Staff Solutions Consultant

ClickUp

. Lead structured discovery sessions and workshops with business, technical, and executive stakeholders to understand workflows, systems, constraints, success metrics, and AI readiness .

Posted 4/10/2026full-timeRemote • 🇺🇸 United StatesLead💰 $175,000 - $220,000 per yearWebsite

About the role

Key responsibilities & impact

Lead structured discovery sessions and workshops with business, technical, and executive stakeholders to understand workflows, systems, constraints, success metrics, and AI readiness
Document current state processes, decision points, and handoffs, identifying where ClickUp and AI Agents can support customer requirements and improve execution
Map system touchpoints, integrations, and data dependencies required to support reliable AI-powered workflows and agent context
Design ClickUp solution architectures that combine workflows, automations, integrations, and AI Agents to support customer business objectives
Configure and validate workflows, automations, data synchronization, and agent behaviors to ensure solutions are scalable, governable, and aligned to real operating models
Build prototypes and demo environments that showcase AI-assisted workflows in realistic customer scenarios
Quantify value and develop business cases highlighting efficiency gains, cycle time reduction, cost avoidance, and tool consolidation enabled by AI-powered workflows
Author and own Statements of Work, including scope, phases, deliverables, success criteria, assumptions, risks, dependencies, and commercial structure
Partner with Account Executives and delivery teams on resource planning and sequencing to ensure AI Agent implementations are realistic, achievable, and clearly understood

Requirements

What you’ll need

Bachelor’s degree in Computer Science, Engineering, Information Systems, Finance, Business Analytics, or a related technical discipline, or equivalent practical experience
6–8+ years of experience in solution consulting, presales, enterprise implementation, or workflow and process consulting roles
Demonstrated ability to design and defend AI-enabled workflows that combine structured data, automations, integrations, and AI Agents in real customer environments
Strong experience with prompt engineering, including agent role definition, constraint setting, structured outputs, and failure handling within production workflows
Hands-on experience designing or deploying AI-assisted systems, including agent context definition, data grounding, and workflow orchestration
Understanding of common AI failure modes, including hallucination, context drift, and reliability constraints, and how structured data and governance mitigate them
Proven experience owning, authoring, and negotiating Statements of Work and commercial scopes for custom professional services engagements
Ability to operate comfortably in ambiguity and translate emerging AI capabilities into practical, adoptable solutions

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

AI-enabled workflowsprompt engineeringautomationsintegrationsworkflow orchestrationdata synchronizationAI Agentssolution consultingenterprise implementationbusiness analytics

Soft Skills

leadershipcommunicationproblem-solvingnegotiationadaptabilitycollaborationcritical thinkingresource planningstakeholder engagementambiguity management