Technical Account Manager
Core
Technical Implementation Account Manager supporting customer onboarding, adoption, and workflow optimization using ClickUp's AI-native platform.
Role type
Mid-level Technical Account Manager (L04)
Builds
Customer onboarding, workflow configurations, and AI/automation implementations
Domain
SaaS / Project Management / AI
Required skills
ClickUp platform expertise, AI and automation implementation, consultative discovery, project management, data reporting
Preferred skills
Generative AI concepts, prompt design, workflow analysis
Technologies
ClickUp, AI Agents, automation frameworks
Responsibilities
Support end-to-end onboarding and implementation for assigned customers; Monitor account health and execute adoption plays; Conduct Intake → Execution → Reporting (IER) cycles for customer workflows; Support adoption of ClickUp AI and configure standard AI workflows; Identify expansion signals and collaborate with sales for renewals and upsells.
Seniority
Mid-level, hands-on IC