ClickUp · 1 month ago
Senior Strategic Services Consultant (AMER)
United States
Full-time
Remote
Senior Level
$110K/yr - $150K/yrClickUp 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, blending relationship management with technical enablement to drive adoption and measurable business outcomes.
AppsCollaborationProductivity ToolsSaaSSoftwareTask Management
No H1B
Responsibilities
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
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
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
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
Serve as the technical partner to assigned accounts, connecting adoption to business value
Generate qualified leads through data-driven insights and AI usage analysis
Drive cross-functional alignment to position renewals, expansions, and AI upsells
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
Qualification
Required
Strong relationship management skills
Deep understanding of ClickUp's platform and capabilities
Customer-first mindset
Experience in developing success plans
Experience in guiding onboarding and adoption
Ability to ensure stakeholders see continuous value throughout their lifecycle
Experience in process optimization
Experience in workflow design
Experience in AI enablement
Ability to own overall health, engagement, and strategic direction of accounts
Experience in leading or supporting end-to-end onboarding and implementation of ClickUp
Ability to translate functional and technical requirements into scalable ClickUp solutions
Experience in guiding customers through foundational setup, integration, and enablement
Experience in monitoring seat utilization, adoption trends, and Champion/Stakeholder engagement
Ability to build and execute adoption plans and account reviews
Experience in identifying risks early and building recovery plans
Experience in delivering ongoing change management and enablement
Experience in conducting Intake → Execution → Reporting (IER) cycles for key workflows
Experience in leading discovery sessions to map current-state vs. future-state processes
Ability to recommend optimizations and create workflow templates
Experience in driving adoption of ClickUp AI
Ability to build custom workflow Agents tied to customer use cases
Experience in providing technical training and consultation on AI and automation best practices
Ability to track and report AI usage and credit consumption
Experience in generating qualified leads through data-driven insights
Ability to drive cross-functional alignment to position renewals, expansions, and AI upsells
Ability to act as the voice of the customer
Experience in translating business objectives and pain points into actionable insights
Ability to partner with account teams to maintain alignment between delivery and success
Deep understanding of ClickUp platform capabilities
Understanding of automation logic, integrations, and AI Agent functionality
Familiarity with generative AI concepts
Experience in prompt design and automation frameworks
Exceptional workflow analysis and process design skills
Ability to manage complex customer programs with multiple stakeholders
Comfortable using dashboards and metrics to communicate health, adoption, and ROI
Strong communication skills
Ability to build trust at both ATL and BTL levels
Full accountability for assigned book of business
Proactive, organized, and driven to achieve measurable outcomes
Ability to influence without authority
Company
ClickUp
ClickUp is the world’s first Converged AI Workspace, bringing together all work apps, data, and workflows.
Founded in 2017
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$537.5MKey Investors
GeorgianCraft Ventures
2021-10-27Series C· $400M
2020-12-15Series B· $100M
2020-06-24Series A· $35M
Leadership Team
Zeb Evans
Founder & Chief Executive Officer
Alex Yurkowski
Cofounder and CTO
Recent News
Company data provided by crunchbase