Technical Account Manager

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. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀

ClickUp is seeking a versatile and dynamic Technical Account Manager to join our team. This pivotal role is responsible for driving customer satisfaction and loyalty by fostering strategic relationships and delivering exceptional service to both small to mid-market clients and dedicated accounts. The ideal candidate will excel in a start-up setting, embody ClickUp's core values, and have a proven track record in customer success within a SaaS environment.

Key Responsibilities:

• Strategic Customer Engagement:
  • Develop and manage engagement plans for a diverse client portfolio using both scaled and personalized approaches.
  • Conduct in-depth discovery sessions to understand customer needs and recommend actionable strategies for success.
  • Build trusted relationships with key stakeholders, identifying and nurturing client champions to drive adoption and advocacy.
• Technical Adoption and Expertise:
  • Gather, analyze, and translate functional and technical requirements into tailored ClickUp solutions.
  • Serve as a product expert, advising customers on leveraging ClickUp’s features to streamline workflows and solve complex business challenges.
• Data-Driven Insights:
  • Analyze customer product usage data and translate it into actionable recommendations.
  • Conduct ROI analysis to showcase the tangible benefits of ClickUp solutions.
• Driving Engagement & Adoption:
  • Proactively engage with customers to evaluate progress, address roadblocks, and uncover new opportunities for success.
  • Collaborate with customers to establish clear business goals, success metrics, and timelines.
• Cultural Fit, Growth Opportunities, & Leadership:
  • Prioritize the customer experience, lead by example, be a doer, and monitor adherence to policies and procedures.
  • Contribute to the development and optimization of regional and global operational processes.

Qualifications:

• Minimum 2 years of experience in a customer-facing SaaS role, preferably in Customer Success or Account Management.
• Strong communication and interpersonal skills, with the ability to build rapport and trust with customers of various levels and segments.
• Resilient and adaptable, especially in a fast-paced startup environment.
• Understanding of industry-specific workflows, particularly in services, software development, marketing, and PMO.
• Experience in working with various teams to achieve customer outcomes (Marketing, Finance, Product, Sales, Support).
• Experience with Customer Success SaaS technology such as CRM, Salesforce, Tableau , Outreach, Apollo, Front, and others.
• Ability to operate within regional time zones.
• Positive attitude, self-driven, proactive, empathetic, and high energy.

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Equal Opportunity Employer

ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

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Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.

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