ClickUp · 15 hours ago
Senior CSM (Customer Success Manager)
United States
Full-time
Remote
Senior Level
$110K/yr - $150K/yrClickUp is redefining the future of work with its innovative AI-driven platform. They are seeking a Senior Customer Success Manager to act as a strategic partner for customers, focusing on relationship management, onboarding, and ensuring long-term success through ClickUp’s capabilities.
AppsCollaborationProductivity ToolsSaaSSoftwareTask Management
No H1B
Responsibilities
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
Required
Strong relationship management skills
Deep understanding of ClickUp's platform and capabilities
Customer-first mindset
Experience in developing success plans
Guiding onboarding and adoption
Ensuring stakeholders see continuous value throughout their lifecycle
Support technical initiatives like process optimization, workflow design, and AI enablement
Ownership of overall health, engagement, and strategic direction of accounts
Cross-functional collaboration with Sales, Product, and Support
Customer Enablement & Onboarding experience
Account Health & Engagement management
Process Optimization & Solution Design skills
Innovation Adoption & Workflow Automation experience
Technical Acumen: Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality
AI Expertise: Familiar with generative AI concepts, prompt design, and automation frameworks
Consultative Discovery: Exceptional at workflow analysis, process design, and identifying friction points
Project and Program Management skills
Data and Reporting proficiency
Customer Engagement: Executive presence and strong communication skills
Account Ownership: Full accountability for assigned book of business
Collaboration and Influence: Works cross-functionally with account team, Product, and Sales
Company
ClickUp
ClickUp is the world’s first Converged AI Workspace, bringing together all work apps, data, and workflows.
Founded in 2017
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$537.5MKey Investors
GeorgianCraft Ventures
2021-10-27Series C· $400M
2020-12-15Series B· $100M
2020-06-24Series A· $35M
Leadership Team
Zeb Evans
Founder & Chief Executive Officer
Alex Yurkowski
Cofounder and CTO
Recent News
Company data provided by crunchbase