Technical Account Manager

Навыки

• CRM-системы
• Customer Success
• Решения на данных
• Лидерство
• ROI / ROMI / ROAS
• Salesforce
• Tableau

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

• Strategic Customer Engagement
• Develop and manage engagement plans for a diverse client portfolio using both scaled and personalized approaches
• Conduct in-depth discovery sessions to understand customer needs and recommend actionable strategies for success
• Build trusted relationships with key stakeholders, identifying and nurturing client champions to drive adoption and advocacy
• Technical Adoption and Expertise
• Gather, analyze, and translate functional and technical requirements into tailored ClickUp solutions
• Serve as a product expert, advising customers on leveraging ClickUp’s features to streamline workflows and solve complex business challenges
• Data-Driven Insights
• Analyze customer product usage data and translate it into actionable recommendations
• Conduct ROI analysis to showcase the tangible benefits of ClickUp solutions
• Driving Engagement & Adoption
• Proactively engage with customers to evaluate progress, address roadblocks, and uncover new opportunities for success
• Collaborate with customers to establish clear business goals, success metrics, and timelines
• Cultural Fit, Growth Opportunities, & Leadership
• Prioritize the customer experience, lead by example, be a doer, and monitor adherence to policies and procedures
• Contribute to the development and optimization of regional and global operational processes

Требования

• Minimum 2 years of experience in a customer-facing SaaS role, preferably in Customer Success or Account Management
• Strong communication and interpersonal skills, with the ability to build rapport and trust with customers of various levels and segments
• Resilient and adaptable, especially in a fast-paced startup environment
• Understanding of industry-specific workflows, particularly in services, software development, marketing, and PMO
• Experience in working with various teams to achieve customer outcomes (Marketing, Finance, Product, Sales, Support)
• Experience with Customer Success SaaS technology such as CRM, Salesforce, Tableau , Outreach, Apollo, Front, and others
• Ability to operate within regional time zones
• Positive attitude, self-driven, proactive, empathetic, and high energy
• 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. 🚀
• ClickUp is seeking a versatile and dynamic Technical Account Manager to join our team
• This pivotal role is responsible for driving customer satisfaction and loyalty by fostering strategic relationships and delivering exceptional service to both small to mid-market clients and dedicated accounts
• The ideal candidate will excel in a start-up setting, embody ClickUp's core values, and have a proven track record in customer success within a SaaS environment

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