Opportunities at Craft portfolio companies


Customer Success Manager



Posted on Thursday, February 1, 2024

ClickUp is the world’s only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform that includes project management, document collaboration, whiteboards, spreadsheets, and role-based AI tools. Our dedication to enhancing productivity has earned us recognition on prestigious lists including the Forbes Cloud 100, Fast Company's Most Innovative Companies, Inc. Power Partners and #1 on two of G2's Best Software Products Lists for 2023 - #1 Project Management Product and #1 Collaboration and Productivity Product. With our headquarters based in San Diego and a rapidly expanding global presence, we are shaping the future of work. Join our team at ClickUp, one of the fastest-growing SaaS companies worldwide, and help millions of users be more productive - saving them at least one day every week. 🦄

ClickUp seeks a dynamic Customer Success Manager for our Scaled Customer Success team. This pivotal role drives success for small to mid-market clients, maximizing their use of ClickUp. The perfect fit is versatile, excels in a start-up setting, and embodies ClickUp's core values.

The Role:

  1. Strategic Customer Engagement: Develop and manage engagement plans for a diverse client portfolio, utilizing a scaled, 1:many approach for maximum efficiency. Strategically schedule meetings to identify and mitigate risks and help customers understand how to improve their workflow with ClickUp. Focus on crucial touch points rather than frequent meetings, ensuring each interaction is impactful and value-driven.
  2. Client Relationship Building: Establish and nurture connections with key stakeholders, understanding their needs and objectives.
  3. Interdepartmental Collaboration: Work with Sales, Solutions, Product, and Support teams to enhance customer experience and address client requirements.
  4. Business Expansion Focus: Identify opportunities for business growth through discovery sessions and collaborate with Sales for client expansion.
  5. Customer Advocacy: Represent the customer’s voice within ClickUp, prioritizing their feedback and needs.
  6. Facilitate Workshops and Training: Effectively conduct workshops and training sessions, enabling clients to maximize their use of ClickUp’s features


  • Minimum 3 years of experience in a customer-facing SaaS role, preferably in Customer Success or Account Management.
  • Ability to work in North American time zones.
  • Strong communication and interpersonal skills, with the ability to build rapport and trust with customers.
  • Grit and resilience, particularly suited to a fast-paced start-up environment.
  • Capability to overcome challenges and adapt to changing situations.
  • Highly coachable with a willingness to both provide and receive feedback constructively.
  • Self-motivated and proactive.
  • Strong problem-solving skills, able to simplify complex requirements for customer implementation.
  • You are knowledgeable in project management, business process redesign, and change management.
  • Strong business acumen and a deep comprehension of the requirements for expanding business units.
  • Ability to speak with C-suite-level executives, build relationships, and translate business goals into outcomes.
  • Proven track record of driving customer retention and growth.
  • Experience working with cross-functional teams to deliver results (Marketing, Finance, Product, Sales, Support)

ClickUp was founded on a culture of hard work, consistent growth, and a desire to break norms. We’re a values-driven company and hire based on ambition, merit, and a willingness to do what it takes to succeed. We don’t care where you’re from, what you look like, or who you’re in a relationship with—we hire the best people for the job, and create an environment that supports employees on their journey to do the most exciting work of their lives! 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.

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