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
Customer Enablement & Onboarding: Supporting customers through onboarding and implementation for assigned customers, following established discovery frameworks and implementation plans.
Account Health & Engagement: Monitoring adoption and account health within your book, executing standard plays to drive engagement, and escalating risks appropriately.
Process Optimization & Solution Design: Collaborating with customers to understand key workflows and configure ClickUp solutions using established best practices, templates, and guidance from senior TAMs.
Innovation Adoption & Workflow Automation: Guiding customers in adopting relevant features, including AI and automation, primarily by implementing standard patterns and documented workflows to improve efficiency and outcomes.
AI-Native Execution: Using AI in your own day-to-day workflow to synthesize discovery, accelerate account preparation, improve documentation quality, draft clearer recommendations, and increase the consistency and speed of customer follow-through while maintaining strong judgment and accuracy.
Support end-to-end onboarding and implementation of ClickUp for assigned: customers using established discovery frameworks, templates, and project plans.
What they're looking for
- Translate functional and technical requirements into ClickUp solutions for: standard use cases under the guidance of more senior TAMs when needed.
- Guide customers through setup, integrations, and change management: fundamentals, escalating complex scenarios appropriately.
- Use AI-assisted workflows where appropriate to prepare for discovery,: summarize implementation decisions, and improve the speed and quality of customer follow-up.
- Monitor health for your book of business, including utilization, key feature: adoption, and champion/stakeholder engagement.