Senior Technical Account Manager – Customer Success

Job not on LinkedIn

🔥 42 minutes ago

🇺🇸 United States – Remote

💵 $110k - $150k / year

⏰ Full Time

🟠 Senior

🧑‍🔧 Technical Account Manager

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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

• Act as a strategic partner, trusted advisor, and technical owner of customer relationships • Develop success plans and guide onboarding, adoption, and long-term customer value • Lead or support end-to-end ClickUp onboarding and implementation from discovery and solution design through training and go-live support • Translate functional and technical requirements into scalable workflows, templates, hierarchies, automations, and ClickUp solutions • Guide foundational setup, integrations, enablement, best practices, governance, and change management • Monitor seat utilization, adoption trends, stakeholder engagement, and account health • Build adoption plans, conduct account reviews, identify risks, and create recovery plans • Conduct Intake → Execution → Reporting workflow cycles and map current-state versus future-state processes • Recommend workflow optimizations and create templates for scaling across teams • Drive adoption of ClickUp AI and deploy custom workflow Agents tied to customer use cases • Define and deliver AI automations aligned with business KPIs • Provide technical training and consultation on AI, automation, prompt design, agent architecture, and scaling use cases • Track and report AI usage and credit consumption against plan • Connect adoption to business value and generate qualified leads through data-driven insights and AI usage analysis • Support renewals, expansions, and AI upsells through cross-functional alignment • Translate customer objectives and pain points into actionable insights for Product, Engineering, and Support • Partner with account teams to maintain alignment between delivery and customer success

🎯 Requirements

• Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality • Familiarity with generative AI concepts, prompt design, and automation frameworks • Experience identifying and scoping AI use cases and consumption plans • Expertise in workflow analysis and process design • Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes • Comfort using dashboards and metrics to communicate health, adoption, and ROI • Experience managing an assigned book of business and driving measurable outcomes • Strong understanding of customer success, onboarding, implementation, account health, adoption, renewals, expansions, and upsells • Ability to translate business needs into technical solutions • Executive presence and strong communication skills • Ability to work cross-functionally with account teams, Product, Sales, Engineering, and Support • Ability to work in the United States • ClickUp evaluates AI fluency as part of its hiring process • No educational credential or minimum years of experience is specified

🏖️ 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