Senior Technical Account Manager – Strategic Services

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

📋 Description

• Oversee the complete onboarding and implementation process of ClickUp, starting from discovery and solution design through to training and support during go-live.

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

• Assist customers in foundational setup, integrations, and enablement while advocating for best practices, system governance, and effective change management.

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

• Develop and execute adoption plans and conduct account reviews.

• Identify potential risks and collaborate with the account team to formulate recovery plans.

• Provide ongoing change management and enablement support.

• Manage the Intake → Execution → Reporting cycles for key workflows.

• Lead discovery sessions to map out current-state and future-state processes.

• Suggest optimizations and create scalable workflow templates.

• Promote the use of ClickUp AI and develop custom workflow Agents.

• Define and implement AI automations that align with customer business KPIs.

• Offer technical training and consultation on best practices for AI and automation, including prompt design, agent architecture, and scaling use cases.

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

• Act as the technical partner for assigned accounts, connecting adoption efforts to business value.

• Provide continuous and managed services throughout the post-implementation phase.

• Generate qualified leads through data-driven insights and analysis of AI usage.

• Facilitate renewals, expansions, and AI upsells through cross-functional collaboration.

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

• Collaborate with account teams to align service delivery with customer success.

⛳️ Requirements

• A minimum of 5 years in a customer-facing SaaS role.

• At least 2 years of hands-on experience with ClickUp, Asana, Monday.com, Smartsheet, Wrike, Jira, or a similar work management/project management platform.

• Proven experience leading enterprise SaaS implementations or onboarding programs end-to-end, and/or a successful track record managing a book of business ($2M+ ARR) with measurable retention and growth outcomes.

• Demonstrated ability to build and implement AI-powered workflows, agents, or automations in a business context.

• Strong project and program management abilities, including handling complex, multi-stakeholder engagements.

• Prior experience in professional services, implementation management, or consulting within a SaaS company is preferred.

• Practical experience with agentic tools and frameworks such as Claude, n8n, Make, Zapier, or LangChain is preferred.

• Technical proficiency with integrations, APIs, automation logic, and data modeling is preferred.

• Experience in positioning or selling services alongside renewals and expansions is preferred.

• AI fluency, encompassing the design, development, and scaling of AI-powered workflows and agents.

• Executive presence with strong communication abilities.

• Familiarity with dashboards, metrics, account plans, health monitoring, adoption tracking, and ROI reporting.

• Visa sponsorship is not available for positions outside of engineering and product.

🏝️ 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