Technical Account Manager, Professional Services

At ClickUp, we’re not just building software. We’re architecting the future of work! In a world overwhelmed by work sprawl, we saw a better way. That’s why we created the first truly converged AI workspace, unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI, empowering millions of teams to break free from silos, reclaim their time, and unlock new levels of productivity. At ClickUp, you’ll have the opportunity to learn, use, and pioneer AI in ways that shape not only our product, but the future of work itself. Join us and be part of a bold, innovative team that’s redefining what’s possible! 🚀


We’re looking for a Technical Account Manager to support our customers as a trusted partner and problem-solver, blending strong relationship management with a growing understanding of ClickUp’s platform and capabilities. This role sits at the intersection of customer success, solution strategy, and technical enablement, contributing to long-term growth, adoption, and measurable business outcomes.

Technical Account Managers at this level manage a defined book of business and own day-to-day execution for their accounts, while working closely with more senior TAMs and cross-functional partners on complex initiatives. You’ll use established frameworks, playbooks, and templates to guide onboarding and adoption, monitor account health, and help ensure stakeholders see continuous value throughout their lifecycle.

Technical Account Managers are responsible for delivering measurable value and driving meaningful business outcomes across their customer portfolio by focusing on:

- Customer Enablement & Onboarding: Supporting customers through onboarding and implementation for assigned customers, following established discovery frameworks and implementation plans.

- Account Health & Engagement: Monitoring adoption and account health within your book, executing standard plays to drive engagement, and escalating risks appropriately.

- Process Optimization & Solution Design: Collaborating with customers to understand key workflows and configure ClickUp solutions using established best practices, templates, and guidance from senior TAMs.

- Innovation Adoption & Workflow Automation: Guiding customers in adopting relevant features, including AI and automation, primarily by implementing standard patterns and documented workflows to improve efficiency and outcomes.


CORE RESPONSIBILITIES

Technical Account Managers act as key strategic and technical partners for their customers, ensuring every customer makes measurable progress toward success through the ClickUp product and AI feature set.


NEW CUSTOMER ONBOARDING

- Support end-to-end onboarding and implementation of ClickUp for assigned customers using established discovery frameworks, templates, and project plans.

- Translate functional and technical requirements into ClickUp solutions for standard use cases under the guidance of more senior TAMs when needed.

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