Senior Technical Account Manager (Customer Success, America)

ClickUp; United States; On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

16” MacBook Pro

Moving Expenses

$200/mo commuter benefits

Team lunches each week

401(k) match up to 2%

Unlimited snacks, kombucha, and cold-b

Health insurance

Dental insurance

ClickUp swag

Teammate recognition rewards

Flexible PTO

Job summary

ClickUp is seeking a Senior Technical Account Manager - Customer Success to serve as a strategic partner and trusted advisor. You will blend relationship management with deep product knowledge to drive adoption, value, and measurable outcomes across your customer portfolio.

You will lead onboarding, design scalable workflows, and enable customers with AI features, while coordinating with Sales, Product, and Support to ensure long-term success and renewals.

Qualifications

• Proven ability to drive adoption and value across large customer portfolios.
• Strong analytical and consultative discovery skills.
• Deep understanding of ClickUp capabilities and integrations.

Responsibilities

• Lead onboarding and success plans to ensure initial and ongoing value.
• Manage account health, stakeholder alignment, and retention strategies.
• Design scalable workflows and AI-enabled solutions for customers.
• Partner with Product, Sales and Support to align outcomes and renewals.

Skills

Executive presence

Customer success

Relationship management

Solution strategy

Technical enablement

AI and automation

Workflow design

Adoption planning

Change management

Cross-functional collaboration

Tools

ClickUp Platform

AI features

Automation tooling

Job description

• We’re looking for a Senior Technical Account Manager - Customer Success to act as a strategic partner and trusted advisor to our customers, blending strong relationship management with a deep understanding of ClickUp’s 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 Technical Account Manager - Customer Success 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 you’ll support technical initiatives like process optimization, workflow design, and AI enablement, you’ll also own the overall health, engagement, and strategic direction of your account
• You’ll work cross-functionally with Sales, Product, and Support to align efforts and ensure each customer’s success story is long‑term, scalable, and impactful
• Senior Technical Account Manager - Customer Success 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
• Senior Technical Account Manager - Customer Success at ClickUp act as the strategic and technical owner of the customer relationship, ensuring every customer achieves measurable success through ClickUp product and AI feature set
• 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
• 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
• 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
• 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
• 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

Benefits

• 16” MacBook Pro
• Moving Expenses
• $200/mo commuter benefits
• Team lunches each week
• 401(k) match up to 2%
• Unlimited snacks, kombucha, and cold brew
• Health insurance
• Dental insurance
• ClickUp swag
• Teammate recognition rewards
• Flexible PTO

• Customer Engagement: Executive presence and strong communication skills. Builds trust at both ATL and BTL levels through credibility and clarityAccount 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
• Consultative Discovery: Exceptional at workflow analysis, process design, and identifying friction points. Uses structured discovery to map customer needs into ClickUp
• Technical Acumen: Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality. Able to translate business needs into technical solutions
• Data and Reporting: Comfortable using dashboards and metrics to communicate health, adoption, and ROI. Interprets usage data to drive recommendations
• AI Expertise: Familiar with generative AI concepts, prompt design, and automation frameworks. Skilled at identifying and scoping AI use cases and consumption plans
• Project and Program Management: Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes. Skilled at running structured account plans