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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in ClickUp platform capabilities, AI automation, and workflow design, while effectively managing customer success initiatives and cross-functional collaboration. Proven ability to translate business needs into technical solutions and drive adoption through strategic planning and execution.
Highest-signal resume keywords
ClickUp Platform ExpertiseAI Automation Best PracticesWorkflow Analysis and Process DesignCross-Functional CollaborationCustomer Onboarding and Implementation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ClickUp Automation LogicGenerative AI ConceptsPrompt DesignAccount PlanningData-Driven InsightsTechnical TrainingChange ManagementIntegration ManagementWorkflow Template CreationAI Usage Tracking
Soft Skills
Strong Communication SkillsExecutive PresenceTrust BuildingInfluencing Without AuthorityStakeholder Management
Tools & Technologies
ClickUpAI AgentsDashboardsMetrics ReportingAutomation Frameworks
Industry Keywords
Customer SuccessAccount HealthStakeholder EngagementBusiness KPIsChange Management
About the role
Key responsibilities & impact- Act as a strategic partner and trusted advisor to customers
- Develop success plans, guide onboarding and adoption, and ensure stakeholders see continuous value
- Own account health, engagement, and strategic direction across the assigned customer portfolio
- Work cross-functionally with Sales, Product, and Support to drive customer success
- Guide new teams through implementation, onboarding, and training
- Translate functional and technical requirements into scalable ClickUp workflows, templates, hierarchies, and automations
- Guide foundational setup, integrations, enablement, best practices, system governance, and change management
- Monitor seat utilization, adoption trends, Champion/Stakeholder engagement, and account health
- Build and execute adoption plans and account reviews
- Identify risks and build recovery plans with the account team
- Conduct Intake → Execution → Reporting (IER) cycles for key workflows
- Lead discovery sessions to map current-state and future-state processes
- Recommend optimizations and create workflow templates for scale
- Drive adoption of ClickUp AI and deploy custom workflow Agents
- Define and deliver AI automations aligned with customer business KPIs
- Provide technical training and consultation on AI and automation best practices
- Track and report AI usage and credit consumption
- Connect customer adoption to business value
- Generate qualified leads through data-driven insights and AI usage analysis
- Support renewals, expansions, and AI upsells through cross-functional alignment
- Translate customer objectives and pain points into actionable insights for Product, Engineering, and Support
- Partner with account teams to align delivery and success
Requirements
What you’ll need- Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality
- Familiarity with generative AI concepts, prompt design, and automation frameworks
- Skilled at identifying and scoping AI use cases and consumption plans
- Exceptional workflow analysis and process design skills
- Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes
- Experience running structured account plans
- Comfortable using dashboards and metrics to communicate health, adoption, and ROI
- Executive presence and strong communication skills
- Ability to build trust at ATL and BTL levels
- Full accountability for an assigned book of business
- Ability to work cross-functionally with account teams, Product, and Sales
- Ability to influence without authority through insight and results
- Ability to translate business needs into technical solutions
- Ability to lead or support customer onboarding and implementation
- Ability to guide customers through setup, integration, enablement, governance, and change management
- Ability to provide technical training and consultation on AI and automation best practices, including prompt design, agent architecture, and scaling use cases
- Ability to work with ClickUp AI and build custom workflow Agents
- Ability to track and report AI usage and credit consumption against plan
- Role is based in Ireland or the United Kingdom
- ClickUp cannot sponsor or take over sponsorship of an employment visa for roles outside engineering and product