Note: The job is a remote job and is open to candidates in USA. ClickUp is a company focused on redefining the future of work through innovative software solutions. They are seeking a Senior Technical Account Manager - Customer Success to act as a strategic partner and trusted advisor to customers, ensuring their success with ClickUp's platform through effective onboarding, account management, and technical enablement.
Responsibilities
- Lead or support the end-to-end onboarding and implementation of ClickUp, from discovery and solution design to 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, integration, and enablement, while promoting best-practices and system governance and change management
- Monitor seat utilization, adoption trends, and Champion/Stakeholder engagement
- Build and execute adoption plans and account reviews to maintain or improve health
- Identify risks early and build recovery plans in partnership with the account team
- Deliver ongoing change management and enablement, ensuring customers continue to evolve and mature with the platform
- 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 to scale across teams
- 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 that align with 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
- Serve as the technical partner to assigned accounts, connecting adoption to business value
- 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, translating business objectives and pain points into actionable insights for Product, Engineering, and Support
- Partner with account teams to maintain alignment between delivery and success
Skills
- Bilingual in English and Spanish OR Portuguese
- Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality. Able to translate business needs into technical solutions
- Familiar with generative AI concepts, prompt design, and automation frameworks. Skilled at identifying and scoping AI use cases and consumption plans
- Exceptional at workflow analysis, process design, and identifying friction points. Uses structured discovery to map customer needs into ClickUp
- Ability to manage 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. Interprets usage data to drive recommendations
- Executive presence and strong communication skills. Builds trust at both ATL and BTL levels through credibility and clarity
- 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. Influences without authority through insight and results
Company Overview