• Act as a strategic partner and trusted advisor to customers • Develop success plans, guide onboarding and adoption • Monitor account health and user adoption • Collaborate with customers to identify critical business processes and deliver scalable solutions • Drive adoption of ClickUp AI and build custom workflow Agents • Serve as the technical partner connecting adoption to business value • Generate qualified leads through data-driven insights and AI usage analysis • Act as the voice of the customer driving cross-functional alignment

• Act as a strategic partner and trusted advisor to customers, blending strong relationship management with a deep understanding of ClickUp’s platform. • Develop success plans, guide onboarding and adoption, and ensure stakeholders see continuous value throughout their lifecycle. • Proactively manage user adoption, stakeholder alignment, and account health to promote long-term success, retention, and growth opportunities. • Collaborate with customers to identify critical business processes, map to scalable solutions, and drive efficiency through ongoing refinement and performance insights. • Empower customers to leverage emerging features and technologies, including AI and automation, to enhance productivity and streamline operations. • Monitor seat utilization, adoption trends, and Champion/Stakeholder engagement.

• Deeply understand the partner’s business goals and product structure • Lead technical implementations of new partners and serve as the key technical contact as they integrate with Lead. • Partner with product/engineering, program management, legal/compliance/risk, accounting, and other teams for tasks related to partner onboarding • Define internal processes to streamline partner onboarding • Build product examples, documentation, and other critical resources in order for external and internal parties to operate more effectively and efficiently. • Successfully manage a number of engagements concurrently • Effectively manage escalations, scope change, and implementation of projects or programs including monitoring project quality, timeline, risk, and performance • Inform partners of our product development roadmap with concrete examples, while setting appropriate expectations • Be an integral part of building out this function from 0 to 1 defining culture, processes, and identity.

• Be the Trusted Advisor - You’ll serve as the technical point of contact for a portfolio of Island customers, guiding them through every stage of their journey — from onboarding to operational maturity. • Support & Troubleshooting - Proactively manage and assist with support cases, feature requests, and escalations. You’ll open, monitor, and drive resolution, keeping customers in the loop every step of the way. • Enablement & Training - Train customer teams on how to deploy, manage, and operationalize Island using best practices that ensure long-term success. • Configuration & Optimization - Help customers get the most out of Island by tailoring configuration guidance to their unique environment, aligned with security, performance, and usability goals. • Feature & Release Guidance - Keep your customers informed of upcoming releases and new capabilities — and show them exactly how new features can benefit their teams. • Collaborate Across Teams - Partner with Product, Engineering, Support, and Customer Success to deliver a unified customer experience and provide feedback that influences the roadmap.