Senior Strategic Services Consultant

ClickUp; Greater London; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading software company in Greater London seeks a Senior Strategic Services Consultant to serve as a trusted advisor to clients. The role requires strong relationship management skills, expertise in customer success strategies, and a deep understanding of AI and ClickUp's platform. Responsibilities include guiding onboarding processes, ensuring account health, and collaborating cross-functionally. Ideal candidates will have a technical acumen, consultative discovery skills, and experience in managing complex programs. Join us to shape the future of work!

Qualifications

• Deep understanding of ClickUp platform capabilities.
• Familiar with generative AI concepts and prompt design.
• Exceptional at workflow analysis and process design.
• Ability to manage complex customer programs.

Responsibilities

• Guide new teams through onboarding and implementation.
• Monitor account health and user adoption trends.
• Conduct discovery sessions for workflow mapping.
• Drive adoption of ClickUp AI and custom workflow Agents.
• Serve as the technical partner to assigned accounts.

Skills

Technical Acumen

AI Expertise

Consultative Discovery

Project and Program Management

Data and Reporting

Customer Engagement

Account Ownership

Collaboration and Influence

Job description

At ClickUp were not just building software. Were architecting the future of work! In a world overwhelmed by work sprawl we saw a better way. Thats why we created the first truly converged AI workspace unifying tasks docs chat calendar and enterprise search all supercharged by context-driven AI empowering millions of teams to break free from silos reclaim their time and unlock new levels of productivity. At ClickUp youll have the opportunity to learn use and pioneer AI in ways that shape not only our product but the future of work itself. Join us and be part of a bold innovative team thats redefining whats possible!

Were looking for a Senior Strategic Services Consultant to act as a strategic partner and trusted advisor to our customers blending strong relationship management with a deep understanding of ClickUps platform and capabilities. This role sits at the intersection of customer success solution strategy and technical enablement supporting long-term growth adoption and measurable business outcomes.

Senior Strategic Services Consultants at ClickUp lead with a customer-first mindset developing success plans guiding onboarding and adoption and ensuring stakeholders see continuous value throughout their lifecycle. While youll support technical initiatives like process optimization workflow design and AI enablement youll also own the overall health engagement and strategic direction of your accounts. Youll work cross-functionally with Sales Product and Support to align efforts and ensure each customers success story is long-term scalable and impactful.

Senior Strategic Services Consultants at ClickUp are responsible for delivering measurable value and driving meaningful business outcomes across their customer portfolio by focusing on :

• Customer Enablement & Onboarding : Guiding new teams through implementation onboarding and training to ensure a smooth start and foundational success.
• Account Health & Engagement : Proactively managing user adoption stakeholder alignment and account health to promote long-term success retention and growth opportunities.
• Process Optimization & Solution Design : Collaborating with customers to identify critical business processes map them to scalable solutions and drive efficiency through ongoing refinement and performance insights.
• Innovation Adoption & Workflow Automation : Empowering customers to leverage emerging features and technologies including AI and automation to enhance productivity streamline operations and deliver real-world impact.

Core Responsibilities

• New Customer Onboarding
• Lead or support the end-to-end onboarding and implementation of ClickUp from discovery and solution design to training and go-live support.
• Translate functional and technical requirements into scalable ClickUp solutions including workflows templates hierarchies and automations.
• Guide customers through foundational setup integration and enablement while promoting best-practices and system governance and change management.
• Account Health Management
• Monitor seat utilization adoption trends and Champion / Stakeholder engagement.
• Build and execute adoption plans and account reviews to maintain or improve health.
• Identify risks early and build recovery plans in partnership with the account team.
• Deliver ongoing change management and enablement ensuring customers continue to evolve and mature with the platform.
• Workflow Mapping (IER Framework)
• Conduct Intake Execution Reporting (IER) cycles for key workflows.
• Lead discovery sessions to map current-state vs. future-state processes.
• Recommend optimizations and create workflow templates to scale across teams.
• AI Enablement & Agent Deployment
• Drive adoption of ClickUp AI and build custom workflow Agents tied to customer use cases.
• Partner with customers to define and deliver new AI automations that align with business KPIs.
• Provide technical training and consultation on AI and automation best practices including prompt design agent architecture and scaling use cases across teams.
• Track and report AI usage and credit consumption against plan.
• Customer Success & Expansion
• Serve as the technical partner to assigned accounts connecting adoption to business value.
• Generate qualified leads through data-driven insights and AI usage analysis.
• Drive cross-functional alignment to position renewals expansions and AI upsells.
• Cross-Functional Collaboration
• Act as the voice of the customer translating business objectives and pain points into actionable insights for Product Engineering and Support.
• Partner with account teams to maintain alignment between delivery and success.

Core Skills & Competencies

• Technical Acumen : Deep understanding of ClickUp platform capabilities automation logic integrations and AI Agent functionality. Able to translate business needs into technical solutions.
• AI Expertise : Familiar with generative AI concepts prompt design and automation frameworks. Skilled at identifying and scoping AI use cases and consumption plans.
• Consultative Discovery : Exceptional at workflow analysis process design and identifying friction points. Uses structured discovery to map customer needs into ClickUp.
• Project and Program Management : Ability to manage complex customer programs with multiple stakeholders deadlines and outcomes. Skilled at running structured account plans.
• Data and Reporting : Comfortable using dashboards and metrics to communicate health adoption and ROI. Interprets usage data to drive recommendations.
• Customer Engagement : Executive presence and strong communication skills. Builds trust at both ATL and BTL levels through credibility and clarity.
• Account Ownership : Full accountability for assigned book of business : proactive organized and driven to achieve measurable outcomes.
• Collaboration and Influence : Works cross-functionally with account team Product and Sales to align on outcomes. Influences without authority through insight and results.

Unsure if you meet all the qualifications of this job description but are deeply excited about the role We hire based on ambition grit and a passion for improving the way people work. If you think ClickUp is the company for you we encourage you to apply!

At ClickUp we assess every candidate based on the potential impact they can have. We hire the best people for the job and support each persons journey to build their boldest career.

ClickUp is an Equal Opportunity Employer and qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity or national origin.

ClickUp collects and processes personal data in accordance with applicable data protection laws.

• European Job Applicant: see our privacy policy for further details.
• Philippine Job Applicant: see our and our Philippine Data Privacy Notice for further details.

Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.

ClickUp Talent Acquisition will only initiate contact via an @ email or through our official careers portal on . We will never request fees payments or sensitive personal information. Please disregard any offers received outside these channels and report them to

Required Experience :
Senior IC

Key Skills

• Anti Money Laundering
• Dynamics AX
• Editorial
• Gems Jewellery
• Accounts Reconciliation
• Information Technology

Employment Type :
Full Time

Experience :
years

Vacancy :
1