ClickUp

Professional Services Consultant, AI Solutions

ClickUp

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $110,000 - $150,000 per year

About the role

  • Own senior stakeholder relationships; align agent deployments to business priorities, operating constraints, and measurable success metrics.
  • Lead discovery with a consultative approach to identify high-value workflows for agentic automation; translate goals into a practical delivery roadmap.
  • Provide guidance on governance, risk controls, and adoption strategy for AI-enabled workflows (ownership, escalation paths, monitoring, change management).
  • Own ongoing post-launch customer relationship management, proactively monitoring adoption and outcomes, coordinating cross-functional stakeholders, and identifying risks and expansion opportunities.
  • Lead kickoff through launch for Certified Agent engagements, ensuring strong scope control, timeline management, and stakeholder alignment.
  • Run process mapping (current and future state), document requirements, and secure signoff on the build package.
  • Optimize customer workspace foundations to support agent-driven operations (structure, permissions, templates, reporting, operational hygiene).
  • Configure Certified Agents and supporting workflows; apply prompting best practices and implementation standards.
  • Build UAT plans and test cases; perform internal validation and coordinate customer validation to ensure outcomes meet requirements.
  • Drive launch readiness and adoption: admin and end-user enablement, walkthroughs, and post-launch stabilization.
  • Produce customer-ready documentation (process maps, agent prompt/config rationale, use-case walkthroughs, operating guidance).
  • Establish and track KPIs that demonstrate business impact (efficiency gains, error reduction, throughput, compliance, ROI).
  • Identify expansion opportunities for additional agent use cases and broader workflow optimization, partnering with Sales/CS as appropriate.
  • Support ongoing services such as agent updates and periodic recertification, ensuring solutions remain aligned to evolving customer needs.
  • Set a high bar for delivery quality; improve repeatability through templates, checklists, and playbooks.
  • Mentor and enable other consultants on Certified Agent delivery methods, prompting standards, and troubleshooting patterns.
  • Partner cross-functionally (Solutions, Support, Product/AI, Integrations) to resolve escalations and improve customer outcomes.
  • Surface delivery insights and product gaps to inform roadmap, packaging, and services strategy.

Requirements

  • 4+ years of experience in a customer-facing role in B2B SaaS (Professional Services, Implementation Consulting, Solutions Consulting, Technical CSM, or Technical Project/Program Management).
  • Experience delivering AI-enabled automation (agents, copilots, workflow automation, decisioning) in production environments.
  • Proven experience leading complex, multi-stakeholder implementations with strong project management and executive communication.
  • Strong process mapping and solution design skills, translating ambiguous workflows into scalable operating models.
  • Deep comfort with hands-on configuration and troubleshooting in workflow platforms, automation systems, and/or enterprise SaaS tools.
  • Demonstrated understanding of prompt design, guardrail configuration, and iterative optimization of AI-driven workflows.
  • Strong facilitation skills (discovery workshops, design sessions, enablement trainings, executive readouts).
  • Excellent written communication; able to produce crisp requirements, plans, and customer-facing documentation.
  • Ability to operate autonomously, prioritize across multiple engagements, and drive outcomes in a fast-paced environment.
  • Familiarity with Model Context Protocol (MCP) concepts and safe tool integration patterns.
  • Experience configuring agents with structured memory, tool access, and external system integrations.
  • Ability to diagnose and improve agent performance through structured iteration and evaluation.
Benefits
  • Equity
  • 401k
  • Health, Dental, and Vision insurance
  • Spending accounts
  • Life & Disability
  • Paid parental leave
  • Flexible paid time off
  • Enhanced employee assistance program
  • Employee wellness stipend
  • Professional development stipend
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
AI-enabled automationworkflow automationproject managementprocess mappingsolution designconfigurationtroubleshootingprompt designguardrail configurationagent performance evaluation
Soft Skills
stakeholder managementexecutive communicationfacilitationwritten communicationautonomyprioritizationconsultative approachmentoringcross-functional collaborationcustomer relationship management