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ClickUp · 3 days ago

Senior Strategic Services Consultant

United States of America

Full-time

Hybrid

Mid, Senior Level

$110K/yr - $150K/yr

2+ years exp

ClickUp is a company that is redefining the future of work through innovative software solutions. They are seeking a Senior Strategic Services Consultant to develop long-term strategies and manage projects for clients, optimizing their use of ClickUp's features to enhance operational efficiency and customer satisfaction.

AppsCollaborationProductivity ToolsSaaSSoftwareTask Management

No H1B

Responsibilities

Lead the creation of comprehensive strategic roadmaps for clients, aligning their business objectives with ClickUp solutions

Provide expert consultation to clients on leveraging ClickUp to optimize processes, improve ROI, and enhance overall operational efficiency

Conduct thorough ROI analysis, demonstrating the value of ClickUp features and advising clients on maximizing their investment

Identify initiatives to maintain and manage customer expectations and satisfaction. This include conducting discovery, making recommendations, managing any associated projects, and enabling the customer

Collaborate with an offshore team to deliver customer projects and ensure accurate execution of deliverables

Partner with customers across the AMER region to establish clear business goals, timelines, priorities, and metrics of success

Identify and nurture client champions within organizations, building strong relationships to drive user adoption and satisfaction

Run meetings to assess progress against goals, opportunities for improvement, and impact of ClickUp on team productivity

Host regular syncs with the Customer to help uncover other potential areas for success

Work with customers to gather functional and technical requirements, then map those requirements to a ClickUp solution. Work with ClickUp's Services Integration team to scope integrations, where appropriate, including positioning integrations with our customers as an offering

Act as a product expert and advocate for the Customer and their internal success at ClickUp

Partner with the Sales, Solution Engineering, Success, Support and Product teams to understand customer use cases, transfer knowledge and provide real time feedback on feature requests and limitations

Collaborate with the sale and success teams to identify opportunities for account growth, expansion, upselling additional services, and ensuring overall client success

Contribute to the definition, development and improvement of both regional and global operational processes

Prioritize the customer experience, lead by example, and monitor adherence to professional services policies and procedures

Act as a coach and mentor to less experienced team members

Qualification

B2B SaaS experienceTechnical consultingCustomer successProject managementTechnical integrationsPMP certificationAgile methodologyEmpathyCommunication skillsProblem solvingPresentation skillsAttention to detail

Required

2-3 years of experience in B2B SaaS as a technical customer success manager, implementation manager, technical project manager, technical account manager, or technical consultant, specifically within onboarding and implementation of software

Strong project management skills to keep projects on-track and manage unique flows

At least 2 years of experience implementing new technology for medium and large organizations

Strong problem solving skills

Ability to clearly articulate technical topics to a non-technical audience

Superb written and verbal communication skills

Positive attitude, empathy, and high energy

Strong customer-facing and presentation skills with the ability to establish credibility with executives

Some travel may be required based on client needs

Preferred

Experience in SaaS, PPM software, or collaborative work management (CWM) tools such as Monday, Wrike, Planview, Changepoint, CA, Mavenlink, Workfront, etc

Experience with relevant enterprise solutions such as JIRA, ServiceNow, SFDC, Oracle, SAP, Workday, Netsuite, etc

Experience in Big 4 consulting firm or equivalent enterprise software Professional Services org, deploying software across multiple organizations and use cases of an enterprise

Experience building technical integrations via API, middleware, or PaaS tools

Qualifications in PMP, PRINCE2, Scrum, Kanban, Agile, etc

PMP or Agile Scrum certified

MBA