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Posted May 5Senior Technical Account Manager - Strategic Services
at ClickUp
United StatesRemote
Responsibilities
- Account Health Management - Monitor seat utilization, adoption trends, and Champion/Stakeholder engagement. - Build and execute adoption plans and account reviews to maintain or improve health. - Identify risks early and build recovery plans in partnership with the account team. - Deliver ongoing change management and enablement, ensuring customers continue to evolve and mature with the platform.
- Workflow Mapping (IER Framework) - Conduct Intake → Execution → Reporting (IER) cycles for key workflows. - Lead discovery sessions to map current-state vs. future-state processes. - Recommend optimizations and create workflow templates to scale across teams.
Requirements
- At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI.
- We are an AI-native company.
- Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process.
- Join us and help redefine what's possible. 🚀 We're looking for a Senior Technical Account Manager (TAM) to act as a strategic partner and trusted advisor to our customers, blending strong relationship management with a deep understanding of ClickUp’s platform and capabilities.
- This role requires an AI-native professional who actively leverages generative and agentic AI in their day-to-day work, bringing firsthand expertise to help customers unlock the full potential of intelligent automation.
- While you’ll support technical initiatives like process optimization, workflow design, and AI enablement, you’ll also own the overall health, engagement, and strategic direction of your accounts.
- - Innovation Adoption & Workflow Automation: Empowering customers to leverage emerging features and technologies, including AI and automation, to enhance productivity, streamline operations, and deliver real-world impact. CORE
- RESPONSIBILITIES TAMs act as the strategic and technical owner of the customer relationship, ensuring every customer achieves measurable success through ClickUp product and AI feature set.
- New Customer Onboarding - Lead or support the end-to-end onboarding and implementation of ClickUp, from discovery and solution design to training and go-live support. - Translate functional and technical
- 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 that align with 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, connecting adoption to business value. - Drive value throughout entire customer lifecycle post-implementation providing continued/managed services as customers grow their use cases within ClickUp. - Generate qualified leads through data-driven insights and AI usage analysis. - Drive cross-functional alignment to position renewals, expansions, and AI upsells.
- CORE SKILLS & COMPETENCIES - Technical Acumen: Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality.
- Able to translate business needs into technical solutions. - AI-Native: Skilled with prompt design, agentic workflows, and automation frameworks.
- Skilled at identifying and scoping AI use cases and consumption plans. Candidates with
Additional details
- This role sits at the intersection of customer success, solution strategy, and technical enablement, supporting long-term growth, adoption, and measurable business outcomes.
- TAMs own the complete post-sales customer lifecycle, from initial implementation and onboarding through ongoing managed services, strategic expansion opportunities, and driving meaningful impact on renewal outcomes across their book of business.
- TAMs lead with a customer-first mindset, developing success plans, guiding onboarding and adoption, and ensuring stakeholders see continuous value throughout their lifecycle.
- You’ll work cross-functionally with Sales, Product, and Support to align efforts and ensure each customer’s success story is long-term, scalable, and impactful.
- Technical Account Managers (TAMs) are responsible for delivering measurable value and driving meaningful business outcomes across their customer portfolio by focusing on: - Customer Enablement & Onboarding: Guiding new teams through implementation, onboarding, and training to ensure a smooth start and foundational success.
- - Account Health & Engagement: Proactively managing user adoption, stakeholder alignment, and account health to promote long-term success, retention, and growth opportunities.
- - Process Optimization & Solution Design: Collaborating with customers to identify critical business processes, map them to scalable solutions, and drive efficiency through ongoing refinement and performance insights.
- requirements into scalable ClickUp solutions, including workflows, templates, hierarchies, and automations. - Guide customers through foundational setup, integration, and enablement, while promoting best-practices and system governance and change management.
- Cross-Functional Collaboration - Act as the voice of the customer, translating business objectives and pain points into actionable insights for Product, Engineering, and Support. - Partner with account teams to maintain alignment between delivery and success.