Senior Technical Account Manager

About the role

ClickUp is hiring a Senior Technical Account Manager to serve as a strategic partner for customers, combining relationship management with technical expertise across the platform. This position bridges customer success, solution strategy, and technical enablement to drive adoption and measurable business results. You will own account health and guide customers through their full lifecycle while working closely with Sales, Product, and Support teams.

Key facts

What you'll do

• Lead end-to-end onboarding and implementation, from initial discovery through training and go-live support
• Convert functional and technical requirements into scalable configurations including workflows, templates, hierarchies, and automations
• Track seat utilization, adoption patterns, and stakeholder engagement across your accounts
• Build and run adoption plans and account reviews to maintain or improve account health
• Identify risks early and develop recovery strategies with the account team
• Conduct Intake, Execution, Reporting (IER) cycles for key customer workflows
• Run discovery sessions to document current-state versus future-state processes
• Create workflow templates and recommend optimizations that scale across teams
• Drive adoption of ClickUp AI and build custom workflow Agents tied to specific customer use cases
• Define and deliver AI automations aligned with customer business KPIs
• Provide technical training on AI and automation practices including prompt design, agent architecture, and scaling use cases
• Monitor and report AI usage and credit consumption against customer plans
• Generate qualified leads through data analysis and AI usage insights
• Position renewals, expansions, and AI upsells through cross-functional coordination
• Represent customer needs and pain points to Product, Engineering, and Support teams

Requirements

• Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality
• Ability to translate business needs into technical solutions
• Familiarity with generative AI concepts, prompt design, and automation frameworks
• Skill at identifying and scoping AI use cases and consumption plans
• Strong workflow analysis, process design, and friction point identification abilities
• Experience managing complex customer programs with multiple stakeholders, deadlines, and outcomes
• Comfort using dashboards and metrics to communicate health, adoption, and ROI
• Executive presence and strong communication skills at both above-the-line and below-the-line levels
• Full accountability mindset for assigned book of business
• Ability to influence cross-functionally without direct authority
• AI fluency evaluated as part of the hiring process

Nice to have

• Experience running structured account plans
• Background in change management and enablement

Skills & tools

• ClickUp platform and AI features
• Workflow automation and agent architecture
• Dashboard and metrics reporting
• Integration configuration
• Prompt design for AI applications

Practical notes

• Visa sponsorship is not available for this role
• ClickUp may use AI and machine learning technologies to help review applications
• Contact AskPeople@ClickUp.com for recruitment accommodations
• All official communication comes from @clickup.com emails or the careers portal on clickup.com