Associate Technical Account Manager

At ClickUp, we’re not just building software. We’re architecting the future of work! In a world overwhelmed by work sprawl, we saw a better way. That’s why we created the first truly converged AI workspace, unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI, empowering millions of teams to break free from silos, reclaim their time, and unlock new levels of productivity. At ClickUp, you’ll have the opportunity to learn, use, and pioneer AI in ways that shape not only our product, but the future of work itself. Join us and be part of a bold, innovative team that’s redefining what’s possible! 🚀

Associate TAMs lead with a customer-first mindset, developing simple success plans, guiding lite onboarding and adoption, and ensuring stakeholders see value throughout their lifecycle. You’ll work cross-functionally with Sales and Support to align efforts and ensure customers are set up for success.

Role

New Customer Onboarding

• Support lite onboarding and implementation of ClickUp.
• Guide customers through foundational setup and enablement, while promoting ClickUp best-practices.

Account Health Management

• Monitor seat utilization, adoption trends, and Champion/Stakeholder engagement.
• Build and execute simple adoption plans and account reviews to maintain or improve health.
• Identify risks early and build recovery plans in partnership with the account team. Escalating to leadership for ownership if the risks become complex.
• Deliver ongoing enablement, ensuring customers continue to mature with the platform.

Lite Workflow Mapping

• Conduct templatized Intake → Execution → Reporting (IER) cycles for key workflows.
• Run discovery sessions to map current-state vs. future-state processes.

Lite AI Enablement & Agent Deployment

• Drive adoption of ClickUp AI and deploy simple Agents tied to customer use cases.
• Provide training on AI and automation best practices.

Customer Success & Expansion

• Serve as the partner to small sales assisted accounts, connecting adoption to business value.
• Discover upsell opportunities through templated playbooks and pass off those opportunities to sales who will own the lead and upsell.

Cross-Functional Collaboration

• Partner with account teams to maintain alignment between delivery and success.

Preferred Qualifications

• Proficient understanding of ClickUp platform capabilities, automation logic, and AI Agent functionality.
• Able to translate business needs into simple solutions.
• Familiar with generative AI concepts and automation frameworks.
• Proficient at workflow analysis, process design, and identifying friction points. Uses structured discovery to map customer needs into ClickUp.
• Comfortable using dashboards and metrics to communicate health, adoption, and ROI.
• Works cross-functionally with account team and Sales to align on outcomes.
• Escalates to the appropriate stakeholder when the scope of work exceeds their expectations in the role.

Location & Working Model

• Preferred working hours: EMEA business hours or AMER PST business hours

Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!

At ClickUp, we assess every candidate based on the potential impact they can have. We hire the best people for the job and support each person’s journey to build their boldest career.

Equal Opportunity Employer

ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.