# Bilingual Senior Technical Account Manager - Customer Success (AMER)

**Company:** [ClickUp](https://hotfix.jobs/companies/clickup)
**Location:** Remote
**Role:** Customer Success
**Salary:** $110k – $150k/yr
**Skills:** Clickup, AI Agents, Workflow Automation, Generative AI, Prompt Design, Integrations, Dashboards, Process Optimization, Account Health Metrics, Change Management
**Posted:** 2026-03-24

> Senior Technical Account Manager acts as strategic technical partner for customer success, driving onboarding, adoption, AI enablement, workflow optimization, and expansion using ClickUp platform. Requires bilingual English/Spanish or Portuguese skills and technical acumen in AI/automation.

## Job Description

## Core Responsibilities

**New Customer Onboarding**
- 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.

**Account Health 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.
- Deliver ongoing change management and enablement, ensuring customers continue to evolve and mature with the platform.

**Workflow Mapping (IER Framework)**
- Conduct Intake → Execution → Reporting (IER) cycles for key workflows.
- Lead discovery sessions to map current-state vs. future-state processes.
- Recommend optimizations and create workflow templates to scale across teams.

**AI Enablement & Agent Deployment**
- Drive adoption of ClickUp AI and build custom workflow Agents tied to customer use cases.
- Partner with customers to define and deliver new AI automations that align with business KPIs.
- Provide technical training and consultation on AI and automation best practices, including prompt design, agent architecture, and scaling use cases across teams.
- Track and report AI usage and credit consumption against plan.

**Customer Success & Expansion**
- Serve as the technical partner to assigned accounts, connecting adoption to business value.
- Generate qualified leads through data-driven insights and AI usage analysis.
- Drive cross-functional alignment to position renewals, expansions, and AI upsells.

**Cross-Functional Collaboration**
- Act as the voice of the customer, translating business objectives and pain points into actionable insights for Product, Engineering, and Support.
- Partner with account teams to maintain alignment between delivery and success.

## Core Skills & Competencies
- **Bilingual** in English and Spanish OR Portuguese.
- **Technical Acumen**: Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality. Able to translate business needs into technical solutions.
- **AI Expertise**: Familiar with generative AI concepts, prompt design, and automation frameworks. Skilled at identifying and scoping AI use cases and consumption plans.
- **Consultative Discovery**: Exceptional at workflow analysis, process design, and identifying friction points. Uses structured discovery to map customer needs into ClickUp.
- **Project and Program Management**: Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes. Skilled at running structured account plans.
- **Data and Reporting**: Comfortable using dashboards and metrics to communicate health, adoption, and ROI. Interprets usage data to drive recommendations.
- **Customer Engagement**: Executive presence and strong communication skills. Builds trust at both ATL and BTL levels through credibility and clarity.
- **Account Ownership**: Full accountability for assigned book of business: proactive, organized, and driven to achieve measurable outcomes.
- **Collaboration and Influence**: Works cross-functionally with account team, Product, and Sales to align on outcomes. Influences without authority through insight and results.

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