Senior Technical Account Manager - Strategic Services

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀 We're looking for a Senior Technical Account Manager (TAM) 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. TAMs own the complete post-sales customer lifecycle, from initial implementation and onboarding through ongoing managed services, strategic expansion opportunities, and driving meaningful impact on renewal outcomes across their book of business. This role requires an AI-native professional who actively leverages generative and agentic AI in their day-to-day work, bringing firsthand expertise to help customers unlock the full potential of intelligent automation. TAMs 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 accounts. 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. Technical Account Managers (TAMs) 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. CORE RESPONSIBILITIES TAMs act as the strategic and technical owner of the customer relationship, ensuring every customer achieves measurable success through ClickUp product and AI feature set. New Customer Onboarding - 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. Account Health 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