Job Overview
Location
USA
Job Type
Full-time
Category
Customer Success Manager
Date Posted
February 27, 2026
Full Job Description
đź“‹ Description
- • As a Senior Technical Account Manager - Strategic Services at ClickUp, you will be at the forefront of revolutionizing how businesses operate, serving as a pivotal strategic partner and trusted advisor to our most valued customers.
- • You will blend exceptional relationship management skills with a profound understanding of the ClickUp platform and its cutting-edge AI capabilities, ensuring our clients achieve their most ambitious business objectives.
- • This role is uniquely positioned at the nexus of customer success, intricate solution strategy, and advanced technical enablement, with the primary goal of fostering long-term growth, driving deep platform adoption, and delivering demonstrable, measurable business outcomes.
- • You will embody a customer-first mindset, meticulously developing bespoke success plans, expertly guiding clients through onboarding and adoption phases, and consistently ensuring that stakeholders perceive and realize continuous, tangible value throughout their entire customer lifecycle.
- • Your responsibilities will extend to championing technical initiatives, including the optimization of critical business processes, the sophisticated design of scalable solutions, and the strategic enablement of our clients' teams in leveraging AI technologies.
- • Beyond technical guidance, you will assume ownership of the overall health, engagement levels, and strategic trajectory of your assigned accounts, acting as a true advocate and strategic consultant.
- • A significant aspect of your role will involve close, cross-functional collaboration with our Sales, Product, and Support teams, ensuring a unified approach and aligning all efforts to guarantee that each customer's success story is not only impactful but also sustainable and scalable.
- • You will be instrumental in leading new customer onboarding, meticulously guiding teams through the entire implementation process, from initial discovery and solution design to comprehensive training and go-live support, ensuring a seamless and successful start.
- • A key responsibility is translating complex functional and technical requirements into robust, scalable ClickUp solutions, encompassing the creation of sophisticated workflows, tailored templates, optimized hierarchies, and powerful automations.
- • You will proactively manage user adoption trends, maintain strong stakeholder alignment, and diligently monitor account health to foster long-term success, drive retention, and identify valuable growth opportunities.
- • A critical function is the proactive identification of potential risks within accounts and the swift development of effective recovery plans, executed in close partnership with the broader account team.
- • You will deliver continuous change management and enablement programs, ensuring that customers not only adopt the platform but also evolve and mature their usage over time, maximizing their investment.
- • You will conduct detailed Intake → Execution → Reporting (IER) cycles for key customer workflows, leading in-depth discovery sessions to meticulously map current-state processes against desired future-state operations.
- • Based on these analyses, you will recommend strategic optimizations and develop scalable workflow templates that can be implemented across various teams within the customer's organization.
- • A significant focus will be on driving the adoption of ClickUp AI and developing custom AI Agents tailored to specific customer use cases, empowering them with intelligent automation.
- • You will partner closely with clients to define and implement new AI automations that directly align with their critical business Key Performance Indicators (KPIs).
- • Providing expert technical training and consultation on AI and automation best practices, including prompt design, agent architecture, and strategies for scaling AI use cases across enterprise-wide teams, will be a core duty.
- • You will meticulously track and report on AI usage and credit consumption against agreed-upon plans, ensuring transparency and efficient resource allocation.
- • As the primary technical partner for your assigned accounts, you will be responsible for connecting platform adoption directly to demonstrable business value, acting as a strategic advisor.
- • Leveraging data-driven insights and AI usage analysis, you will identify and generate qualified leads for potential expansion opportunities, including renewals, upsells, and AI-specific solutions.
- • You will serve as the crucial voice of the customer within ClickUp, effectively translating their business objectives and identified pain points into actionable insights and feedback for our Product, Engineering, and Support teams.
- • You will collaborate closely with account management teams to ensure seamless alignment between service delivery and customer success outcomes, fostering a unified and customer-centric approach.
- • Ultimately, you will be the strategic and technical owner of the customer relationship, ensuring every client achieves measurable success through the effective utilization of ClickUp's comprehensive product suite and its advanced AI features.
🎯 Requirements
- • Proven experience in a Technical Account Management, Customer Success, or similar client-facing technical role, with a strong emphasis on strategic relationship building and solution consulting.
- • Deep understanding of the ClickUp platform's capabilities, including its automation logic, integration frameworks, and AI Agent functionality, with the ability to translate complex business needs into effective technical solutions.
- • Familiarity with generative AI concepts, prompt design principles, and automation frameworks, coupled with a demonstrated skill in identifying, scoping, and planning for AI use cases and consumption.
- • Exceptional consultative discovery skills, including proficiency in workflow analysis, process design, and identifying operational friction points, utilizing structured methodologies to map customer requirements to platform solutions.
- • Demonstrated ability to manage complex customer programs involving multiple stakeholders, strict deadlines, and critical outcomes, with a track record of running structured account plans and driving successful project delivery.
- • Comfort and proficiency in utilizing dashboards and metrics to effectively communicate account health, adoption trends, and return on investment (ROI), interpreting usage data to formulate actionable recommendations.
- • Strong executive presence and exceptional communication skills, with the ability to build trust and credibility at both executive (ATL) and operational (BTL) levels through clear, concise, and impactful interactions.
- • A proactive, organized, and results-driven approach to account ownership, demonstrating full accountability for the assigned book of business and a relentless drive to achieve measurable outcomes.
- • Proven ability to collaborate effectively and influence stakeholders across cross-functional teams, including account management, Product, and Sales, to align on strategic objectives and achieve shared outcomes, often influencing without direct authority through insightful analysis and demonstrated results.
🏖️ Benefits
- • Opportunity to work with a rapidly growing, innovative AI-powered workspace company that is redefining the future of work.
- • Competitive salary and comprehensive benefits package, including health, dental, and vision insurance.
- • Generous paid time off (PTO) and holidays to ensure work-life balance.
- • Opportunities for professional development, continuous learning, and career advancement within a dynamic and fast-paced environment.
- • Be part of a culture that values ambition, grit, and a passion for improving how people work, with a focus on empowering employees to build their boldest careers.
- • Access to cutting-edge AI technologies and the chance to pioneer their application in shaping the future of productivity solutions.
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.
