Technical Account Manager, Customer Success

ClickUp ClickUp · Enterprise · Philippines · Customer Experience

This role is a Technical Account Manager focused on customer success and adoption of ClickUp's AI-powered workspace. The TAM will act as a trusted partner, guiding customers through onboarding, monitoring account health, optimizing processes, and driving adoption of features including AI and automation. The role requires practical experience using AI for productivity, prompt design, and responsible AI application.

What you'd actually do

  1. Supporting customers through onboarding and implementation for assigned customers, following established discovery frameworks and implementation plans.
  2. Monitoring adoption and account health within your book, executing standard plays to drive engagement, and escalating risks appropriately.
  3. Collaborating with customers to understand key workflows and configure ClickUp solutions using established best practices, templates, and guidance from senior TAMs.
  4. Guiding customers in adopting relevant features, including AI and automation, primarily by implementing standard patterns and documented workflows to improve efficiency and outcomes.

Skills

Required

  • Minimum 2 years of experience in a customer-facing SaaS role, preferably in Technical Account Management, 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.
  • Practical, hands-on experience using AI to improve productivity and outcomes, including prompt design, workflow automation, and applying AI features responsibly (data privacy, accuracy checks, and human-in-the-loop review) to support customers and internal teams.
  • 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 SaaS technology such as CRM, Salesforce, Tableau , Outreach, Front, and others.
  • Ability to operate within regional time zones.
  • Positive attitude, self-driven, proactive, empathetic, and high energy.

What the JD emphasized

  • practical, hands-on experience using AI to improve productivity and outcomes, including prompt design, workflow automation, and applying AI features responsibly (data privacy, accuracy checks, and human-in-the-loop review) to support customers and internal teams.