- This role sits at the intersection of customer success, solution strategy, and technical enablement, supporting long-term growth, adoption, and measurable business outcomes
- Senior Strategic Services Consultants at ClickUp lead with a customer-first mindset, developing success plans, guiding onboarding and adoption, and ensuring stakeholders see continuous value throughout their lifecycle
- While you’ll support technical initiatives like process optimization, workflow design, and AI enablement, you’ll also own the overall health, engagement, and strategic direction of your accounts
- You’ll work cross-functionally with Sales, Product, and Support to align efforts and ensure each customer’s success story is long-term, scalable, and impactful
- Senior Strategic Services Consultants at ClickUp are responsible for delivering measurable value and driving meaningful business outcomes across their customer portfolio by focusing on:
- Customer Enablement & Onboarding: Guiding new teams through implementation, onboarding, and training to ensure a smooth start and foundational success
- Account Health & Engagement: Proactively managing user adoption, stakeholder alignment, and account health to promote long-term success, retention, and growth opportunities
- Process Optimization & Solution Design: Collaborating with customers to identify critical business processes, map them to scalable solutions, and drive efficiency through ongoing refinement and performance insights
- Innovation Adoption & Workflow Automation: Empowering customers to leverage emerging features and technologies, including AI and automation, to enhance productivity, streamline operations, and deliver real-world impact
- Senior Strategic Services Consultant at ClickUp act as the strategic and technical owner of the customer relationship, ensuring every customer achieves measurable success through ClickUp product and AI feature set
- New Customer Onboarding
- 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
- Account Health 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
- Workflow Mapping (IER Framework)
- 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
- AI Enablement & Agent Deployment
- 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
- Customer Success & Expansion
- 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
- Cross-Functional Collaboration
- 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
- Interprets usage data to drive recommendations
- Account Ownership: Full accountability for assigned book of business: proactive, organized, and driven to achieve measurable outcomes
Collaboration and Influence: Works cross-functionally with account team, Product, and Sales to align on outcomes
