Technical Account Manager

About the role

This role involves supporting client satisfaction and loyalty by building relationships and providing service to both small to mid-market clients and specific accounts. The ideal candidate will thrive in a startup environment and have a background in customer success within a SaaS company.

Key facts

What you'll do

• Develop and manage engagement plans for a diverse client portfolio using both broad and tailored approaches.
• Conduct in-depth discovery sessions to understand customer needs and suggest actionable strategies for success.
• Build trusted relationships with key stakeholders, identifying and nurturing client champions to drive adoption and advocacy.
• Gather, analyze, and translate functional and technical requirements into customized ClickUp solutions.
• Act as a product expert, advising customers on using ClickUp's features to streamline workflows and solve complex business challenges.
• Analyze customer product usage data and translate it into practical recommendations.
• Conduct ROI analysis to demonstrate the tangible benefits of ClickUp solutions.
• Proactively engage with customers to evaluate progress, address roadblocks, and uncover new opportunities for success.
• Collaborate with customers to establish clear business goals, success metrics, and timelines.
• Prioritize the customer experience, lead by example, be a doer, and monitor adherence to policies and procedures.
• Contribute to the development and optimization of regional and global operational processes.

Requirements

• At least 2 years of experience in a customer-facing SaaS role, preferably in Customer Success or Account Management.
• Strong communication and interpersonal skills, with the ability to build rapport and trust with customers of various levels and segments.
• Resilient and adaptable, especially in a fast-paced startup environment.
• Understanding of industry-specific workflows, particularly in services, software development, marketing, and PMO.
• Experience working with various teams to achieve customer outcomes (Marketing, Finance, Product, Sales, Support).
• Ability to operate within regional time zones.
• Positive attitude, self-driven, proactive, empathetic, and high energy.

Skills & tools

• CRM
• Salesforce
• Tableau
• Outreach
• Apollo
• Front

Practical notes

• Visa sponsorship is not available for this role as it is outside of engineering and product.
• ClickUp uses AI and machine learning to help review and screen applications, but human decision-making is always involved.
• All official communication will come from an @clickup.com email or the official careers portal.