Associate Technical Account Manager

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Assist with the light onboarding and implementation process of ClickUp.

• Guide clients through the essential setup and enablement stages, while advocating for ClickUp best practices.

• Track seat utilization, adoption patterns, and engagement levels of Champions/Stakeholders.

• Develop and execute straightforward adoption plans and account evaluations to sustain or enhance overall health.

• Recognize potential risks early and collaborate with the account team to formulate recovery strategies, escalating to leadership when risks become complicated.

• Provide continuous enablement to ensure customers evolve with the platform.

• Conduct structured Intake → Execution → Reporting (IER) cycles for crucial workflows.

• Facilitate discovery sessions to compare current processes with future goals.

• Promote the adoption of ClickUp AI and implement basic Agents related to customer use cases.

• Offer training on best practices in AI and automation.

• Act as a partner for small sales-assisted accounts, linking adoption efforts to business value.

• Identify upsell opportunities using templated playbooks and hand off those leads to the sales team for further action.

• Collaborate with account teams to ensure alignment between service delivery and customer success.

⛳️ Requirements

• Strong understanding of ClickUp platform features, automation logic, and AI Agent capabilities.

• Ability to convert business requirements into simple, effective solutions.

• Familiarity with generative AI concepts and automation systems.

• Skilled in workflow analysis, process design, and pinpointing friction points, utilizing structured discovery to align customer needs with ClickUp.

• Proficient in utilizing dashboards and metrics to convey health, adoption, and ROI.

• Works collaboratively across functions with account teams and Sales to ensure outcome alignment.

• Engages the appropriate stakeholders when the scope of work extends beyond expected role responsibilities.

🏝️ Benefits

• Equal Opportunity Employer

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