Staff Solutions Consultant

ClickUp ClickUp · Enterprise · United States · Customer Experience

Staff Solutions Consultant role at ClickUp focused on presales engagements for enterprise customers, designing and implementing AI-enabled workflows and AI Agents within the ClickUp workspace. The role involves understanding customer needs, mapping systems, designing solution architectures, configuring AI agents, building prototypes, quantifying value, and authoring Statements of Work.

What you'd actually do

  1. Lead structured discovery sessions and workshops with business, technical, and executive stakeholders to understand workflows, systems, constraints, success metrics, and AI readiness
  2. Document current state processes, decision points, and handoffs, identifying where ClickUp and AI Agents can support customer requirements and improve execution
  3. Map system touchpoints, integrations, and data dependencies required to support reliable AI-powered workflows and agent context
  4. Design ClickUp solution architectures that combine workflows, automations, integrations, and AI Agents to support customer business objectives
  5. Configure and validate workflows, automations, data synchronization, and agent behaviors to ensure solutions are scalable, governable, and aligned to real operating models

Skills

Required

  • Solution consulting, presales, enterprise implementation, or workflow and process consulting experience
  • Designing and defending AI-enabled workflows
  • Prompt engineering (agent role definition, constraint setting, structured outputs, failure handling)
  • Designing or deploying AI-assisted systems (agent context definition, data grounding, workflow orchestration)
  • Understanding of common AI failure modes (hallucination, context drift, reliability constraints)
  • Owning, authoring, and negotiating Statements of Work and commercial scopes
  • Operating comfortably in ambiguity and translating emerging AI capabilities into practical solutions

Nice to have

  • Bachelor’s degree in Computer Science, Engineering, Information Systems, Finance, Business Analytics, or a related technical discipline, or equivalent practical experience

What the JD emphasized

  • AI Agents
  • AI-enabled workflows
  • prompt engineering
  • agent context definition
  • workflow orchestration
  • AI failure modes

Other signals

  • AI Agents
  • AI-enabled workflows
  • prompt engineering
  • agent context definition
  • workflow orchestration