Job Overview
Location
United States of America
Job Type
Full-time
Category
Customer Success
Date Posted
March 24, 2026
Full Job Description
đź“‹ Description
- • The Bilingual Senior Technical Account Manager - Customer Success role at ClickUp is a strategic, customer-facing position that combines deep technical expertise with relationship management to drive long-term customer success, adoption, and measurable business outcomes through the ClickUp platform. This role is critical in helping enterprise customers unlock the full value of ClickUp’s AI-powered workspace by guiding them through onboarding, optimizing workflows, and enabling advanced features like AI Agents and automation.
- • The person will serve as a trusted advisor and technical partner to assigned accounts, ensuring customers achieve their goals through proactive engagement, solution design, and continuous value delivery, while acting as the voice of the customer to influence product, engineering, and support teams.
- • What the person will do day to day:
- • Lead end-to-end onboarding and implementation for new customers, translating business and technical requirements into scalable ClickUp solutions including workflows, templates, hierarchies, and automations, while providing training and go-live support to ensure a strong foundation for adoption.
- • Monitor and manage account health by tracking seat utilization, adoption trends, and stakeholder engagement, building and executing adoption plans and conducting regular account reviews to identify risks early and drive retention and expansion opportunities.
- • Conduct Intake → Execution → Reporting (IER) workflow mapping sessions to analyze current-state processes, design future-state optimizations, and create scalable workflow templates that improve efficiency and align with customer KPIs.
- • Drive adoption of ClickUp AI by scoping use cases, designing prompt engineering strategies, deploying custom AI Agents, and providing technical training on automation best practices, while tracking AI usage and credit consumption against customer plans.
- • Serve as the technical success partner by connecting platform adoption to business value, generating qualified expansion leads through data insights, and collaborating with Sales and Product teams to position renewals, upsells, and AI-driven growth opportunities.
- • Act as a cross-functional liaison by gathering customer feedback, pain points, and business objectives during discovery sessions and translating them into actionable insights for Product, Engineering, and Support teams to inform roadmap decisions and improve the platform.
- • The team at ClickUp is a bold, innovative, and customer-obsessed organization committed to redefining the future of work through its all-in-one AI-powered workspace. The Customer Success team operates at the intersection of technology, strategy, and human connection, empowering teams worldwide to break down silos, reclaim time, and achieve more with less friction.
- • In this role, the person will develop deep expertise in enterprise SaaS customer success, AI enablement, workflow automation, and technical consulting, while building executive-level communication and influence skills. They will gain hands-on experience shaping customer outcomes at scale and have the opportunity to grow into leadership roles within Customer Success, Solutions Architecture, or Product Strategy as they drive measurable impact and innovation.
🎯 Requirements
- • Bilingual fluency in English and Spanish, both written and verbal, to effectively engage with Spanish-speaking customers and stakeholders.
- • Proven experience in technical account management, customer success, or solutions consulting within a SaaS or technology environment, preferably with exposure to workflow automation, AI tools, or enterprise software platforms.
- • Strong technical acumen with the ability to understand and explain complex platform features such as automations, integrations, hierarchies, and AI Agent functionality, and translate business needs into technical ClickUp configurations.
- • Demonstrated skill in consultative discovery, process mapping, and workflow optimization using frameworks like IER (Intake → Execution → Reporting) to identify inefficiencies and design scalable solutions.
- • Experience managing complex customer programs with multiple stakeholders, including project planning, account planning, and driving cross-functional alignment to achieve measurable outcomes.
- • Proficiency in using data dashboards, usage metrics, and reporting tools to monitor account health, adoption trends, and ROI, and to make data-driven recommendations for optimization and expansion.
🏖️ Benefits
- • Comprehensive health, dental, and vision insurance plans with options for individuals and families, including mental health and wellness support.
- • Generous paid time off (PTO) policy, company holidays, and flexible work arrangements to support work-life balance and personal well-being.
- • 401(k) retirement plan with company matching to help employees build long-term financial security.
- • Professional development stipend and access to learning resources, including opportunities to attend industry events, earn certifications, and grow technical and leadership skills.
- • Equity participation through stock options, allowing employees to share in the company’s success and long-term growth.
- • Collaborative, inclusive, and mission-driven culture that values innovation, autonomy, and impact, with regular team events and recognition programs.
Skills & Technologies
Senior
Onsite
About Mango Technologies, Inc.
ClickUp is a San Diego-based productivity platform that unifies tasks, documents, goals, chat, and whiteboards in one cloud workspace. Founded in 2017, the company serves individuals, startups, and large enterprises seeking to replace scattered tools with a single, customizable hub. Its feature set includes hierarchical task management, real-time collaboration, time tracking, reporting dashboards, and hundreds of pre-built templates and integrations. ClickUp targets teams in software development, marketing, and operations that need to plan, execute, and monitor work without switching applications.
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