About the role

Role Overview

Join ClickUp as a Bilingual Senior Technical Account Manager in Customer Success. You’ll partner with customers with a customer-first mindset to drive onboarding, adoption, and long-term value across your book of business.

Key Responsibilities

Build success plans and run structured account plans to guide implementation, onboarding, and training for new teams.
Own account health and engagement by proactively managing stakeholder alignment and user adoption.
Support technical initiatives, ensuring stakeholders continuously see value throughout the customer lifecycle.
Process optimization & solution design: collaborate with customers to identify critical business processes, map them to scalable solutions, and refine them using performance insights.
Drive innovation adoption & workflow automation, including automation frameworks and integration use.
Cross-functional collaboration with Sales, Product, and Support to align on outcomes and account needs.

Requirements / Profile

Project & Program Management: manage complex customer programs with multiple stakeholders, deadlines, and measurable outcomes.
Data & Reporting: use dashboards/metrics to communicate health, adoption, and ROI; translate usage data into recommendations.
Customer Engagement: strong communication and executive presence (credible at ATL/BTL levels).
Technical Acumen: deep understanding of the ClickUp platform, including automation logic, integrations, and AI Agent functionality; translate business needs into technical solutions.
Account Ownership: organized and proactive, fully accountable for assigned accounts.
Collaboration & Influence: influence without authority across internal teams.
AI Expertise: familiarity with generative AI concepts, prompt design, and automation frameworks; scope AI use cases and consumption plans.
Bilingual: English and Spanish.
Consultative Discovery: exceptional workflow analysis and process design; use structured discovery to map customer needs into ClickUp.

Nice to Have

Experience driving AI/automation adoption and workflow automation at scale (implied by AI Agent and automation responsibilities).

About ClickUp

ClickUp is a productivity and work-management platform used by teams to plan, execute, and collaborate on projects. Its ecosystem includes automation, integrations, and AI capabilities that help customers improve how they work. The role sits within Customer Success, supporting customer onboarding, adoption, and ongoing account health.