Role Description 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. - Support technical initiatives like process optimization, workflow design, and AI enablement. - Own the overall health, engagement, and strategic direction of your accounts. - Work cross-functionally with Sales, Product, and Support to align efforts and ensure each customer’s success story is long-term, scalable, and impactful. Qualifications - Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality. - Skilled with prompt design, agentic workflows, and automation frameworks. - Exceptional at workflow analysis, process design, and identifying friction points. - Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes. - Comfortable using dashboards and metrics to communicate health, adoption, and ROI. - Executive presence and strong communication skills. - Full accountability for assigned book of business. - Works cross-functionally with account team, Product, and Sales to align on outcomes. Requirements - 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. - Conduct Intake → Execution → Reporting (IER) cycles for key workflows. - Drive adoption of ClickUp AI and build custom workflow Agents tied to customer use cases. - Serve as the technical partner to assigned accounts, connecting adoption to business value. - Act as the voice of the customer, translating business objectives and pain points into actionable insights for Product, Engineering, and Support. Benefits - Opportunity to learn, use, and pioneer AI in ways that shape not only our product, but the future of work itself. - Be part of a bold, innovative team that’s redefining what’s possible.