• Ensure campaigns run with technical accuracy • Ensure funnels, campaign sends, links and UTM parameters are configured correctly • Update dates, tags, images and links • Validate and test flows before activation • Ensure alignment between UTM parameters, creative assets and copy

• 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. • 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. • Analyze customer product usage data and translate it into actionable recommendations. • Conduct ROI analysis to showcase the tangible benefits of ClickUp solutions. • 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. • 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.

• Coach, mentor and grow our new team in the Philippines, managing the day-to-day operations of a team of 5-8 Customer Success Managers (CSMs), including data analysis, goal setting, career development, performance management, and process improvement. • Manage the day to day operations of the Philippines Customer Success team, with a focus on customer engagement, expansion, churn and contraction. • Partner with various leadership teams to build out new strategies and processes. • Lead key initiatives for Customer Success, guiding the strategic direction to refine, optimize, and scale the business. • Develop and maintain strong collaborative ties with sales, onboarding, marketing, and product teams to enhance the customer experience. • Provide valuable insights from customers to our product, development, and marketing teams, reinforcing ClickUp's position as an industry leader. • 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 customer success policies and procedures across your reports. • Strategically grow and expand client relationships at all levels within the organization, taking ownership of Gross Revenue Retention (GRR), Net Revenue Retention (NRR) Targets, and Utilization Targets. • Construct a fun, high-energy environment where your team love coming to work and feel as if they’re being developed towards their fullest potential. • Carry a small book of business, managing a handful of customers yourself.

• Serve as the primary point of contact for medication-related inquiries, including dose, strength, and administration instructions. • Triage and assess questions to ensure accurate, compliant, and timely responses. • Coordinate directly with prescribing provider groups and pharmacy partners to verify prescriptions and confirm appropriate dosing. • Identify and resolve discrepancies between prescribed instructions and patient understanding. • Escalate complex medication or safety concerns to licensed clinicians when appropriate. • Partner cross-functionally with clinical, pharmacy, and operations teams to improve the overall patient experience. • Monitor recurring issues and provide feedback to leadership to strengthen workflows and patient education materials.