Strategic Services Consultant
ClickUp
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 AI. 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. 🦄
AMER region.
- Lead the creation of comprehensive strategic roadmaps for clients, aligning their business objectives with ClickUp solutions.
- Provide expert consultation to clients on leveraging ClickUp to optimize processes, improve ROI, and enhance overall operational efficiency.
- Conduct thorough ROI analysis, demonstrating the value of ClickUp features and advising clients on maximizing their investment.
- Identify initiatives to maintain and manage customer expectations and satisfaction. This include conducting discovery, making recommendations, managing any associated projects, and enabling the customer.
- Collaborate with an offshore team to deliver customer projects and ensure accurate execution of deliverables.
- Partner with customers across the AMER region to establish clear business goals, timelines, priorities, and metrics of success.
- Identify and nurture client champions within organizations, building strong relationships to drive user adoption and satisfaction.
- Run meetings to assess progress against goals, opportunities for improvement, and impact of ClickUp on team productivity.
- Host regular syncs with the Customer to help uncover other potential areas for success
- Work with customers to gather functional and technical requirements, then map those requirements to a ClickUp solution. Work with ClickUp's Services Integration team to scope integrations, where appropriate, including positioning integrations with our customers as an offering
- Act as a product expert and advocate for the Customer and their internal success at ClickUp
- Partner with the Sales, Solution Engineering, Success, Support and Product teams to understand customer use cases, transfer knowledge and provide real time feedback on feature requests and limitations.
- Collaborate with the sale and success teams to identify opportunities for account growth, expansion, upselling additional services, and ensuring overall client success.
- Contribute to the definition, development and improvement of both regional and global operational processes.
- Prioritize the customer experience, lead by example, and monitor adherence to professional services policies and procedures.
- Act as a coach and mentor to less experienced team members.
- 2-3 years of experience in B2B SaaS as a technical customer success manager, implementation manager, technical project manager, technical account manager, or technical consultant, specifically within onboarding and implementation of software.
- Strong project management skills to keep projects on-track and manage unique flows.
- At least 2 years of experience implementing new technology for medium and large organizations.
- Strong problem solving skills.
- Ability to clearly articulate technical topics to a non-technical audience.
- Superb written and verbal communication skills.
- Positive attitude, empathy, and high energy.
- Strong customer-facing and presentation skills with the ability to establish credibility with executives.
- Some travel may be required based on client needs.
- Experience in SaaS, PPM software, or collaborative work management (CWM) tools such as Monday, Wrike, Planview, Changepoint, CA, Mavenlink, Workfront, etc.
- Experience with relevant enterprise solutions such as JIRA, ServiceNow, SFDC, Oracle, SAP, Workday, Netsuite, etc.
- Experience in Big 4 consulting firm or equivalent enterprise software Professional Services org, deploying software across multiple organizations and use cases of an enterprise.
- Experience building technical integrations via API, middleware, or PaaS tools.
- Qualifications in PMP, PRINCE2, Scrum, Kanban, Agile, etc.
- PMP or Agile Scrum certified.
- MBA.
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Salary and Benefits
At ClickUp, we believe in transparency and fairness in compensation. The range displayed reflects the minimum and maximum target salaries for the position across all US locations. Please note that the actual compensation for this position may vary and is dependent on factors such as geographic location, interview performance, years of experience, education level, and specific skills. We encourage candidates to discuss compensation expectations during the interview process to ensure alignment with their qualifications and our company’s compensation philosophy.
This position is eligible for the following benefits and perks:
- Equity
- 401k
- Health, Dental, and Vision insurance
- Spending accounts
- Life & Disability
- Paid parental leave
- Flexible paid time off
- Enhanced employee assistance program
- Employee wellness stipend
- Professional development stipend
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!
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.
ClickUp collects and processes personal data in accordance with applicable data protection laws.
- If you are a European Job Applicant, see our privacy policy for further details.
- If you are a Philippine Job Applicant, see our privacy policy and our Philippine Data Privacy Notice for further details.
Please 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. Please reach out to the recruiter with any questions.
