Senior Technical Account Manager - Strategic Services

ClickUp

10d

About The Position

At ClickUp, we’re not just building software. We’re architecting the future of work! In a world overwhelmed by work sprawl, we saw a better way. That’s why we created the first truly converged AI workspace, unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI, empowering millions of teams to break free from silos, reclaim their time, and unlock new levels of productivity. At ClickUp, you’ll have the opportunity to learn, use, and pioneer AI in ways that shape not only our product, but the future of work itself. Join us and be part of a bold, innovative team that’s redefining 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.

Requirements

• Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality. Able to translate business needs into technical solutions.
• Skilled with prompt design, agentic workflows, and automation frameworks. Skilled at identifying and scoping AI use cases and consumption plans.
• Exceptional at workflow analysis, process design, and identifying friction points. Uses structured discovery to map customer needs into ClickUp.
• Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes. Skilled at running structured account plans.
• Comfortable using dashboards and metrics to communicate health, adoption, and ROI. Interprets usage data to drive recommendations.
• Executive presence and strong communication skills. Builds trust at both ATL and BTL levels through credibility and clarity.
• Full accountability for assigned book of business: proactive, organized, and driven to achieve measurable outcomes.
• Works cross-functionally with account team, Product, and Sales to align on outcomes. Influences without authority through insight and results.

Nice To Haves

• Candidates with experience using agentic tools such as Claude, n8n, make.com, or similar tools are preferred.

Responsibilities

• 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.
• 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.

Benefits

• We hire the best people for the job and support each person’s journey to build their boldest career.
• Equal Opportunity Employer
• Visa Sponsorship (limited to engineering and product roles, not guaranteed)
• AI Processing Notice

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed