Overview
As Senior TAM, you partner with customers to drive adoption, value realization, and long-term success on the ClickUp platform. You blend relationship management with technical enablement, guiding onboarding, workflow design, and AI-driven optimization. You’ll work cross-functionally to ensure scalable, measurable outcomes and lead strategic initiatives across onboarding, adoption, and renewal discussions. This role offers impact through AI-enabled processes and enterprise-scale customer growth, within a collaborative, AI-first culture.
Responsibilities
- Lead end-to-end onboarding and implementation of ClickUp for new customers, from discovery to go-live support
- Translate functional/technical requirements into scalable ClickUp solutions (workflows, templates, hierarchies, automations)
- Monitor adoption, engagement, and account health; drive adoption plans and account reviews
- Map current-state to future-state processes via workflow discovery and optimization, creating scalable templates
- Drive AI enablement and deployment of agents; design AI automations aligned to business KPIs
- Act as technical partner to accounts to connect adoption with business value and identify expansion opportunities
- Collaborate with Product, Engineering, and Support to translate customer insights into actionable outcomes
- Lead cross-functional efforts to align delivery with success metrics
- Provide training on AI, automation best practices, and governance
- Manage data-driven reporting on AI usage, adoption, and ROI
Key requirements
- Deep understanding of ClickUp platform capabilities, automation, integrations, and AI agents
- Strong experience in customer success, technical enablement, and solution design
- Expertise in discovery, process design, and mapping business needs to technical solutions
- Project/program management skills with structured account planning
- Data and reporting proficiency for health, adoption, and ROI analytics
- Executive-level communication and stakeholder management
- Executive presence
- Collaborative mindset
- Proactive problem-solving
- AI concepts, generative AI, prompt design
- Automation design and agent architecture
- Workflow mapping and optimization
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