[Remote] Senior Technical Account Manager - Strategic Services
Note: The job is a remote job and is open to candidates in USA. ClickUp is a company focused on redefining the future of work through innovative software solutions. They are seeking a Senior Technical Account Manager to act as a strategic partner for customers, ensuring successful implementation and ongoing engagement with ClickUp’s platform and AI capabilities.
Responsibilities
- 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
- 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
- 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
- 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
- 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
- Act as the voice of the customer, translating business objectives and pain points into actionable insights for Product, Engineering, and Support
- Partner with account teams to maintain alignment between delivery and success
Skills
- Strong relationship management skills
- Deep understanding of ClickUp's platform and capabilities
- Experience in customer success, solution strategy, and technical enablement
- Ability to own the complete post-sales customer lifecycle
- Experience with generative and agentic AI
- Customer-first mindset
- Ability to develop success plans
- Experience in guiding onboarding and adoption
- Ability to ensure stakeholders see continuous value
- Experience in process optimization, workflow design, and AI enablement
- Ability to monitor account health and engagement
- Experience in building and executing adoption plans
- Ability to identify risks and build recovery plans
- Experience in delivering ongoing change management and enablement
- Ability to conduct Intake → Execution → Reporting (IER) cycles
- Experience in leading discovery sessions
- Ability to recommend optimizations and create workflow templates
- Experience in driving adoption of ClickUp AI
- Ability to partner with customers to define and deliver new AI automations
- Experience in providing technical training and consultation on AI and automation best practices
- Ability to track and report AI usage and credit consumption
- Experience in serving as a technical partner to assigned accounts
- Ability to generate qualified leads through data-driven insights
- Experience in driving cross-functional alignment
- Ability to act as the voice of the customer
- Experience in partnering with account teams
- Deep understanding of ClickUp platform capabilities
- Skilled with prompt design, agentic workflows, and automation frameworks
- Exceptional at workflow analysis and process design
- Ability to manage complex customer programs
- Comfortable using dashboards and metrics
- Strong communication skills
- Full accountability for assigned book of business
- Ability to work cross-functionally and influence without authority
- Experience using agentic tools such as Claude, n8n, make.com, or similar tools
Company Overview