Technical Account Manager
Drives strategic relationships, product adoption, and measurable outcomes for ClickUp customers through discovery, tailored workflow recommendations, usage analysis, and cross-functional collaboration. Requires at least two years of customer-facing SaaS experience and strong communication skills.
About the job
Responsibilities
Strategic Customer Engagement
- Develop and manage engagement plans for a diverse client portfolio using scaled and personalized approaches.
- Conduct 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.
Technical Adoption and Expertise
- Gather, analyze, and translate functional and technical requirements into tailored ClickUp solutions.
- Serve as a product expert, advising customers on leveraging ClickUp features to streamline workflows and solve complex business challenges.
Data-Driven Insights
- Analyze customer product usage data and translate it into actionable recommendations.
- Conduct ROI analysis to demonstrate the tangible benefits of ClickUp solutions.
Driving Engagement and Adoption
- Proactively engage with customers to evaluate progress, address roadblocks, and uncover new opportunities for success.
- Establish clear business goals, success metrics, and timelines with customers.
Operations and Leadership
- Prioritize the customer experience, lead by example, and monitor adherence to policies and procedures.
- Contribute to the development and optimization of regional and global operational processes.
Requirements
- 2+ years of experience in a customer-facing SaaS role, preferably in Customer Success or Account Management.
- Strong communication and interpersonal skills, with the ability to build rapport and trust with customers at various levels and across segments.
- Resilience and adaptability in a fast-paced startup environment.
- Understanding of industry-specific workflows, particularly in services, software development, marketing, and PMO.
- Experience collaborating with Marketing, Finance, Product, Sales, and Support teams to achieve customer outcomes.
- Experience with customer success SaaS technologies such as CRM, Salesforce, Tableau, Outreach, Apollo, and Front.
- Ability to operate within regional time zones.
- Positive, self-driven, proactive, empathetic, and energetic approach.
Skills
SaaS, Customer Success, Account Management, CRM, Salesforce, Tableau, Outreach, Apollo, Front, ROI Analysis
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