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ClickUp is seeking a Senior AI Consultant for Professional Services to lead high-impact, end-to-end customer engagements focused on AI Agent deployment and agentic automation. You will operate with high autonomy, balancing strategic advisory with hands-on delivery to help customers optimize their workspace and workflows, reduce manual effort, improve compliance, and unlock measurable ROI.
Key Responsibilities:
Strategic Advisory & Executive Partnership: Own senior stakeholder relationships and align agent deployments to business priorities. Lead discovery workshops with a consultative approach to identify high-value workflows for agentic automation. Provide guidance on governance, risk controls, and adoption strategy for AI-enabled workflows. Manage ongoing post-launch customer relationships, proactively monitoring adoption and outcomes.
AI Agent Deployment Leadership: Lead end-to-end Certified Agent engagements from kickoff through launch, ensuring strong scope control and timeline management. Conduct process mapping (current and future state) and secure stakeholder signoff on build packages. Optimize customer workspace foundations to support agent-driven operations. Configure Certified Agents and supporting workflows, applying prompting best practices. Build and execute UAT plans; perform internal validation and coordinate customer validation. Drive launch readiness through admin and end-user enablement. Produce customer-ready documentation including process maps, agent configuration rationale, and operating guidance.
Value Realization & Expansion: Establish and track KPIs demonstrating business impact (efficiency gains, error reduction, throughput, compliance, ROI). Identify expansion opportunities for additional agent use cases and broader workflow optimization. Support ongoing services such as agent updates and periodic recertification.
Operational Excellence & Team Leadership: Set a high bar for delivery quality and improve repeatability through templates, checklists, and playbooks. Mentor other consultants on Certified Agent delivery methods, prompting standards, and troubleshooting. Partner cross-functionally to resolve escalations and improve customer outcomes. Surface delivery insights and product gaps to inform roadmap and services strategy.
About ClickUp: ClickUp is building an AI-native workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. Every team member is expected to leverage AI daily.
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
Bonus Qualifications:
- Experience with enterprise tooling and integrations (Salesforce, ServiceNow, Jira, Workday, NetSuite, SAP) and iPaaS/middleware
- Change management experience (adoption plans, enablement programs, comms, stakeholder management)
- Consulting background (Big 4 or similar) or enterprise Professional Services delivery
- PMP, Scrum, Agile, or equivalent certifications
