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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading technical discovery, delivering tailored demos, and translating stakeholder requirements into actionable solutions. Proficient in managing complex B2B SaaS evaluations and fostering collaboration across teams to enhance customer experiences.
Highest-signal resume keywords
Technical Discovery LeadershipCustomer-Facing Technical Role ExperienceAPIs And Integrations DiscussionPresentation And Executive Communication SkillsB2B SaaS Evaluation Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Solution RecommendationsWorkflow DesignData Migration ConsiderationsBusiness Process MappingTechnical StorytellingProof-Of-Value WorkAutomation PlatformsIntegration PlatformsWeb ServicesAI-Enabled Product Workflows
Soft Skills
Consultative JudgmentAdaptabilityOwnershipClear Follow-ThroughCollaboration
Tools & Technologies
ClickUpCRM PlatformsCollaboration ToolsProductivity ToolsAutomation Tools
Industry Keywords
Customer NeedsStakeholder RequirementsTechnical ValidationRFP ResponsesChange ManagementComplex Evaluations
About the role
Key responsibilities & impact- Partner with Sales and Success to lead technical discovery and deliver tailored demos
- Show how ClickUp, integrations, and AI-enabled workflows map to customer needs
- Design and lead proof-of-value or proof-of-concept work
- Translate stakeholder requirements into solution recommendations, workflow designs, reporting approaches, and lightweight technical architecture
- Support technical validation in live opportunities, including integration discussions, data migration considerations, security and process questions, and RFP responses
- Build custom reports, dashboards, and demo environments reflecting real customer use cases
- Stay current on product capabilities and releases and connect new features to customer needs
- Work with Account Executives, Customer Success, Product, and Engineering to remove blockers and improve the customer experience
Requirements
What you’ll need- Experience in a customer-facing technical role in software, such as pre-sales, solutions engineering, sales engineering, technical consulting, implementation, or a closely related path
- Demonstrated ability to lead technical discovery, live demos, and solution conversations with business and technical stakeholders
- Ability to turn ambiguous customer problems into structured recommendations, persuasive narratives, and practical next steps
- Comfort discussing APIs, integrations, automation, data flows, and change-management considerations in clear, customer-friendly language
- Strong presentation and executive communication skills, with the ability to influence technical and non-technical audiences
- Consultative, outcomes-oriented judgment that balances technical depth with commercial urgency
- Ability to manage multiple customer opportunities and priorities with ownership, adaptability, and clear follow-through
- Experience supporting complex B2B SaaS evaluations with multiple stakeholders and proof-of-value work
- Familiarity with workflow, collaboration, productivity, CRM, support, or automation platforms
- Hands-on experience with integration platforms, web services, APIs, or adjacent solution-design tools
- Experience with business process mapping, value-based selling, and technical storytelling
- Exposure to AI-enabled product workflows and the ability to explain their practical customer value
- Effective collaboration across U.S. business hours
- Must be legally authorized to work in the country where based
- ClickUp is unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product
Benefits
Comp & perks- Equity
- 401k
- Health, Dental, and Vision insurance
- Spending accounts
- Life & Disability
- Paid parental leave
- Flexible paid time off
- Enhanced employee assistance program
- Employee wellness stipend
- Professional development stipend