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About the role
Key responsibilities & impact- Lead end-to-end onboarding and implementation of ClickUp from discovery and solution design through 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, integrations and enablement while promoting best practices, system governance and change management
- Monitor seat utilization, adoption trends and Champion/Stakeholder engagement
- Build and run adoption plans and account reviews
- Identify risks and build recovery plans with the account team
- Deliver ongoing change management and enablement
- Run Intake → Execution → Reporting cycles for key workflows
- Lead discovery sessions mapping current-state and future-state processes
- Recommend optimizations and create scalable workflow templates
- Drive adoption of ClickUp AI and build custom workflow Agents
- Define and deliver AI automations aligned to customer business KPIs
- Provide technical training and consultation on AI and automation best practices, prompt design, agent architecture and scaling use cases
- Track and report AI usage and credit consumption against plan
- Serve as the technical partner to assigned accounts and connect adoption to business value
- Provide continued and managed services throughout the post-implementation lifecycle
- 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 customer success
Requirements
What you’ll need- 5+ years in a customer-facing SaaS role
- 2+ years of hands-on experience with ClickUp, Asana, Monday.com, Smartsheet, Wrike, Jira or a comparable work management/project management platform
- Direct experience leading enterprise SaaS implementations or onboarding programs end-to-end, and/or a proven track record managing a book of business ($2M+ ARR) with measurable retention and expansion outcomes
- Demonstrated experience building and deploying AI-powered workflows, agents or automations in a business context
- Strong project and program management skills, including complex, multi-stakeholder engagements
- Experience with professional services, implementation management or consulting at a SaaS company preferred
- Hands-on experience with agentic tools and frameworks such as Claude, n8n, Make, Zapier or LangChain preferred
- Technical aptitude with integrations, APIs, automation logic and data modeling preferred
- Experience positioning or selling services alongside renewals and expansions preferred
- AI fluency, including designing, building and scaling AI-powered workflows and agents
- Executive presence and strong communication skills
- Experience with dashboards, metrics, account plans, health, adoption and ROI reporting
- Visa sponsorship is unavailable for roles outside 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