implementation, onboarding and training for a smooth start and a strong foundation.
• Proactively managing user adoption, stakeholder alignment and account health to support retention and growth.
• Working with customers to identify critical business processes, map them to scalable solutions and keep improving efficiency through ongoing refinement and performance insights.
• Helping customers use emerging features and technologies, including AI and automation, to boost productivity, streamline operations and deliver real-world impact.
• 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.
• 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.
• Manages complex customer programs with multiple stakeholders, deadlines and outcomes. Skilled at running structured account plans.
• Comfortable using dashboards and metrics to communicate health, adoption and ROI. Reads usage data to drive recommendations.

Requirements

• Deep understanding of work management platform capabilities, automation logic, integrations and AI Agent functionality. Able to turn business needs into technical solutions.

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
• You've worked at, implemented or sold against project management or work management platforms.
• You've carried a renewal or expansion number and know how to tie technical value to commercial outcomes.

Required

• 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
• 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

Core Skills & Competencies

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.

Consultative Discovery

Excellent at workflow analysis, process design and finding friction points. Uses structured discovery to map customer needs into scalable solutions.

Customer Engagement

Executive presence and strong communication skills. Builds trust with both executive (ATL) and day-to-day (BTL) stakeholders through credibility and clarity.

Account Ownership

Fully accountable for an assigned book of business. Proactive, organized and driven to hit measurable outcomes.

Collaboration & Influence

Works cross-functionally with the account team, Product and Sales to align on outcomes. Influences without authority through insight and results.

What Sets You Apart

• 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.
• #LI-SM1

Equal Opportunity Employer

ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

Privacy Notice

• ClickUp collects and processes personal data in accordance with applicable data protection laws. You can find further details by viewing our
• Global Candidate Privacy Notice.
• If you are a Philippine Job Applicant, please also see our
• Philippine Data Privacy Notice for further details.

Visa Sponsorship

Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.

Fraud Alert

ClickUp Talent Acquisition will only initiate contact via an clickup.com email or through our official careers portal on clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to [email protected].

AI Processing Notice

ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates' employment applications against role-related criteria. These tools support, but do not replace, human decision‑making. If you have questions or need an accommodation in the recruitment process, please contact us at [email protected].