ClickUp

Associate Technical Account Manager

ClickUp

full-time

Posted on:

Location Type: Remote

Location: Philippines

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About the role

  • 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

  • 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
  • Equal Opportunity Employer
  • Privacy Notice
Applicant Tracking System Keywords

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

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