Staff Solutions Operations Manager

ClickUp ClickUp · Enterprise · United States · Customer Experience

This role focuses on building and orchestrating AI agents to automate operational workflows within the Solutions Engineering and Consulting functions at ClickUp, an AI-native workspace company. The goal is to accelerate revenue and improve pre-sales operations through AI transformation and automation.

What you'd actually do

  1. Accelerate AI transformation within the Solutions organization, from opportunity identification and prioritization through requirements definition, design, development, deployment and governance
  2. Build and orchestrate AI agents that automate high-volume operational workflows (e.g., deal prep, loss analysis, forecast digests, QBR generation), applying agentic architecture including skills-based design, agent chaining, and composable frameworks
  3. Identify operational bottlenecks and design scalable solutions by utilizing a mix of process improvements, automation, and AI-driven tools to revolutionize critical business processes and increase team productivity
  4. Drive forecasting, deal inspection, and win/loss analysis for Solutions Engineering, providing weekly pacing updates, confidence overlays, and strategic narrative to SE leadership
  5. Design and maintain SE:AE territory alignment, capacity models, and headcount plans to ensure optimal coverage across segments, geographies, and deal complexity tiers

Skills

Required

  • 5+ years in an Operations and/or Strategy role focused on Sales, Pre-Sales, Solutions Engineering/Consulting, or similar GTM functions
  • Deep knowledge of pre-sales methodology, deal qualification, pipeline management, solution scoping, and related performance metrics
  • Track record of leading technology-enabled business process transformations, with an emphasis on strategic application of AI and automation tools and techniques (e.g., Claude, Gemini, n8n, Retool, Zapier, Make)
  • AI-native professional who actively leverages generative and agentic AI in their day-to-day work, bringing firsthand expertise to help internal teams unlock the full potential of automation
  • Expert in managing and analyzing data, including building reports and models for executives and senior leaders, front line managers and individual contributors
  • Effective at engaging and influencing executive stakeholders, building consensus, and driving collaborative change
  • Demonstrated leadership role in building/scaling teams and workflows, preferably in a pre-sales, solutions, or revenue operations function
  • Strategic thinker with a bias for action: hands-on, scrappy, and able to take projects to the finish line
  • Exhibits extreme accountability and ownership, with an obsession for continuous improvement and mastery of your craft

Nice to have

  • Experience with managing budgets, running a forecasting cadence, and performing variance analysis
  • Direct experience with a SaaS business model, customer journey and core KPIs in a high-growth, global environment
  • Proficient with Salesforce, ClickUp, Gong, or comparable platforms

What the JD emphasized

  • AI-native
  • AI fluency
  • AI transformation
  • AI agents
  • AI solutions
  • AI-driven tools
  • AI-native professional

Other signals

  • AI-native company
  • AI workspace
  • AI fluency
  • AI transformation
  • AI agents
  • AI solutions
  • AI-driven tools