Associate Technical Account Manager

ClickUp

Customer Success role supporting ClickUp software onboarding and adoption for customers. Collaborating cross-functionally to enhance customer experience and driving ClickUp software utilization.

Posted 4/14/2026full-timeRemote • 🇵🇭 PhilippinesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Support lite onboarding and implementation of ClickUp.
Guide customers through foundational setup and enablement, while promoting ClickUp best-practices.
Monitor seat utilization, adoption trends, and Champion/Stakeholder engagement.
Build and execute simple adoption plans and account reviews to maintain or improve health.
Identify risks early and build recovery plans in partnership with the account team. Escalating to leadership for ownership if the risks become complex.
Deliver ongoing enablement, ensuring customers continue to mature with the platform.
Conduct templatized Intake → Execution → Reporting (IER) cycles for key workflows.
Run discovery sessions to map current-state vs. future-state processes.
Drive adoption of ClickUp AI and deploy simple Agents tied to customer use cases.
Provide training on AI and automation best practices.
Serve as the partner to small sales assisted accounts, connecting adoption to business value.
Discover upsell opportunities through templated playbooks and pass off those opportunities to sales who will own the lead and upsell.
Partner with account teams to maintain alignment between delivery and success.

Requirements

What you’ll need

Proficient understanding of ClickUp platform capabilities, automation logic, and AI Agent functionality.
Able to translate business needs into simple solutions.
Familiar with generative AI concepts and automation frameworks.
Proficient at workflow analysis, process design, and identifying friction points. Uses structured discovery to map customer needs into ClickUp.
Comfortable using dashboards and metrics to communicate health, adoption, and ROI.
Works cross-functionally with account team and Sales to align on outcomes.
Escalates to the appropriate stakeholder when the scope of work exceeds their expectations in the role.

Benefits

Comp & perks

Equal Opportunity Employer
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Hard Skills & Tools

ClickUpautomation logicAI Agent functionalityworkflow analysisprocess designdiscovery sessionsadoption plansmetrics communicationgenerative AI conceptsautomation frameworks

Soft Skills

customer enablementrisk identificationproblem-solvingcross-functional collaborationcommunicationtraining deliverystakeholder engagementbusiness value translationupsell opportunity discoverystructured discovery