Apply on Employer Site

ClickUp · 1 hour ago

Senior Strategic Services Consultant

United States

Full-time

Remote

Senior Level

$110K/yr - $150K/yr

ClickUp is a company focused on redefining the future of work through innovative software solutions. They are seeking a Senior Strategic Services Consultant to act as a strategic partner for customers, ensuring successful onboarding, adoption, and overall account health while leveraging ClickUp's platform and AI capabilities.

AppsCollaborationProductivity ToolsSaaSSoftwareTask Management

No H1B

Responsibilities

Guiding new teams through implementation, onboarding, and training to ensure a smooth start and foundational success

Proactively managing user adoption, stakeholder alignment, and account health to promote long-term success, retention, and growth opportunities

Collaborating with customers to identify critical business processes, map them to scalable solutions, and drive efficiency through ongoing refinement and performance insights

Empowering customers to leverage emerging features and technologies, including AI and automation, to enhance productivity, streamline operations, and deliver real-world impact

Lead or support the end-to-end onboarding and implementation of ClickUp, from discovery and solution design to training and go-live support

Translate functional and technical requirements into scalable ClickUp solutions, including workflows, templates, hierarchies, and automations

Guide customers through foundational setup, integration, and enablement, while promoting best-practices and system governance and change management

Monitor seat utilization, adoption trends, and Champion/Stakeholder engagement

Build and execute adoption plans and account reviews to maintain or improve health

Identify risks early and build recovery plans in partnership with the account team

Deliver ongoing change management and enablement, ensuring customers continue to evolve and mature with the platform

Conduct Intake → Execution → Reporting (IER) cycles for key workflows

Lead discovery sessions to map current-state vs. future-state processes

Recommend optimizations and create workflow templates to scale across teams

Drive adoption of ClickUp AI and build custom workflow Agents tied to customer use cases

Partner with customers to define and deliver new AI automations that align with business KPIs

Provide technical training and consultation on AI and automation best practices, including prompt design, agent architecture, and scaling use cases across teams

Track and report AI usage and credit consumption against plan

Serve as the technical partner to assigned accounts, connecting adoption to business value

Generate qualified leads through data-driven insights and AI usage analysis

Drive cross-functional alignment to position renewals, expansions, and AI upsells

Act as the voice of the customer, translating business objectives and pain points into actionable insights for Product, Engineering, and Support

Partner with account teams to maintain alignment between delivery and success

Qualification

ClickUp platform expertiseAI enablementWorkflow designData analysisProject managementCustomer engagementAccount ownershipConsultative discoveryCollaboration