Manager, Technical Account Management

About the role

ClickUp is seeking a Manager for Technical Account Management to lead a team supporting mid-market and enterprise clients across the Americas. This role focuses on improving team performance, clarifying customer journeys from onboarding to renewal, and transforming complex client needs into repeatable, scalable solutions. The mission is to ensure customers quickly gain value, deepen their use of the platform, maintain long-term engagement, and expand their services through a data-driven, AI-enhanced approach.

Key facts

What you'll do

• Guide and develop a team of post-sales customer leaders for mid-market and enterprise accounts in the AMER region.
• Establish a clear operational rhythm with defined goals, performance expectations, coaching sessions, and visible KPIs for the team.
• Ensure consistent execution of the customer engagement process during onboarding, adoption, expansion, and renewal risk periods.
• Utilize customer health indicators, usage data, renewal timelines, and account context to help the team prioritize effectively and intervene proactively.
• Lead or contribute to renewal strategy discussions, deal reviews, and executive business reviews, linking customer activity to business value and growth.
• Collaborate closely with Sales, Professional Services, Solutions, and Product teams to provide a smooth customer experience and resolve issues.
• Represent customer needs internally by identifying trends, risks, feedback, and opportunities to inform process improvements and product direction.
• Bring clarity to a dynamic environment by refining team operations, decision-making, and customer coverage scalability.
• Implement AI-driven workflows, agents, and automated playbooks to increase account coverage and quality with less manual effort.
• Contribute specialized knowledge to scalable AI tools and processes that extend TAM best practices to the entire customer base.
• Promote AI adoption within the team, expecting every TAM to use AI to amplify their daily customer interactions.

Requirements

• Extensive background in Customer Success, Technical Account Management, or similar post-sales SaaS roles, including managing customer-facing teams.
• Experience supporting mid-market and enterprise B2B SaaS customers, with a focus on retention, adoption, expansion, and executive stakeholder management.
• Demonstrated ability to coach teams through onboarding, value realization, renewal strategy, risk mitigation, and growth opportunities across accounts.
• Strong operational judgment, including comfort using health scores, adoption data, renewal timelines, and account signals for prioritization and improved outcomes.
• Strong leadership, communication, and cross-functional collaboration skills, with the ability to influence internal stakeholders and customer decision-makers.
• A clear sense of ownership, strong prioritization habits, and the ability to operate effectively in a fast-paced environment with changing priorities.
• Ability to transform ambiguous situations into actionable plans by creating structure, reinforcing accountability, and enabling consistent team execution.
• Proven capability to integrate AI tools into team workflows to enhance speed, coverage, and customer outcomes.
• Willingness to contribute expertise to building scalable AI-driven processes, not just using existing tools.

Nice to have

• Experience with work management, collaboration, CRM, customer success, or workflow platforms where product adoption and change management are key.
• Experience using tools like Gainsight, Salesforce, or similar systems for account health, renewal planning, forecasting, and customer insights.
• Experience building or scaling post-sales processes, playbooks, or team operating models in a high-growth setting.
• Comfort leading executive business reviews, cross-functional account strategy conversations, and customer recovery plans for at-risk accounts.
• Experience building or deploying AI agents, automated playbooks, or intelligent workflow systems to reduce manual effort and improve customer coverage.

Skills & tools

• Gainsight
• Salesforce
• AI tooling

Practical notes

• Visa sponsorship is not available for this role.
• ClickUp uses AI and machine learning in the application review process, which supports human decision-making.
• For questions or accommodation needs in recruitment, contact AskPeople@ClickUp.com.