The opportunity
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.
What you'll do
Build product and platform fluency so you can clearly explain ClickUp's: services, use cases, and value proposition to customers.
Manage the customer renewal schedule with at least six months of visibility,: using renewal timing and customer priorities to identify and develop expansion opportunities.
Run on-site and virtual workshops that strengthen customer capability,: empower users, uncover workflow needs, and support broader adoption.
Lead consultative customer conversations that connect ClickUp workflows to: business outcomes and build support across relevant stakeholders.
Develop and maintain 2-3x qualified expansion pipeline coverage, prioritizing: opportunities around compelling events and customer-led business initiatives.
Maintain a clear, evidence-based forecast with documented opportunity: context, risks, next steps, and customer commitments.
What they're looking for
- Partner with Customer Success / Renewals, Solutions Engineering, and Revenue: Operations to coordinate account plans, customer workshops, and expansion opportunities.
- Share customer and market insight that can improve account planning,: adoption, and the broader expansion motion.
- Experience in quota-carrying B2B SaaS sales, with clear ownership of: expansion, upsell, or cross-sell outcomes.
- A record of meeting or exceeding sales targets and explaining the pipeline: and deal actions that drove results.