Technical Account Manager, Customer Success at ClickUp | Torre

Technical Account Manager, Customer Success

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Full-time

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Emma of Torre.ai
3 months ago

Requirements and responsibilities


OverviewAt 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! 🚀We’re looking for a Technical Account Manager (TAM) to support our customers as a trusted partner and problem-solver, blending strong relationship management with a growing understanding of ClickUp’s platform and capabilities. This role sits at the intersection of customer success, solution strategy, and technical enablement, contributing to long-term growth, adoption, and measurable business outcomes.TAMs at this level manage a defined book of business and own day-to-day execution for their accounts, while working closely with more senior TAMs and cross-functional partners on complex initiatives. You’ll use established frameworks, playbooks, and templates to guide onboarding and adoption, monitor account health, and help ensure stakeholders see continuous value throughout their lifecycle.Technical Account Managers (TAMs) focus on:Customer Enablement & Onboarding: Supporting customers through onboarding and implementation for assigned customers, following established discovery frameworks and implementation plans.Account Health & Engagement: Monitoring adoption and account health within your book, executing standard plays to drive engagement, and escalating risks appropriately.Process Optimization & Solution Design: Collaborating with customers to understand key workflows and configure ClickUp solutions using established best practices, templates, and guidance from senior TAMs.Innovation Adoption & Workflow Automation: Guiding customers in adopting relevant features, including AI and automation, primarily by implementing standard patterns and documented workflows to improve efficiency and outcomes.Qualifications:Minimum 2 years of experience in a customer-facing SaaS role, preferably in Technical Account Management, Customer Success or Account Management.Strong communication and interpersonal skills, with the ability to build rapport and trust with customers of various levels and segments.Practical, hands-on experience using AI to improve productivity and outcomes, including prompt design, workflow automation, and applying AI features responsibly (data privacy, accuracy checks, and human-in-the-loop review) to support customers and internal teams.Resilient and adaptable, especially in a fast-paced startup environment.Understanding of industry-specific workflows, particularly in services, software development, marketing, and PMO.Experience in working with various teams to achieve customer outcomes (Marketing, Finance, Product, Sales, Support).Experience with SaaS technology such as CRM, Salesforce, Tableau , Outreach, Front, and others.Ability to operate within regional time zones.Positive attitude, self-driven, proactive, empathetic, and high energy.If you meet all the qualifications of this job description but are deeply excited about the role, we encourage you to apply. We hire based on ambition, grit, and a passion for improving the way people work.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 EmployerClickUp 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.Privacy NoticeClickUp collects and processes personal data in accordance with applicable data protection laws (including a Global Candidate Privacy Notice). If you are a Philippine Job Applicant, please also see the Philippine Data Privacy Notice.Visa SponsorshipPlease note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time.Fraud AlertClickUp Talent Acquisition will only initiate contact via an @clickup.com email or through our official careers portal on clickup.com. We will never request fees, payments, or sensitive personal information.AI Processing NoticeClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates' employment applications against role-related criteria. These tools support, but do not replace, human decision‑making.