Senior Technical Account Manager - Strategic Services

Навыки

• Коммуникация
• Customer Success
• Решения на данных
• HR-процессы
• Zapier / Make / n8n
• Ответственность за результат
• Retention и отток

О компании и продукте

• 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

Задачи

• 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 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
• 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
• Cross-Functional Collaboration

Требования

• 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 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
• 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
• TAMs lead with a customer-first mindset, developing success plans, guiding onboarding and adoption, and ensuring stakeholders see continuous value throughout their lifecycle
• 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
• 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
• 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

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