Technical Account Manager

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 Technical Account Manager (TAM) 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. This role operates in an AI-native environment, and we expect TAMs at this level to use AI tools as a daily multiplier across account preparation, workflow analysis, solution design, follow-through, and customer enablement.

Technical Account Managers are responsible for delivering measurable value and driving meaningful business outcomes across their customer portfolio by focusing on:

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  Support end-to-end onboarding and implementation of ClickUp for assigned customers using established discovery frameworks, templates, and project plans.

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  Translate functional and technical requirements into ClickUp solutions for standard use cases under the guidance of more senior TAMs when needed.

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  Guide customers through setup, integrations, and change management fundamentals, escalating complex scenarios appropriately.

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  Use AI-assisted workflows where appropriate to prepare for discovery, summarize implementation decisions, and improve the speed and quality of customer follow-up.

• 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.

• Connect AI adoption, automation usage, and workflow improvements to measurable customer outcomes such as efficiency gains, stakeholder adoption, and expansion signals.

• 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.

• Use AI to help analyze repetitive workflow patterns, identify process friction, and sharpen recommendations — while validating outputs before using them with customers.

• 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.

• Evaluate AI-generated outputs for accuracy, usefulness, and business relevance before sharing recommendations or enabling them in customer workflows.

• Help customers move from feature awareness to practical workflow transformation by identifying where AI can remove manual work, improve reporting quality, or speed execution in repeatable ways.

• Serve as the technical partner for assigned accounts, connecting usage to business value using established value frameworks and artifacts.

• Identify expansion signals (e.g., usage patterns, 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.

• 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.
  

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.

Uses AI and Agents as a daily multiplier, not just an area of awareness. Comfortable with generative AI concepts, prompt design, and automation frameworks, and able to show examples of AI improving work quality, speed, or consistency in a customer-facing environment. Able to implement standard AI use cases and identify when to bring in senior partners for more complex or novel scenarios.

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.

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.

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.

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.

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.

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.

• Can demonstrate examples of using AI tools, prompts, automations, or agent-assisted workflows to improve personal productivity, customer delivery quality, or workflow outcomes.

• Can speak concretely about where AI added value, where human judgment was still required, and how success was measured.

• For this level, we are looking for evidence of strong applied AI fluency in execution — not necessarily novel model development or highly complex custom agent architecture.

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.

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If you are a Philippine Job Applicant, please also see our Philippine Data Privacy Notice for further details.

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.

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.

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.