At ClickUp, we’re not just building software. We’re architecting the future of work! In a world overwhelmed by work sprawl, we saw a better way. That’s why we created the first truly converged AI workspace, unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI, empowering millions of teams to break free from silos, reclaim their time, and unlock new levels of productivity. At ClickUp, you’ll have the opportunity to learn, use, and pioneer AI in ways that shape not only our product, but the future of work itself. Join us and be part of a bold, innovative team that’s redefining what’s possible! 🚀
- 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.
- 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.
- 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 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.
- 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.
- 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.
- Generate qualified leads through data-driven insights and AI usage analysis.
- Drive cross-functional alignment to position renewals, expansions, and AI upsells.
- 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.
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 Expertise: Familiar with generative AI concepts, prompt design, and automation frameworks. Skilled at identifying and scoping AI use cases and consumption plans.
- Consultative Discovery: Exceptional at workflow analysis, process design, and identifying friction points. Uses structured discovery to map customer needs into ClickUp.
- Project and Program Management: Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes. Skilled at running structured account plans.
- Data and Reporting: Comfortable using dashboards and metrics to communicate health, adoption, and ROI. Interprets usage data to drive recommendations.
- Customer Engagement: Executive presence and strong communication skills. Builds trust at both ATL and BTL levels through credibility and clarity.
- Account Ownership: Full accountability for assigned book of business: proactive, organized, and driven to achieve measurable outcomes.
- Collaboration and Influence: Works cross-functionally with account team, Product, and Sales to align on outcomes. Influences without authority through insight and results.
#LI-REMOTE
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Salary and Benefits
At ClickUp, we believe in transparency and fairness in compensation. The range displayed reflects the minimum and maximum target salaries for the position across all US locations. Please note that the actual compensation for this position may vary and is dependent on factors such as geographic location, interview performance, years of experience, education level, and specific skills. We encourage candidates to discuss compensation expectations during the interview process to ensure alignment with their qualifications and our company’s compensation philosophy.
This position is eligible for the following benefits and perks:
- 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
Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!
ClickUp collects and processes personal data in accordance with applicable data protection laws.
- If you are a European Job Applicant, see our privacy policy for further details.
- If you are a Philippine Job Applicant, see our privacy policy and our Philippine Data Privacy Notice for further details.
Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.
ClickUp Talent Acquisition will only initiate contact via an @clickup.com email or through our official careers portal on clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to [email protected].
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