Senior Technical Account Manager

Core Responsibilities

• Lead end-to-end onboarding and implementation of ClickUp, including discovery, solution design, training, and go-live support.
• Translate functional and technical requirements into scalable ClickUp solutions such as workflows, templates, hierarchies, and automations.
• Monitor seat utilization, adoption trends, and stakeholder engagement; build and execute adoption plans and account reviews.
• Identify risks early and develop recovery plans in partnership with the account team.
• Conduct Intake → Execution → Reporting (IER) cycles: lead discovery sessions to map current-state vs. future-state processes and recommend optimizations.
• Drive adoption of ClickUp AI and build custom workflow Agents tied to customer use cases.
• Provide technical training and consultation on AI, automation, prompt design, agent architecture, and scaling use cases.
• Track and report AI usage and credit consumption against plan.
• Serve as technical partner to accounts, connecting adoption to business value; generate qualified leads through data-driven insights.
• Act as the voice of the customer, translating objectives and pain points into insights for Product, Engineering, and Support.
• Partner with account teams on renewals, expansions, and AI upsells.

Requirements

• Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality.
• Ability to translate business needs into technical solutions.
• Familiarity with generative AI concepts, prompt design, and automation frameworks; skilled at identifying and scoping AI use cases.
• Exceptional workflow analysis, process design, and consultative discovery skills.
• Strong project and program management skills for complex customer programs with multiple stakeholders.
• Comfortable using dashboards and metrics to communicate health, adoption, and ROI; interprets usage data to drive recommendations.
• Executive presence, strong communication skills, and ability to build trust at all levels.
• Full accountability for assigned book of business; proactive, organized, and results-driven.
• Ability to influence cross-functionally without authority through insights and results.

Nice-to-Haves

• Experience with change management and system governance.
• Background in driving measurable business outcomes and ROI through platform adoption.
• Passion for AI fluency and leveraging AI daily in work.