高级人工智能顾问，专业服务 - 西海岸
Senior AI Consultant, Professional Services - West Coast
在 ClickUp，我们正在打造未来的工作方式：首个真正融合的 AI 工作空间，将任务、文档、聊天、日历和企业搜索统一起来，所有功能均由以情境驱动的 AI 提升。我们是一家以 AI 为核心的企业。每位团队成员都需每天使用 AI，我们在招聘过程中会评估 AI 熟练程度。加入我们，一起重新定义可能的边界。🚀
简介
作为 ClickUp 的高级战略服务顾问，专注于 AI 代理部署，您将领导高影响力的端到端客户合作，通过代理自动化实现可衡量的结果。您将与高管和运营利益相关者合作，设计和部署 ClickUp 认证代理，优化客户的 workspace 和工作流程，减少手动操作，提高质量和合规性，并实现可扩展的投资回报率。
您将在复杂的实施中拥有高度自主权，平衡战略咨询（路线图、运营模型、价值实现）与实际交付（配置、测试、上线、赋能）。您还将通过创建可重复使用的指南、指导他人，并将产品和项目洞察反馈给组织，来影响 ClickUp 认证代理交付的扩展。
高级 AI 顾问，专业服务 - 西海岸
职位描述
- 战略咨询与高管合作
- 负责高级利益相关者关系；将代理部署与业务优先级、运营限制和可衡量的成功指标对齐。
- 采用咨询方法进行发现，识别具有高价值的工作流程用于代理自动化；将目标转化为实际的交付路线图。
- 为 AI 驱动的工作流程提供治理、风险控制和采用策略方面的指导（所有权、升级路径、监控、变更管理）。
- 负责上线后的客户关系管理，主动监控采用情况和结果，协调跨职能利益相关者，并识别风险和扩展机会。
AI 代理部署领导（端到端交付）
- 领导认证代理项目的启动到上线，确保良好的范围控制、时间管理及利益相关者对齐。
- 运行流程映射（现状和未来状态），记录需求，并获得对构建包的批准。
- 优化客户 workspace 基础，以支持代理驱动的操作（结构、权限、模板、报告、操作规范）。
- 配置认证代理，包括开发、测试、部署和培训。
查看英文原文
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. 🚀
Overview
As a Senior Strategic Services Consultant focused on AI Agent Deployment at ClickUp, you will lead high-impact, end-to-end customer engagements that deliver measurable outcomes through agentic automation. You will partner with executive and operational stakeholders to design and deploy ClickUp Certified Agents, optimizing the customer’s workspace and workflows to reduce manual effort, improve quality and compliance, and unlock scalable ROI.
You will operate with high autonomy across complex implementations, balancing strategic advisory (roadmaps, operating models, value realization) with hands-on delivery (configuration, testing, launch, enablement). You will also shape how ClickUp scales Certified Agent delivery by creating repeatable playbooks, mentoring others, and feeding product and program insights back into the organization.
Senior AI Consultant, Professional Services - West Coast
The Role
- Strategic Advisory and Executive Partnership
- Own senior stakeholder relationships; align agent deployments to business priorities, operating constraints, and measurable success metrics.
- Lead discovery with a consultative approach to identify high-value workflows for agentic automation; translate goals into a practical delivery roadmap.
- Provide guidance on governance, risk controls, and adoption strategy for AI-enabled workflows (ownership, escalation paths, monitoring, change management).
- Own ongoing post-launch customer relationship management, proactively monitoring adoption and outcomes, coordinating cross-functional stakeholders, and identifying risks and expansion opportunities.
AI Agent Deployment Leadership (End-to-End Delivery)
- Lead kickoff through launch for Certified Agent engagements, ensuring strong scope control, timeline management, and stakeholder alignment.
- Run process mapping (current and future state), document requirements, and secure signoff on the build package.
- Optimize customer workspace foundations to support agent-driven operations (structure, permissions, templates, reporting, operational hygiene).
- Configure Certified Agents and supporting workflows; apply prompting best practices and implementation standards.
- Build UAT plans and test cases; perform internal validation and coordinate customer validation to ensure outcomes meet requirements.
- Drive launch readiness and adoption: admin and end-user enablement, walkthroughs, and post-launch stabilization.
- Produce customer-ready documentation (process maps, agent prompt/config rationale, use-case walkthroughs, operating guidance).
Value Realization and Expansion
- Establish and track KPIs that demonstrate business impact (efficiency gains, error reduction, throughput, compliance, ROI).
- Identify expansion opportunities for additional agent use cases and broader workflow optimization, partnering with Sales/CS as appropriate.
- Support ongoing services such as agent updates and periodic recertification, ensuring solutions remain aligned to evolving customer needs.
Operational Excellence and Team Leadership
- Set a high bar for delivery quality; improve repeatability through templates, checklists, and playbooks.
- Mentor and enable other consultants on Certified Agent delivery methods, prompting standards, and troubleshooting patterns.
- Partner cross-functionally (Solutions, Support, Product/AI, Integrations) to resolve escalations and improve customer outcomes.
- Surface delivery insights and product gaps to inform roadmap, packaging, and services strategy.
Qualifications
- 4+ years of experience in a customer-facing role in B2B SaaS (Professional Services, Implementation Consulting, Solutions Consulting, Technical CSM, or Technical Project/Program Management).
- Experience delivering AI-enabled automation (agents, copilots, workflow automation, decisioning) in production environments.
- Proven experience leading complex, multi-stakeholder implementations with strong project management and executive communication.
- Strong process mapping and solution design skills, translating ambiguous workflows into scalable operating models.
- Deep comfort with hands-on configuration and troubleshooting in workflow platforms, automation systems, and/or enterprise SaaS tools.
- Demonstrated understanding of prompt design, guardrail configuration, and iterative optimization of AI-driven workflows.
- Strong facilitation skills (discovery workshops, design sessions, enablement trainings, executive readouts).
- Excellent written communication; able to produce crisp requirements, plans, and customer-facing documentation.
- Ability to operate autonomously, prioritize across multiple engagements, and drive outcomes in a fast-paced environment.
- Familiarity with Model Context Protocol (MCP) concepts and safe tool integration patterns.
- Experience configuring agents with structured memory, tool access, and external system integrations.
- Ability to diagnose and improve agent performance through structured iteration and evaluation.
Bonus
- Experience delivering AI-enabled automation (agents, copilots, workflow automation, decisioning) in production environments.
- Experience with enterprise tooling and integrations (Salesforce, ServiceNow, Jira, Workday, NetSuite, SAP) and iPaaS/middleware.
- Change management experience (adoption plans, enablement programs, comms, stakeholder management).
- Consulting background (Big 4 or similar) or enterprise Professional Services delivery.
- PMP, Scrum, Agile, or equivalent certifications.
- #LI-TG
#LT - Remote
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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