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Requirements and responsibilities
At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀We're looking for a Revenue Operations Manager (Presales Solutions) to join our team as the trusted business partner to our Solutions Engineering (SE) and Solutions Consulting (SC) leadership. The ideal candidate will be an AI-native, data-driven operator who thrives in solving complex problems and accelerating revenue through pre-sales excellence. You will focus on Solutions functions spanning deal inspection, performance and forecasting, territory design and capacity planning, variable compensation, and scalable engagement frameworks. You will drive the rhythm of business for our Solutions leaders by unlocking data insights, inspecting performance, forecasting pipeline and capacity needs, and influencing strategic decisions. You'll also continuously innovate and enhance our technology automation and AI solutions to deliver compelling pre-sales operations at global scale. This role will represent our stakeholder teams in cross-company projects and initiatives centered on accelerating deal velocity and revenue growth while maintaining operational efficiency.This Solutions Operations leadership role is a career-defining opportunity to join a hyper-growth, industry-defining innovator and shape a function that will have a wide-reaching impact across our company and our customers. We're in need of a highly driven builder to blend strategic planning with rigorous execution across all aspects of our business processes, achieving operational excellence through automation and AI.If this sounds like the next adventure for you, please apply now!About the RoleDrive forecasting, deal inspection, and win/loss analysis for Solutions Engineering, providing weekly pacing updates, confidence overlays, and strategic narrative to SE leadershipAccelerate AI transformation within the Solutions organization, from opportunity identification and prioritization through requirements definition, design, development, deployment and governanceBuild and orchestrate AI agents that automate high-volume operational workflows (e.g., deal prep, loss analysis, forecast digests, QBR generation), applying agentic architecture including skills-based design, agent chaining, and composable frameworksDesign and maintain SE:AE territory alignment, capacity models, and headcount plans to ensure optimal coverage across segments, geographies, and deal complexity tiersManage variable compensation operations end-to-end: target setting, leading indicator definition, quota uploads, attainment tracking, incentive development, and payout governanceProduce QBRs, executive summaries, and cross-functional communications that synthesize SE and SC performance into compelling narratives for leadershipIdentify operational bottlenecks and design scalable solutions by utilizing a mix of process improvements, automation, and AI-driven tools to revolutionize critical business processes and increase team productivitySynthesize the Solutions experience and overall trends to drive cross-functional alignment with teams including Sales, Services, Customer Success, Product & Engineering, and FinanceAbout You5+ years in an Operations and/or Strategy role focused on Sales, Pre-Sales, Solutions Engineering/Consulting, or similar GTM functionsDeep knowledge of pre-sales methodology, deal qualification, pipeline management, solution scoping, and related performance metricsTrack record of leading technology-enabled business process transformations, with an emphasis on strategic application of AI and automation tools and techniques (e.g., Claude, Gemini, n8n, Retool, Zapier, Make)AI-native professional who actively leverages generative and agentic AI in their day-to-day work, bringing firsthand expertise to help internal teams unlock the full potential of automationExpert in managing and analyzing data, including building reports and models for executives and senior leaders, front line managers and individual contributorsExperience with managing budgets, running a forecasting cadence, and performing variance analysisEffective at engaging and influencing executive stakeholders, building consensus, and driving collaborative changeDemonstrated leadership role in building/scaling teams and workflows, preferably in a pre-sales, solutions, or revenue operations functionDirect experience with a SaaS business model, customer journey and core KPIs in a high-growth, global environmentProficient with Salesforce, ClickUp, Gong, or comparable platformsStrategic thinker with a bias for action: hands-on, scrappy, and able to take projects to the finish lineExhibits extreme accountability and ownership, with an obsession for continuous improvement and mastery of your craftUnsure 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!This position is eligible for the following benefits and perks:Equity401kHealth, Dental, and Vision insuranceSpending accountsLife & DisabilityPaid parental leaveFlexible paid time offEnhanced employee assistance programEmployee wellness stipendProfessional development stipend
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