Strategic Services Consultant, ClickUp

• We’re in search of an experienced Strategic Services Consultant within the AMER region
• Given we're in hyper growth mode we’re looking for someone who is a little scrappy, knows how to hustle, and is prepared to get their hands dirty
• Great data hygiene, project management skills, Champion building, attention to detail and time management will be your greatest strengths, as you'll be supporting multiple customers across the AMER region
• 2-3 years of experience in B2B SaaS as a technical customer success manager, implementation manager, technical project manager, technical account manager, or technical consultant, specifically within onboarding and implementation of software
• Strong project management skills to keep projects on-track and manage unique flows
• At least 2 years of experience implementing new technology for medium and large organizations
• Strong problem solving skills
• Ability to clearly articulate technical topics to a non-technical audience
• Superb written and verbal communication skills
• Positive attitude, empathy, and high energy
• Strong customer-facing and presentation skills with the ability to establish credibility with executives

Desirable

• This is a once-in-a-lifetime opportunity to join a hyper growth startup as an Strategic Services Consultant within our AMER Professional Services team
• This spans everything from developing a long-term strategy and project plan with the Customer decision managers, managing and delivering on the plan to answering tactical product questions
• Tactically speaking, this will include conducting discovery, making recommendations based on discovery, managing those projects, and enabling the customer and their users via training and change management concepts
• You'll lead the creation of comprehensive strategic roadmaps for clients, aligning their business objectives with ClickUp solutions
• Provide expert consultation to clients on leveraging ClickUp to optimize processes, improve ROI, and enhance overall operational efficiency
• Conduct thorough ROI analysis, demonstrating the value of ClickUp features and advising clients on maximizing their investment
• Identify initiatives to maintain and manage customer expectations and satisfaction. This include conducting discovery, making recommendations, managing any associated projects, and enabling the customer
• Collaborate with an offshore team to deliver customer projects and ensure accurate execution of deliverables
• Partner with customers across the AMER region to establish clear business goals, timelines, priorities, and metrics of success
• Identify and nurture client champions within organizations, building strong relationships to drive user adoption and satisfaction
• Run meetings to assess progress against goals, opportunities for improvement, and impact of ClickUp on team productivity
• Host regular syncs with the Customer to help uncover other potential areas for success
• Work with customers to gather functional and technical requirements, then map those requirements to a ClickUp solution. Work with ClickUp's Services Integration team to scope integrations, where appropriate, including positioning integrations with our customers as an offering
• Act as a product expert and advocate for the Customer and their internal success at ClickUp
• Partner with the Sales, Solution Engineering, Success, Support and Product teams to understand customer use cases, transfer knowledge and provide real time feedback on feature requests and limitations
• Collaborate with the sale and success teams to identify opportunities for account growth, expansion, upselling additional services, and ensuring overall client success
• Contribute to the definition, development and improvement of both regional and global operational processes
• Prioritize the customer experience, lead by example, and monitor adherence to professional services policies and procedures
• Act as a coach and mentor to less experienced team members