Senior CX Operations & Services Leader

Doist; United States; On-site; USD 140,000 - 180,000; Full time

Job summary

ClickUp seeks a Senior Manager, CX Operations to own the strategy and execution for TAM Operations within Services & Success. You will lead the AI‑driven workflow layer, set operating rhythms, and drive cross‑functional alignment across Sales, Product & Engineering, Finance and Support to optimize customer engagement and outcomes.

The role requires expertise in services operations, data analytics, and executive stakeholder management, with a proven track record of delivering scalable,

Qualifications

• 8+ years in an Operations and/or Strategy role focused on Professional Services, Customer Success, or similar post‑sales functions.
• Proven experience owning or leading a services operations, CS operations, or similar function with strategy and cross‑functional execution.
• Experience designing and deploying AI-powered workflows with measurable outcomes.

Responsibilities

• Own the strategy, execution, and leadership for TAM Operations across Services & Success.
• Set operating rhythms, performance standards, and oversee AI agent harness and automation for TAM.
• Lead cross‑functional alignment across Sales, Product, Engineering, Finance and Support.
• Own annual planning, budgeting inputs, forecasting, and quarterly business reviews.
• Build scalable AI‑driven workflows and quality metrics that improve retention and expansion.
• Drive capacity modeling, workload balance, and territory coverage in TAM.

Skills

Executive stakeholder engagement

AI workflow design

Data analysis & BI

Strategic thinking

Leadership

Cross-functional collaboration

Forecasting & budgeting

Operations leadership

Tools

Salesforce

ClickUp

Gong

Outreach

Job description

ClickUp seeks a Senior Manager, CX Operations to own the strategy and execution for TAM Operations within Services & Success. You will lead the AI‑driven workflow layer, set operating rhythms, and drive cross‑functional alignment across Sales, Product & Engineering, Finance and Support to optimize customer engagement and outcomes.

The role requires expertise in services operations, data analytics, and executive stakeholder management, with a proven track record of delivering scalable,