Senior Technical Account Manager - Customer Success (AMER)

📋 Description

• • The Senior Technical Account Manager - Customer Success serves as a strategic partner and trusted advisor to customers, combining strong relationship management with a deep understanding of ClickUp’s platform and capabilities to support long‑term growth, adoption, and measurable business outcomes; this role sits at the intersection of customer success, solution strategy, and technical enablement, working to ensure customers see continuous value throughout their lifecycle while driving process optimization, workflow design, and AI enablement initiatives.
• • On a day‑to‑day basis the incumbent leads or supports end‑to‑end onboarding and implementation of ClickUp, translating functional and technical requirements into scalable solutions such as workflows, templates, hierarchies, and automations; guides customers through foundational setup, integration, and enablement while promoting best‑practices, system governance, and change management; monitors seat utilization, adoption trends, and Champion/Stakeholder engagement to assess account health; builds and executes adoption plans and conducts regular account reviews to maintain or improve health, identifies risks early and creates recovery plans in partnership with the account team, and delivers ongoing change management and enablement to ensure customers continue to evolve and mature with the platform; conducts Intake → Execution → Reporting (IER) cycles for key workflows, leads discovery sessions to map current‑state versus future‑state processes, recommends optimizations and creates workflow templates that can be scaled across teams; drives adoption of ClickUp AI and builds custom workflow Agents tied to specific customer use cases, partners with customers to define and deliver new AI automations that align with business KPIs, provides technical training and consultation on AI and automation best practices including prompt design, agent architecture, and scaling use cases across teams, and tracks and reports AI usage and credit consumption against plan; serves as the technical partner to assigned accounts, connecting adoption to business value, generates qualified leads through data‑driven insights and AI usage analysis, and drives cross‑functional alignment to position renewals, expansions, and AI upsells; acts as the voice of the customer, translating business objectives and pain points into actionable insights for Product, Engineering, and Support, and partners with account teams to maintain alignment between delivery and success.
• • ClickUp, backed by Mango Technologies, Inc., is an AI‑native company building the first truly converged AI workspace that unifies tasks, docs, chat, calendar, and enterprise search, all supercharged by context‑driven AI; every team member is expected to leverage AI daily, and AI fluency is evaluated as part of the hiring process, offering the Senior Technical Account Manager a chance to work at the forefront of AI‑powered productivity tools and to help redefine what is possible for modern work.
• • In this role you can develop deep technical acumen of the ClickUp platform, automation logic, integrations, and AI Agent functionality; strengthen AI expertise in generative AI concepts, prompt design, and automation frameworks; hone consultative discovery skills for workflow analysis, process design, and friction‑point identification; improve project and program management abilities to manage complex customer programs with multiple stakeholders, deadlines, and outcomes; become comfortable using dashboards and metrics to communicate health, adoption, and ROI and to interpret usage data for recommendations; build executive presence and strong communication skills to engage both ATL and BTL stakeholders; gain full accountability for a book of business, driving measurable outcomes through proactive, organized effort; and enhance collaboration and influence capabilities to work cross‑functionally with account teams, Product, and Sales, influencing outcomes without authority through insight and results, all while building a bold career focused on impact and innovation in an AI‑driven environment.