高级技术客户经理 - 战略服务
Senior Technical Account Manager - Strategic Services
在ClickUp，我们正在打造未来的工作方式：首个真正融合AI的工作空间，将任务、文档、聊天、日历和企业搜索统一起来，所有功能都由以情境驱动的AI加速。我们是一家以AI为核心的企业。每位团队成员都被期望每天使用AI，我们在招聘过程中会评估AI的熟练程度。加入我们，一起重新定义可能的边界。🚀
我们正在寻找一位高级技术客户经理（TAM），作为客户的策略合作伙伴和值得信赖的顾问，结合强大的关系管理与对ClickUp平台和功能的深入理解。该职位位于客户成功、解决方案策略和技术赋能的交汇点，支持长期增长、采用和可衡量的业务成果。TAM负责完整的售后客户生命周期，从初始实施和入职到持续的托管服务、战略扩展机会，并推动其客户组合中的续约成果产生重大影响。该职位需要一位以AI为核心的专业人士，能够在日常工作中积极利用生成式和代理式AI，带来第一手的专业知识，帮助客户释放智能自动化的全部潜力。
TAM以客户为中心的思维模式为主导，制定成功计划，指导入职和采用，确保利益相关者在整个生命周期中持续看到价值。你将支持如流程优化、工作流设计和AI赋能等技术项目，同时也会负责账户的整体健康状况、参与度和战略方向。你将与销售、产品和客服跨职能合作，协调各方努力，确保每个客户的成功故事都是长期、可扩展且有影响力的。
技术客户经理（TAM）的责任是通过专注于以下方面，为客户组合带来可衡量的价值并推动有意义的业务成果：
- 客户赋能与入职：引导新团队完成实施、入职和培训，确保顺利启动并奠定成功基础。
- 账户健康与参与度：主动管理用户采用率、利益相关者对齐和账户健康状况，促进长期成功、留存和增长机会。
- 流程优化与解决方案设计：与客户合作，识别关键业务流程，将其映射到可扩展的解决方案，并通过持续优化和性能提升提高效率。
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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. 🚀
We're looking for a Senior Technical Account Manager (TAM) to act as a strategic partner and trusted advisor to our customers, blending strong relationship management with a deep understanding of ClickUp’s platform and capabilities. This role sits at the intersection of customer success, solution strategy, and technical enablement, supporting long-term growth, adoption, and measurable business outcomes. TAMs own the complete post-sales customer lifecycle, from initial implementation and onboarding through ongoing managed services, strategic expansion opportunities, and driving meaningful impact on renewal outcomes across their book of business. This role requires an AI-native professional who actively leverages generative and agentic AI in their day-to-day work, bringing firsthand expertise to help customers unlock the full potential of intelligent automation.
TAMs lead with a customer-first mindset, developing success plans, guiding onboarding and adoption, and ensuring stakeholders see continuous value throughout their lifecycle. While you’ll support technical initiatives like process optimization, workflow design, and AI enablement, you’ll also own the overall health, engagement, and strategic direction of your accounts. You’ll work cross-functionally with Sales, Product, and Support to align efforts and ensure each customer’s success story is long-term, scalable, and impactful.
Technical Account Managers (TAMs) are responsible for delivering measurable value and driving meaningful business outcomes across their customer portfolio by focusing on:
- Customer Enablement & Onboarding: Guiding new teams through implementation, onboarding, and training to ensure a smooth start and foundational success.
- Account Health & Engagement: Proactively managing user adoption, stakeholder alignment, and account health to promote long-term success, retention, and growth opportunities.
- Process Optimization & Solution Design: Collaborating with customers to identify critical business processes, map them to scalable solutions, and drive efficiency through ongoing refinement and performance insights.
- Innovation Adoption & Workflow Automation: Empowering customers to leverage emerging features and technologies, including AI and automation, to enhance productivity, streamline operations, and deliver real-world impact.
CORE RESPONSIBILITIES
TAMs act as the strategic and technical owner of the customer relationship, ensuring every customer achieves measurable success through ClickUp product and AI feature set.
New Customer Onboarding
- Lead or support the end-to-end onboarding and implementation of ClickUp, from discovery and solution design to training and go-live support.
- Translate functional and technical requirements into scalable ClickUp solutions, including workflows, templates, hierarchies, and automations.
- Guide customers through foundational setup, integration, and enablement, while promoting best-practices and system governance and change management.
Account Health Management
- Monitor seat utilization, adoption trends, and Champion/Stakeholder engagement.
- Build and execute adoption plans and account reviews to maintain or improve health.
- Identify risks early and build recovery plans in partnership with the account team.
- Deliver ongoing change management and enablement, ensuring customers continue to evolve and mature with the platform.
Workflow Mapping (IER Framework)
- Conduct Intake → Execution → Reporting (IER) cycles for key workflows.
- Lead discovery sessions to map current-state vs. future-state processes.
- Recommend optimizations and create workflow templates to scale across teams.
AI Enablement & Agent Deployment
- Drive adoption of ClickUp AI and build custom workflow Agents tied to customer use cases.
- Partner with customers to define and deliver new AI automations that align with business KPIs.
- Provide technical training and consultation on AI and automation best practices, including prompt design, agent architecture, and scaling use cases across teams.
- Track and report AI usage and credit consumption against plan.
Customer Success & Expansion
- Serve as the technical partner to assigned accounts, connecting adoption to business value.
- Drive value throughout entire customer lifecycle post-implementation providing continued/managed services as customers grow their use cases within ClickUp.
- Generate qualified leads through data-driven insights and AI usage analysis.
- Drive cross-functional alignment to position renewals, expansions, and AI upsells.
Cross-Functional Collaboration
- Act as the voice of the customer, translating business objectives and pain points into actionable insights for Product, Engineering, and Support.
- Partner with account teams to maintain alignment between delivery and success.
CORE SKILLS & COMPETENCIES
- Technical Acumen: Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality. Able to translate business needs into technical solutions.
- AI-Native: Skilled with prompt design, agentic workflows, and automation frameworks. Skilled at identifying and scoping AI use cases and consumption plans. Candidates with experience using agentic tools such as Claude, n8n, make.com http://make.com, or similar tools are preferred.
- Consultative Discovery: Exceptional at workflow analysis, process design, and identifying friction points. Uses structured discovery to map customer needs into ClickUp.
- Project & Program Management: Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes. Skilled at running structured account plans.
- Data & Reporting: Comfortable using dashboards and metrics to communicate health, adoption, and ROI. Interprets usage data to drive recommendations.
- Customer Engagement: Executive presence and strong communication skills. Builds trust at both ATL and BTL levels through credibility and clarity.
- Account Ownership: Full accountability for assigned book of business: proactive, organized, and driven to achieve measurable outcomes.
- Collaboration & Influence: Works cross-functionally with account team, Product, and Sales to align on outcomes. Influences without authority through insight and results.
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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If you are a Philippine Job Applicant, please also see our Philippine Data Privacy Notice https://t333.s.clickup-attachments-stg.com/t333/d9a53ce2-6d2c-48cd-84b1-ed4e525f9613/Philippine%20Data%20Privacy%20Notice_2024.pdf?view=open for further details.
Visa Sponsorship
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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AI Processing Notice
ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates' employment applications against role-related criteria. These tools support, but do not replace, human decision‑making. If you have questions or need an accommodation in the recruitment process, please contact us at AskPeople@ClickUp.com.