About the job
About ClickUp
ClickUp builds an all-in-one workspace designed to simplify how teams work. Our platform brings together tasks, documents, chat, calendar, and enterprise search, all supported by context-aware AI. The goal: help teams work together, save time, and boost productivity. At ClickUp, team members learn and innovate with AI, shaping both our product and the way people work.
Role Overview: Associate Technical Account Manager
The Associate Technical Account Manager (TAM) focuses on customer success, guiding new clients through onboarding and adoption, and helping them see value in ClickUp’s platform. This role works closely with Sales and Support to ensure a smooth customer journey and long-term satisfaction.
Main Responsibilities
- New Customer Onboarding
- Facilitate straightforward onboarding and implementation for new ClickUp users.
- Guide customers through initial setup and enablement, sharing best practices along the way.
- Account Health Management
- Monitor seat usage, adoption trends, and engagement among key stakeholders.
- Create and deliver adoption plans and account reviews to keep accounts healthy.
- Spot risks early, develop recovery plans with the account team, and escalate complex issues when needed.
- Provide ongoing enablement so customers continue to grow with the platform.
- Workflow Mapping
- Run templatized Intake → Execution → Reporting cycles for important workflows.
- Lead discovery sessions to compare current processes with future goals.
- AI Enablement & Agent Deployment
- Encourage adoption of ClickUp AI and help set up simple Agents tailored to customer needs.
- Deliver training on AI features and automation best practices.
- Customer Success & Expansion
- Serve as a partner to small, sales-assisted accounts, connecting product adoption to business value.
- Identify upsell opportunities using templated playbooks and proactive outreach.
Location
This position is based in the Philippines.
