Strategic Services Consultant

Clickup • San Diego, CA

231d • $106,000 - $128,500

About The Position

ClickUp is the world's only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform that includes project management, document collaboration, whiteboards, spreadsheets, and AI. With our headquarters based in San Diego and a rapidly expanding global presence, we are shaping the future of work. Join our team at ClickUp, one of the fastest-growing SaaS companies worldwide, and help millions of users be more productive - saving them at least one day every week. This is a once-in-a-lifetime opportunity to join a hyper growth startup as an Strategic Services Consultant within our AMER Professional Services team. ClickUp is the world's only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform including project management, document collaboration, spreadsheets, chat, goals, and more. On a mission to make the world more productive, ClickUp is headquartered in San Diego and scaling remotely and internationally. As one of the fastest-growing SaaS companies in the world, ClickUp helps millions of users to be more productive and save at least one day every week!

Requirements

• 2-3 years of experience in B2B SaaS as a technical customer success manager, implementation manager, technical project manager, technical account manager, or technical consultant, specifically within onboarding and implementation of software.
• Strong project management skills to keep projects on-track and manage unique flows.
• At least 2 years of experience implementing new technology for medium and large organizations.
• Strong problem solving skills.
• Ability to clearly articulate technical topics to a non-technical audience.
• Superb written and verbal communication skills.
• Positive attitude, empathy, and high energy.
• Strong customer-facing and presentation skills with the ability to establish credibility with executives.

Nice To Haves

• Experience in SaaS, PPM software, or collaborative work management (CWM) tools such as Monday, Wrike, Planview, Changepoint, CA, Mavenlink, Workfront, etc.
• Experience with relevant enterprise solutions such as JIRA, ServiceNow, SFDC, Oracle, SAP, Workday, Netsuite, etc.
• Experience in Big 4 consulting firm or equivalent enterprise software Professional Services org, deploying software across multiple organizations and use cases of an enterprise.
• Experience building technical integrations via API, middleware, or PaaS tools.
• Qualifications in PMP, PRINCE2, Scrum, Kanban, Agile, etc.
• PMP or Agile Scrum certified.
• MBA.

Responsibilities

• Lead the creation of comprehensive strategic roadmaps for clients, aligning their business objectives with ClickUp solutions.
• Provide expert consultation to clients on leveraging ClickUp to optimize processes, improve ROI, and enhance overall operational efficiency.
• Conduct thorough ROI analysis, demonstrating the value of ClickUp features and advising clients on maximizing their investment.
• Identify initiatives to maintain and manage customer expectations and satisfaction.
• Collaborate with an offshore team to deliver customer projects and ensure accurate execution of deliverables.
• Partner with customers across the AMER region to establish clear business goals, timelines, priorities, and metrics of success.
• Identify and nurture client champions within organizations, building strong relationships to drive user adoption and satisfaction.
• Run meetings to assess progress against goals, opportunities for improvement, and impact of ClickUp on team productivity.
• Host regular syncs with the Customer to help uncover other potential areas for success.
• Work with customers to gather functional and technical requirements, then map those requirements to a ClickUp solution.
• Act as a product expert and advocate for the Customer and their internal success at ClickUp.
• Partner with the Sales, Solution Engineering, Success, Support and Product teams to understand customer use cases, transfer knowledge and provide real time feedback on feature requests and limitations.
• Collaborate with the sale and success teams to identify opportunities for account growth, expansion, upselling additional services, and ensuring overall client success.
• Contribute to the definition, development and improvement of both regional and global operational processes.
• Prioritize the customer experience, lead by example, and monitor adherence to professional services policies and procedures.
• Act as a coach and mentor to less experienced team members.

Benefits

• Equity
• 401k
• Health, Dental, and Vision insurance
• Spending accounts
• Life & Disability
• Paid parental leave
• Flexible paid time off
• Enhanced employee assistance program
• Employee wellness stipend
• Professional development stipend

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services