Senior Technical Account Manager, ClickUp

• 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
• Technical Acumen: Deep understanding of work management platform capabilities, automation logic, integrations and AI Agent functionality. Able to turn business needs into technical solutions
• 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
• Project & Program Management: Manages complex customer programs with multiple stakeholders, deadlines and outcomes. Skilled at running structured account plans
• Data & Reporting: Comfortable using dashboards and metrics to communicate health, adoption and ROI. Reads usage data to drive recommendations
• 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

Desirable

• We're hiring a Senior Technical Account Manager (TAM) who has already done this job at a SaaS company: someone who has led implementations, owned enterprise accounts and knows what it takes to drive adoption in complex organizations
• You'll be a strategic partner and trusted advisor to our customers, combining strong relationship management with deep knowledge of ClickUp's platform
• This role sits where customer success, solution strategy and technical enablement meet, and it drives long-term growth, adoption and measurable business outcomes
• TAMs own the full post-sales customer lifecycle
• That starts with implementation and onboarding and continues through ongoing managed services, strategic expansion and renewal outcomes across your book of business
• This role requires an AI-native professional who doesn't just use AI tools but designs, builds and scales AI-powered workflows and agents, and brings that hands-on expertise to customers
• TAMs lead with a customer-first mindset
• You'll build success plans, guide onboarding and adoption and make sure stakeholders keep seeing value throughout their lifecycle
• You'll support technical initiatives like process optimization, workflow design and AI enablement, and you'll also own the overall health, engagement and strategic direction of your accounts
• You'll work cross-functionally with Sales, Product and Support so each customer's success story is long-term, scalable and impactful
• Technical Account Managers (TAMs) deliver measurable value and meaningful business outcomes across their customer portfolio by focusing on:
• Customer Enablement & Onboarding: Guiding new teams through implementation, onboarding and training for a smooth start and a strong foundation
• Account Health & Engagement: Proactively managing user adoption, stakeholder alignment and account health to support retention and growth
• Process Optimization & Solution Design: Working with customers to identify critical business processes, map them to scalable solutions and keep improving efficiency through ongoing refinement and performance insights
• Innovation Adoption & Workflow Automation: Helping customers use emerging features and technologies, including AI and automation, to boost productivity, streamline operations and deliver real-world impact
• Core 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