Senior Technical Account Manager

Role Overview

Join ClickUp as a Senior Technical Account Manager (TAM) to be a strategic partner and trusted advisor for customers. You will own the full post-sales customer lifecycle, ensuring long-term success, scalable adoption, and growth.

Key Responsibilities

• Own post-sales lifecycle: from implementation and onboarding to ongoing managed services and strategic expansion.
• Build customer success plans and guide adoption of ClickUp.
• Collaborate cross-functionally with Sales, Product, and Support to align efforts and deliver measurable outcomes.
• Lead structured account planning for assigned customers.
• Use dashboards and metrics to report on customer health, adoption, and ROI, and translate insights into recommendations.
• Maintain executive-level engagement (ATL/BTL) with strong communication and credibility.
• Apply technical acumen: understand ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality.
• Be AI-native: design prompts, build agentic workflows, use automation frameworks, and scope AI use cases and consumption plans.

Requirements

• Strong Project & Program Management ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes.
• Consultative discovery skills (workflow analysis, process design, identifying friction points) and structured mapping of customer needs.
• Proven cross-functional collaboration and influence without authority.
• Comfort with data & reporting using dashboards/metrics; ability to interpret usage data.
• Technical understanding of ClickUp capabilities and ability to translate business needs into technical solutions.
• Executive presence and excellent communication.

Nice to Have

• Experience with agentic tools such as Claude, n8n, Make.com, or similar tools.