Senior Technical Account Manager – Customer Success

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

📋 Description

• Serve as a strategic partner, trusted advisor, and technical steward of customer relationships.

• Create success plans and oversee onboarding, adoption, and sustained customer value.

• Lead or assist in the comprehensive ClickUp onboarding and implementation process, from discovery and solution design to training and go-live support.

• Convert functional and technical requirements into scalable workflows, templates, hierarchies, automations, and ClickUp solutions.

• Guide the foundational setup, integrations, enablement, best practices, governance, and change management processes.

• Monitor seat utilization, adoption trends, stakeholder engagement, and account health metrics.

• Develop adoption strategies, perform account reviews, identify potential risks, and formulate recovery plans.

• Execute Intake → Execution → Reporting workflow cycles and analyze current-state versus future-state processes.

• Suggest workflow optimizations and design templates for team-wide scalability.

• Promote the use of ClickUp AI and implement custom workflow Agents tailored to customer use cases.

• Define and deliver AI automations that align with business KPIs.

• Provide technical training and consulting on AI, automation, prompt design, agent architecture, and scaling use cases.

• Monitor and report on AI usage and credit consumption in relation to the plan.

• Connect adoption efforts to business value and generate qualified leads through data-driven insights and AI usage analysis.

• Assist with renewals, expansions, and AI upsells by fostering cross-functional alignment.

• Transform customer objectives and pain points into actionable insights for Product, Engineering, and Support teams.

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

⛳️ Requirements

• Profound knowledge of ClickUp platform functionalities, automation logic, integrations, and AI Agent features.

• Familiarity with generative AI concepts, prompt design methodologies, and automation frameworks.

• Experience in identifying and defining AI use cases and consumption strategies.

• Proficiency in workflow analysis and process design.

• Capability to manage complex customer programs involving multiple stakeholders, deadlines, and outcomes.

• Comfort with using dashboards and metrics to convey health, adoption, and ROI.

• Experience managing a designated book of business and achieving measurable results.

• Strong comprehension of customer success, onboarding, implementation, account health, adoption, renewals, expansions, and upselling.

• Ability to translate business requirements into technical solutions.

• Executive presence complemented by strong communication skills.

• Ability to collaborate cross-functionally with account teams, Product, Sales, Engineering, and Support departments.

• Eligibility to work in the United States.

• ClickUp assesses AI fluency as part of its hiring process.

• No specific educational qualifications or minimum years of experience are mandated.

🏝️ Benefits

• Equity.

• 401k.

• Health, Dental, and Vision insurance.

• Spending accounts.

• Life & Disability insurance.

• Paid parental leave.

• Flexible paid time off.

• Enhanced employee assistance program.

• Employee wellness stipend.

• Professional development stipend.