Job Description
Note: The job is a remote job and is open to candidates in USA. ClickUp is a company focused on redefining the future of work through innovative software solutions. They are seeking a Senior Strategic Services Consultant to act as a strategic partner for customers, ensuring successful onboarding, adoption, and overall account health while leveraging ClickUp's platform and AI capabilities. Responsibilities β’ Guiding new teams through implementation, onboarding, and training to ensure a smooth start and foundational success β’ Proactively managing user adoption, stakeholder alignment, and account health to promote long-term success, retention, and growth opportunities β’ Collaborating with customers to identify critical business processes, map them to scalable solutions, and drive efficiency through ongoing refinement and performance insights β’ Empowering customers to leverage emerging features and technologies, including AI and automation, to enhance productivity, streamline operations, and deliver real-world impact β’ Lead or support the end-to-end onboarding and implementation of ClickUp, from discovery and solution design to training and go-live support β’ Translate functional and technical requirements into scalable ClickUp solutions, including workflows, templates, hierarchies, and automations β’ Guide customers through foundational setup, integration, and enablement, while promoting best-practices and system governance and change management β’ Monitor seat utilization, adoption trends, and Champion/Stakeholder engagement β’ Build and execute adoption plans and account reviews to maintain or improve health β’ Identify risks early and build recovery plans in partnership with the account team β’ Deliver ongoing change management and enablement, ensuring customers continue to evolve and mature with the platform β’ Conduct Intake β Execution β Reporting (IER) cycles for key workflows β’ Lead discovery sessions to map current-state vs. future-state processes β’ Recommend optimizations and create workflow templates to scale across teams β’ Drive adoption of ClickUp AI and build custom workflow Agents tied to customer use cases β’ Partner with customers to define and deliver new AI automations that align with business KPIs β’ Provide technical training and consultation on AI and automation best practices, including prompt design, agent architecture, and scaling use cases across teams β’ Track and report AI usage and credit consumption against plan β’ Serve as the technical partner to assigned accounts, connecting adoption to business value β’ Generate qualified leads through data-driven insights and AI usage analysis β’ Drive cross-functional alignment to position renewals, expansions, and AI upsells β’ Act as the voice of the customer, translating business objectives and pain points into actionable insights for Product, Engineering, and Support β’ Partner with account teams to maintain alignment between delivery and success Skills β’ Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality β’ Familiar with generative AI concepts, prompt design, and automation frameworks β’ Exceptional at workflow analysis, process design, and identifying friction points β’ Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes β’ Comfortable using dashboards and metrics to communicate health, adoption, and ROI β’ Executive presence and strong communication skills β’ Full accountability for assigned book of business: proactive, organized, and driven to achieve measurable outcomes β’ Works cross-functionally with account team, Product, and Sales to align on outcomes Company Overview β’ ClickUp is the worldβs first Converged AI Workspace, bringing together all work apps, data, and workflows. It was founded in 2017, and is headquartered in San Diego, California, USA, with a workforce of 1001-5000 employees. Its website is Apply tot his job