Senior Technical Account Manager - Customer Success (AMER)

Role overview

This job description has been rewritten in fresh language using the facts in the listing. Source credit and original listing details are available below.

ClickUp is hiring a full-time Senior Technical Account Manager – Customer Success for a remote role in the United States, with listed compensation of $110,000–$150,000 per year. The position owns the strategic and technical relationship for assigned customers, helping them adopt ClickUp, realize measurable business value, and grow their use of the platform over time.

The work spans onboarding and implementation, account health, workflow design, and adoption of ClickUp AI and automation. You’ll guide customers from process discovery and solution design through training and ongoing optimization, while coordinating with Sales, Product, Engineering, and Support to address customer needs and support renewals and expansion.

ClickUp expects team members to use AI daily and includes AI fluency in its hiring evaluation. The company states it cannot sponsor or assume sponsorship of employment visas for roles outside engineering and product; sponsorship for those role groups is not guaranteed.

Role at a glance: Remote, full-time customer success role managing ClickUp adoption, technical solutions, AI enablement, and account outcomes for $110,000–$150,000 per year.

Responsibilities mentioned in the listing

• Lead or support customer onboarding and implementation, including discovery, solution design, training, and go-live assistance.
• Translate customer requirements into scalable ClickUp workflows, templates, hierarchies, integrations, and automations; advise on setup, governance, and change management.
• Monitor account health, adoption, seat use, and stakeholder engagement; create adoption plans, conduct account reviews, identify risks, and coordinate recovery plans.
• Map customer workflows using Intake → Execution → Reporting cycles, assess current and desired processes, and recommend improvements and reusable templates.
• Promote ClickUp AI and automation, configure or guide custom workflow Agents, and help customers define use cases aligned with business KPIs.
• Train and advise customers on AI and automation practices, including prompt design, agent architecture, and scaling use cases; track AI usage and credit consumption against plan.
• Connect platform adoption to customer business value, identify qualified leads from usage insights, and align with account teams on renewals, expansions, and AI upsells.

Qualifications stated in the listing

• Strong knowledge of ClickUp capabilities, automation logic, integrations, and AI Agent functionality, with the ability to turn business needs into technical solutions.
• Familiarity with generative AI, prompt design, and automation frameworks, including identifying and scoping AI use cases and consumption plans.
• Skill in consultative discovery, workflow analysis, process design, and identifying customer friction points.
• Ability to manage complex customer programs, multiple stakeholders, deadlines, outcomes, and structured account plans.
• Comfort using dashboards and metrics to report on account health, adoption, and ROI, and interpret usage data to inform recommendations.
• Strong communication and customer engagement skills, including the ability to build trust with stakeholders at different levels.
• Proactive, organized ownership of an assigned customer portfolio, with a focus on measurable outcomes.
• Ability to collaborate across account teams, Product, and Sales and influence outcomes through insight and results.