# Technical Implementation Manager

**Company:** [ClickUp](https://hotfix.jobs/companies/clickup)
**Location:** Remote
**Role:** Customer Success
**Skills:** Clickup, Generative AI, Prompt Design, AI Agents, Workflow Automation, Integrations, Project Management, Program Management, Data Dashboards, Account Health Management, Customer Onboarding, Change Management, Workflow Analysis, Data Models, Reporting
**Posted:** 2026-07-20

> Supports customer onboarding, adoption, workflow optimization, and AI enablement across an assigned portfolio. The role combines technical solution configuration, account health management, consultative discovery, and collaboration with sales and customer-success teams.

## Job Description

## Responsibilities

### Customer Enablement & Onboarding
- Support end-to-end onboarding and implementation for assigned customers using established discovery frameworks, templates, and project plans.
- Translate functional and technical requirements into ClickUp solutions for standard use cases, with guidance from senior Technical Account Managers when needed.
- Guide customers through setup, integrations, and change-management fundamentals, escalating complex scenarios appropriately.
- Use AI-assisted workflows to prepare for discovery, summarize implementation decisions, and improve customer follow-up.

### Account Health Management
- Monitor utilization, feature adoption, and stakeholder engagement across an assigned book of business.
- Execute standard adoption plays and account-review cadences.
- Identify risks early and partner with senior Technical Account Managers and account teams on recovery plans.
- Run recurring customer meetings, share usage summaries and recommended next steps, and capture follow-ups.
- Connect AI adoption, automation usage, and workflow improvements to measurable customer outcomes.

### Workflow Mapping
- Conduct Intake → Execution → Reporting cycles for core customer workflows using established guides and templates.
- Recommend optimizations based on documented best practices and apply workflow templates.
- Maintain documentation of customer workflows, data models, and configuration decisions.
- Use AI to analyze repetitive workflow patterns and identify process friction, validating outputs before customer use.

### AI Enablement & Agent Deployment
- Support adoption of ClickUp AI by configuring and testing standard AI workflows and automations.
- Provide training and consultation on existing AI and automation patterns, escalating novel or complex use cases.
- Track and report AI usage and credit consumption against plan.
- Evaluate AI-generated outputs for accuracy, usefulness, and business relevance.
- Help customers use AI to reduce manual work, improve reporting, and accelerate repeatable workflows.

### Customer Success & Expansion
- Serve as the technical partner for assigned accounts and connect usage to business value.
- Identify expansion signals and pass qualified leads and insights to the account team.
- Collaborate with Sales and Customer Success on renewals, expansions, and AI upsells.

### Cross-Functional Collaboration
- Partner with account teams, Product, and Services to align delivery and customer success.
- Share customer feedback using clear problem statements and reproducible examples.
- Collaborate with senior Technical Account Managers and internal stakeholders on complex initiatives.

## Requirements & Competencies

- Solid understanding of platform capabilities, automation logic, integrations, and AI agent functionality.
- Ability to learn and adopt new features and solution patterns quickly.
- Experience using generative AI, prompt design, and automation frameworks in customer-facing work.
- Ability to implement standard AI use cases and identify when senior support is needed.
- Strong consultative discovery and workflow-analysis skills.
- Strong project and time-management skills across multiple accounts and workstreams.
- Comfortable using dashboards and metrics to communicate account health, adoption, and ROI.
- Strong communication, executive presence, expectation-setting, and follow-through.
- Ability to build trust with customer stakeholders through reliable execution.

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