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ClickUp is seeking a Senior Technical Account Manager for Customer Success to serve as a strategic partner and trusted advisor to enterprise customers. This role blends relationship management with deep platform expertise, focusing on long-term customer growth, adoption, and measurable business outcomes.
You will act as the strategic and technical owner of assigned customer relationships, ensuring each account achieves measurable success through ClickUp's converged AI workspace platform. Key responsibilities include:
**Customer Enablement & Onboarding**: Lead end-to-end implementation 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, integration, and enablement while promoting best practices in system governance and change management.
**Account Health Management**: Monitor seat utilization, adoption trends, and stakeholder engagement. Build and execute adoption plans and conduct account reviews to maintain or improve health. Identify risks early and develop recovery plans in partnership with the account team. Deliver ongoing change management and enablement as customers mature with the platform.
**Workflow Optimization**: Conduct Intake-Execution-Reporting (IER) cycles for key workflows. Lead discovery sessions to map current-state versus future-state processes. Recommend optimizations and create workflow templates to scale across customer teams.
**AI Enablement & Automation**: Drive adoption of ClickUp AI and build custom workflow agents tied to customer use cases. Partner with customers to define and deliver AI automations aligned with business KPIs. Provide technical training on AI and automation best practices including prompt design, agent architecture, and scaling use cases. Track and report AI usage and credit consumption against plan.
**Expansion & Cross-Functional Collaboration**: Generate qualified leads through data-driven insights and AI usage analysis. Drive cross-functional alignment to position renewals, expansions, and AI upsells. Act as the voice of the customer, translating business objectives and pain points into actionable insights for Product, Engineering, and Support teams.
**Requirements**: Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI agent functionality. Familiarity with generative AI concepts, prompt design, and automation frameworks. Exceptional consultative discovery and workflow analysis skills. Strong project and program management experience managing complex customer programs with multiple stakeholders. Comfort with dashboards, metrics, and data-driven decision making. Executive presence and strong communication skills to build trust at all organizational levels. Full accountability for assigned book of business with proactive, organized approach. Ability to influence cross-functionally without direct authority.
