At ClickUp, we’re not just building software. We’re architecting the future of work! In a world overwhelmed by work sprawl, we saw a better way. That’s why we created the first truly converged AI workspace, unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI, empowering millions of teams to break free from silos, reclaim their time, and unlock new levels of productivity. At ClickUp, you’ll have the opportunity to learn, use, and pioneer AI in ways that shape not only our product, but the future of work itself. Join us and be part of a bold, innovative team that’s redefining what’s possible! 🚀
We’re looking for a Technical Account Manager to support our customers as a trusted partner and problem-solver, blending strong relationship management with a growing understanding of ClickUp’s platform and capabilities. This role sits at the intersection of customer success, solution strategy, and technical enablement, contributing to long-term growth, adoption, and measurable business outcomes.
Technical Account Managers at this level manage a defined book of business and own day-to-day execution for their accounts, while working closely with more senior TAMs and cross-functional partners on complex initiatives. You’ll use established frameworks, playbooks, and templates to guide onboarding and adoption, monitor account health, and help ensure stakeholders see continuous value throughout their lifecycle.
Technical Account Managers are responsible for delivering measurable value and driving meaningful business outcomes across their customer portfolio by focusing on:
Customer Enablement & Onboarding: Supporting customers through onboarding and implementation for assigned customers, following established discovery frameworks and implementation plans.
Account Health & Engagement: Monitoring adoption and account health within your book, executing standard plays to drive engagement, and escalating risks appropriately.
Process Optimization & Solution Design: Collaborating with customers to understand key workflows and configure ClickUp solutions using established best practices, templates, and guidance from senior TAMs.
Innovation Adoption & Workflow Automation: Guiding customers in adopting relevant features, including AI and automation, primarily by implementing standard patterns and documented workflows to improve efficiency and outcomes.
Core Responsibilities
Technical Account Managers act as key strategic and technical partners for their customers, ensuring every customer makes measurable progress toward success through the ClickUp product and AI feature set.
New Customer Onboarding
Support end-to-end onboarding and implementation of ClickUp for assigned customers using established discovery frameworks, templates, and project plans.
Translate functional and technical requirements into ClickUp solutions for standard use cases under the guidance of more senior TAMs when needed.
Guide customers through setup, integrations, and change management fundamentals, escalating complex scenarios appropriately.
Account Health Management
Monitor health for your book of business, including utilization, key feature adoption, and champion/stakeholder engagement.
Execute standard adoption plays and account review cadences to maintain or improve health, leveraging existing playbooks and frameworks.
Identify risks early and partner with senior TAMs and account teams to build and execute recovery plans.
Run recurring meetings with your accounts, sharing usage summaries, recommended next steps, and capturing follow-ups.
Workflow Mapping (IER Framework)
Conduct Intake → Execution → Reporting (IER) cycles for core customer workflows using established discovery guides and templates.
Recommend optimizations based on documented best practices and apply workflow templates to support scale and consistency.
Maintain clear documentation of customer workflows, data models, and configuration decisions following team standards.
AI Enablement & Agent Deployment
Support adoption of ClickUp AI across relevant customer workflows by configuring and testing standard AI workflows and automations aligned to published best practices.
Provide training and consultation on how to use existing AI and automation patterns; escalate novel or complex use cases to senior TAMs or specialists.
Track and report AI usage and credit consumption against plan, surfacing straightforward opportunities to deepen adoption.
Customer Success & Expansion
Serve as the technical partner for assigned accounts, connecting usage to business value using established value frameworks and artifacts.
Identify expansion signals, for example usage patterns and feature interest, and pass qualified leads and insights to the account team for follow-up.
Collaborate with Sales and Customer Success to support renewals, expansions, and AI upsells, aligning your work to the broader account strategy.
Cross-Functional Collaboration
Partner with account teams, Product, and Services to maintain alignment between delivery and success for your accounts.
Share customer feedback and insights to improve delivery and customer experience, focusing on clear problem statements and reproducible examples.
Collaborate with more senior TAMs and internal stakeholders on complex initiatives, contributing execution and customer context.
Core Skills & Competencies
Technical Acumen: Solid understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality, with a focus on applying documented solutions to customer use cases. Learns and adopts new features and patterns quickly.
AI Expertise: Familiar with generative AI concepts, prompt design, and automation frameworks. Able to implement standard AI use cases and identify when to bring in senior partners for more complex or novel scenarios.
Consultative Discovery: Strong at workflow analysis for core, well-understood processes. Uses structured discovery guides to identify friction points and map customer needs into ClickUp using existing best practices.
Project & Program Management: Strong project and time management for your account load. Able to juggle multiple accounts and workstreams with regular check-ins and guidance from your manager or senior TAMs.
Data & Reporting: Comfortable using dashboards and metrics to communicate health, adoption, and ROI at the account level. Interprets usage data to support clear, actionable recommendations within established frameworks.
Customer Engagement: Executive presence and strong communication skills, with an emphasis on clarity, expectation setting, and follow-through. Builds trust with customer stakeholders by reliably executing agreed plans.
Account Ownership: Accountable for day-to-day execution for your book of business: proactive in follow-through, organized, and focused on achieving measurable outcomes while escalating higher-risk or highly strategic decisions.
Collaboration & Influence: Works cross-functionally with account teams, Product, and Sales to align on outcomes. Influences through clear data, customer stories, and consistent execution, while relying on senior leaders for major strategic decisions and escalations.
#LI-NMR #LI-Remote
Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!
At ClickUp, we assess every candidate based on the potential impact they can have. We hire the best people for the job and support each person’s journey to build their boldest career.
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