Professional Services Consultant, AI Solutions

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🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $110k - $140k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤖 Artificial Intelligence

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ClickUp

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2017

☁️ SaaS

⚡ Productivity

🏢 Enterprise

💰 $400M Series C - ClickUp on 2021-10

SaaS • Productivity • Enterprise

ClickUp is a cloud-based SaaS work management and productivity platform that consolidates projects, docs, chat, time tracking, automations and AI-driven "Super Agents" into a single workspace. It helps teams and enterprises streamline workflows, replace fragmented software stacks, and boost productivity with integrations, customizable agents/workflows, and enterprise-grade security and compliance.

📋 Description

• Own senior stakeholder relationships; align agent deployments to business priorities, operating constraints, and measurable success metrics. • Lead discovery with a consultative approach to identify high-value workflows for agentic automation; translate goals into a practical delivery roadmap. • Provide guidance on governance, risk controls, and adoption strategy for AI-enabled workflows (ownership, escalation paths, monitoring, change management). • Own ongoing post-launch customer relationship management, proactively monitoring adoption and outcomes, coordinating cross-functional stakeholders, and identifying risks and expansion opportunities. • Lead kickoff through launch for Certified Agent engagements, ensuring strong scope control, timeline management, and stakeholder alignment. • Run process mapping (current and future state), document requirements, and secure signoff on the build package. • Optimize customer workspace foundations to support agent-driven operations (structure, permissions, templates, reporting, operational hygiene). • Configure Certified Agents and supporting workflows; apply prompting best practices and implementation standards. • Build UAT plans and test cases; perform internal validation and coordinate customer validation to ensure outcomes meet requirements. • Drive launch readiness and adoption: admin and end-user enablement, walkthroughs, and post-launch stabilization. • Produce customer-ready documentation (process maps, agent prompt/config rationale, use-case walkthroughs, operating guidance). • Establish and track KPIs that demonstrate business impact (efficiency gains, error reduction, throughput, compliance, ROI). • Identify expansion opportunities for additional agent use cases and broader workflow optimization, partnering with Sales/CS as appropriate. • Support ongoing services such as agent updates and periodic recertification, ensuring solutions remain aligned to evolving customer needs. • Set a high bar for delivery quality; improve repeatability through templates, checklists, and playbooks. • Mentor and enable other consultants on Certified Agent delivery methods, prompting standards, and troubleshooting patterns. • Partner cross-functionally (Solutions, Support, Product/AI, Integrations) to resolve escalations and improve customer outcomes. • Surface delivery insights and product gaps to inform roadmap, packaging, and services strategy.

🎯 Requirements

• 4+ years of experience in a customer-facing role in B2B SaaS (Professional Services, Implementation Consulting, Solutions Consulting, Technical CSM, or Technical Project/Program Management). • Experience delivering AI-enabled automation (agents, copilots, workflow automation, decisioning) in production environments. • Proven experience leading complex, multi-stakeholder implementations with strong project management and executive communication. • Strong process mapping and solution design skills, translating ambiguous workflows into scalable operating models. • Deep comfort with hands-on configuration and troubleshooting in workflow platforms, automation systems, and/or enterprise SaaS tools. • Demonstrated understanding of prompt design, guardrail configuration, and iterative optimization of AI-driven workflows. • Strong facilitation skills (discovery workshops, design sessions, enablement trainings, executive readouts). • Excellent written communication; able to produce crisp requirements, plans, and customer-facing documentation. • Ability to operate autonomously, prioritize across multiple engagements, and drive outcomes in a fast-paced environment. • Familiarity with Model Context Protocol (MCP) concepts and safe tool integration patterns. • Experience configuring agents with structured memory, tool access, and external system integrations. • Ability to diagnose and improve agent performance through structured iteration and evaluation.

🏖️ Benefits

• Equity • 401k • Health, Dental, and Vision insurance • Spending accounts • Life & Disability • Paid parental leave • Flexible paid time off • Enhanced employee assistance program • Employee wellness stipend • Professional development stipend