ClickUp24.03.2026
Bilingual Senior Technical Account Manager - Customer Success (AMER)
Полная занятостьУдалёнка
Обязанности
- 01Lead or support the end-to-end onboarding and implementation of ClickUp, from discovery and solution design to training and go-live support
- 02Translate functional and technical requirements into scalable ClickUp solutions, including workflows, templates, hierarchies, and automations
- 03Guide customers through foundational setup, integration, and enablement, while promoting best-practices and system governance and change management
- 04Monitor seat utilization, adoption trends, and Champion/Stakeholder engagement
- 05Build and execute adoption plans and account reviews to maintain or improve health
- 06Identify risks early and build recovery plans in partnership with the account team
- 07Deliver ongoing change management and enablement, ensuring customers continue to evolve and mature with the platform
- 08Conduct Intake → Execution → Reporting (IER) cycles for key workflows
- 09Lead discovery sessions to map current-state vs. future-state processes
- 10Recommend optimizations and create workflow templates to scale across teams
- 11Drive adoption of ClickUp AI and build custom workflow Agents tied to customer use cases
- 12Partner with customers to define and deliver new AI automations that align with business KPIs
- 13Provide technical training and consultation on AI and automation best practices, including prompt design, agent architecture, and scaling use cases across teams
- 14Track and report AI usage and credit consumption against plan
- 15Serve as the technical partner to assigned accounts, connecting adoption to business value
- 16Generate qualified leads through data-driven insights and AI usage analysis
- 17Drive cross-functional alignment to position renewals, expansions, and AI upsells
- 18Act as the voice of the customer, translating business objectives and pain points into actionable insights for Product, Engineering, and Support
- 19Partner with account teams to maintain alignment between delivery and success
Требования
- 01Bilingual in English and Spanish OR Portuguese
- 02Technical Acumen: Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality
- 03Able to translate business needs into technical solutions
- 04AI Expertise: Familiar with generative AI concepts, prompt design, and automation frameworks
- 05Skilled at identifying and scoping AI use cases and consumption plans
- 06Consultative Discovery: Exceptional at workflow analysis, process design, and identifying friction points
- 07Uses structured discovery to map customer needs into ClickUp
- 08Project and Program Management: Ability to manage complex customer programs with multiple stakeholders, deadlines, and ou