Senior Technical Account Manager - Strategic Services
Remote · 2+ years experience · Full-time · Remote · Posted Oct 7, 2026
At a glance
- Experience
- 2+ years experience
- Employment
- Full-time
- Workplace
- Remote
- Location
- Remote
- Visa sponsorship
- Visa sponsorship not offered
About the role
- ClickUp is seeking a Senior Technical Account Manager for Strategic Services to own the full post-sales customer lifecycle from implementation to ongoing managed services, expansion, and renewals.
- This role combines strong relationship management with deep platform knowledge, sitting at the intersection of customer success, solution strategy, and technical enablement.
- Every team member at ClickUp is expected to leverage AI daily, and this role requires designing, building, and scaling AI-powered workflows and agents for customers.
Responsibilities
- Lead end-to-end onboarding and implementation of ClickUp, from discovery and solution design through training and go-live support.
- Translate functional and technical requirements into scalable ClickUp solutions, including workflows, templates, hierarchies, and automations.
- Monitor seat utilization, adoption trends, and stakeholder engagement to build and run adoption plans and account reviews.
- Spot risks early and build recovery plans with the account team.
- Run Intake → Execution → Reporting (IER) cycles for key workflows, including discovery sessions that map current-state and future-state processes.
- Drive adoption of ClickUp AI and build custom workflow Agents tied to customer use cases and business KPIs.
- Provide technical training and consultation on AI and automation best practices, including prompt design and agent architecture.
- Serve as the technical partner to assigned accounts to drive value, managed services, and generate qualified leads through data-driven insights.
- Drive cross-functional alignment with Sales, Product, and Support to position renewals, expansions, and AI upsells.
- Act as the voice of the customer by translating business objectives and pain points into actionable insights for Product, Engineering, and Support.
Requirements
- 5+ years in a customer-facing SaaS role (Technical Account Manager, Customer Success Manager, Implementation Manager, Solutions Consultant, Professional Services Consultant or similar)
- 2+ years of hands-on experience with ClickUp, Asana, Monday.com, Smartsheet, Wrike, Jira, or a comparable work management/project management platform
- Direct experience leading enterprise SaaS implementations or onboarding programs end-to-end, and/or a proven track record managing a book of business ($2M+ ARR) with measurable retention and expansion outcomes
- Demonstrated experience building and deploying AI-powered workflows, agents, or automations in a business context
- Strong project and program management skills, including complex, multi-stakeholder engagements
Preferred qualifications
- Background in professional services, implementation management, or consulting at a SaaS company
- Hands-on experience with agentic tools and frameworks such as Claude, n8n, Make, Zapier, or LangChain
- Technical aptitude with integrations, APIs, automation logic, and data modeling
- Experience positioning or selling services alongside renewals and expansions
Skills
- ClickUp
- Asana
- Monday.com
- Smartsheet
- Wrike
- Jira
- Claude
- N8n
- Make
- Zapier
- LangChain
- APIs