About this role.
ClickUp is hiring a Senior Technical Account Manager to own strategic post-sales customer relationships across onboarding, adoption, managed services, renewals, and expansion. The role combines customer success leadership with technical solution design, workflow optimization, integrations, automation, and AI-agent enablement. The TAM will use adoption, utilization, health, and AI-consumption data to create success plans and demonstrate measurable business value. Success requires strong executive communication and close collaboration with Sales, Product, Engineering, and Support teams.
Role DNA
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Job Complexity
4/5Pace & Pressure
4/5Autonomy Level
5/5Communication Load
5/5Salary analysis
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Core skills
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Sample interview questions
I would begin with structured discovery across executive sponsors, administrators, and frontline users to document goals, current processes, constraints, and success metrics. I would prioritize high-impact workflows, design a phased implementation plan, establish governance and training, and use adoption metrics to guide post-launch optimization.
I would analyze repeated manual tasks, workflow bottlenecks, support themes, and business KPIs, then validate the problem with the customer. I would define a focused use case, success measure, prompt or agent design, data and permission requirements, and a pilot plan before scaling the automation.
I would combine product signals such as active users, seat utilization, feature adoption, workflow completion, automation usage, and AI consumption with business measures such as time saved, process cycle time, stakeholder engagement, support trends, renewal risk, and stated customer outcomes.
I would quickly diagnose the cause using usage data, stakeholder interviews, and support history, then align the account team on a recovery plan. The plan would include clear owners, prioritized use cases, targeted enablement, executive checkpoints, and measurable milestones that reconnect platform usage to the customer’s business objectives.
I would clarify the underlying business problem and assess whether configuration, integrations, or an alternative workflow can solve it today. If a product gap remains, I would document the use case, impact, affected users, and urgency clearly, communicate realistic expectations to the customer, and maintain feedback loops with internal teams.
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. 🚀
We’re looking for a Senior Technical Account Manager (TAM) to act as a strategic partner and trusted advisor to our customers, blending strong relationship management with a deep understanding of ClickUp’s platform and capabilities. This role sits at the intersection of customer success, solution strategy, and technical enablement, supporting long-term growth, adoption, and measurable business outcomes. TAMs own the complete post-sales customer lifecycle, from initial implementation and onboarding through ongoing managed services, strategic expansion opportunities, and driving meaningful impact on renewal outcomes across their book of business. This role requires an AI-native professional who actively leverages generative and agentic AI in their day-to-day work, bringing firsthand expertise to help customers unlock the full potential of intelligent automation.
TAMs lead with a customer-first mindset, developing success plans, guiding onboarding and adoption, and ensuring stakeholders see continuous value throughout their lifecycle. While you’ll support technical initiatives like process optimization, workflow design, and AI enablement, you’ll also own the overall health, engagement, and strategic direction of your accounts. You’ll work cross-functionally with Sales, Product, and Support to align efforts and ensure each customer’s success story is long-term, scalable, and impactful.
Technical Account Managers (TAMs) are responsible for delivering measurable value and driving meaningful business outcomes across their customer portfolio by focusing on:
Customer Enablement & Onboarding: Guiding new teams through implementation, onboarding, and training to ensure a smooth start and foundational success.
Account Health & Engagement: Proactively managing user adoption, stakeholder alignment, and account health to promote long-term success, retention, and growth opportunities.
Process Optimization & Solution Design: Collaborating with customers to identify critical business processes, map them to scalable solutions, and drive efficiency through ongoing refinement and performance insights.
Innovation Adoption & Workflow Automation: Empowering customers to leverage emerging features and technologies, including AI and automation, to enhance productivity, streamline operations, and deliver real-world impact.
Core Responsibilities
TAMs act as the strategic and technical owner of the customer relationship, ensuring every customer achieves measurable success through ClickUp product and AI feature set.
New Customer Onboarding
Lead or support the end-to-end onboarding and implementation of ClickUp, from discovery and solution design to training and go-live support.
Translate functional and technical requirements into scalable ClickUp solutions, including workflows, templates, hierarchies, and automations.
Guide customers through foundational setup, integration, and enablement, while promoting best-practices and system governance and change management.
Account Health Management
Monitor seat utilization, adoption trends, and Champion/Stakeholder engagement.
Build and execute adoption plans and account reviews to maintain or improve health.
Identify risks early and build recovery plans in partnership with the account team.
Deliver ongoing change management and enablement, ensuring customers continue to evolve and mature with the platform.
Workflow Mapping (IER Framework)
Conduct Intake → Execution → Reporting (IER) cycles for key workflows.
Lead discovery sessions to map current-state vs. future-state processes.
Recommend optimizations and create workflow templates to scale across teams.
AI Enablement & Agent Deployment
Drive adoption of ClickUp AI and build custom workflow Agents tied to customer use cases.
Partner with customers to define and deliver new AI automations that align with business KPIs.
Provide technical training and consultation on AI and automation best practices, including prompt design, agent architecture, and scaling use cases across teams.
Track and report AI usage and credit consumption against plan.
Customer Success & Expansion
Serve as the technical partner to assigned accounts, connecting adoption to business value.
Drive value throughout entire customer lifecycle post-implementation providing continued/managed services as customers grow their use cases within ClickUp.
Generate qualified leads through data-driven insights and AI usage analysis.
Drive cross-functional alignment to position renewals, expansions, and AI upsells.
Cross-Functional Collaboration
Act as the voice of the customer, translating business objectives and pain points into actionable insights for Product, Engineering, and Support.
Partner with account teams to maintain alignment between delivery and success.
Core Skills & Competencies
Technical Acumen: Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality. Able to translate business needs into technical solutions.
AI-Native: Skilled with prompt design, agentic workflows, and automation frameworks. Skilled at identifying and scoping AI use cases and consumption plans. Candidates with experience using agentic tools such as Claude, n8n, make.com, or similar tools are preferred.
Consultative Discovery: Exceptional at workflow analysis, process design, and identifying friction points. Uses structured discovery to map customer needs into ClickUp.
Project & Program Management: Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes. Skilled at running structured account plans.
Data & Reporting: Comfortable using dashboards and metrics to communicate health, adoption, and ROI. Interprets usage data to drive recommendations.
Customer Engagement: Executive presence and strong communication skills. Builds trust at both ATL and BTL levels through credibility and clarity.
Account Ownership: Full accountability for assigned book of business: proactive, organized, and driven to achieve measurable outcomes.
Collaboration & Influence: Works cross-functionally with account team, Product, and Sales to align on outcomes. Influences without authority through insight and results.
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.
Privacy Notice
ClickUp collects and processes personal data in accordance with applicable data protection laws. You can find further details by viewing our Global Candidate Privacy Notice.
If you are a Philippine Job Applicant, please also see our Philippine Data Privacy Notice for further details.
Visa Sponsorship
Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.
Fraud Alert
ClickUp Talent Acquisition will only initiate contact via an @clickup.com email or through our official careers portal on clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to support@clickup.com.
AI Processing Notice
ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates’ employment applications against role-related criteria. These tools support, but do not replace, human decision‑making. If you have questions or need an accommodation in the recruitment process, please contact us at AskPeople@ClickUp.com.
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