Technical Account Manager

Who this role is best for

Derived from job-description analysis by Serendipath's career intelligence engine.

Skills & requirements

About the role

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 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. This role operates in an AI-native environment, and we expect TAMs at this level to use AI tools as a daily multiplier across account preparation, workflow analysis, solution design, follow-through, and customer enablement.

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. At the L04 level, success means not just understanding AI-enabled features, but showing sound judgment in when and how to use AI to improve execution quality, speed, and customer outcomes.

Technical Account Managers are responsible for delivering measurable value and driving meaningful business outcomes across their customer portfolio by focusing 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.

• AI-Native Execution: Using AI in your own day-to-day workflow to synthesize discovery, accelerate account preparation, improve documentation quality, draft clearer recommendations, and increase the consistency and speed of customer follow-through while maintaining strong judgment and accuracy.

CORE RESPONSIBILITIES:

New Customer Onboarding

• Support end-to-end onboarding and implementation of ClickUp for assigned customers using established discovery frameworks, templates, and project plans.

• Translate functional and technical requirements into ClickUp solutions for standard use cases under the guidance of more senior TAMs when needed.

• Guide customers through setup, integrations, and change management fundamentals, escalating complex scenarios appropriately.

• Use AI-assisted workflows where appropriate to prepare for discovery, summarize implementation decisions, and improve the speed and quality of customer follow-up.

Account Health Management

• Monitor health for your book of business, including utilization, key feature adoption, and champion/stakeholder engagement.

• Execute standard adoption plays and account review cadences to maintain or improve health, leveraging existing playbooks and frameworks.

• Identify risks early and partner with senior TAMs and account teams to build and execute recovery plans.

• Run recurring meetings with your accounts, sharing usage summaries, recommended next steps, and capturing follow-ups.

• Connect AI adoption, automation usage, and workflow improvements to measurable customer outcomes such as efficiency gains, stakeholder adoption, and expansion signals.

Workflow Mapping (IER Framework)

• Conduct Intake → Execution → Reporting (IER) cycles for core customer workflows using established discovery guides and templates.

• Recommend optimizations based on documented best practices and apply workflow templates to support scale and consistency.

• Maintain clear documentation of customer workflows, data models, and configuration decisions following team standards.

• Use AI to help analyze repetitive workflow patterns, identify process friction, and sharpen recommendations — while validating outputs before using them with customers.

AI Enablement & Agent Deployment

• Support adoption of ClickUp AI across relevant customer workflows by configuring and testing standard AI workflows and automations aligned to published best practices.

• Provide training and consultation on how to use existing AI and automation patterns; escalate novel or complex use cases to senior TAMs or specialists.

• Track and report AI usage and credit consumption against plan, surfacing straightforward opportunities to deepen adoption.

• Evaluate AI-generated outputs for accuracy, usefulness, and business relevance before sharing recommendations or enabling them in customer workflows.

• Help customers move from feature awareness to practical workflow transformation by identifying where AI can remove manual work, improve reporting quality, or speed execution in repeatable ways.

Customer Success & Expansion

• Serve as the technical partner for assigned accounts, connecting usage to business value using established value frameworks and artifacts.

• Identify expansion signals (e.g., usage patterns, feature interest) and pass qualified leads and insights to the account team for follow-up.

• Collaborate with Sales and Customer Success to support renewals, expansions, and AI upsells, aligning your work to the broader account strategy.

Cross-Functional Collaboration

• Partner with account teams, Product, and Services to maintain alignment between delivery and success for your accounts.

• Share customer feedback and insights to improve delivery and customer experience, focusing on clear problem statements and reproducible examples.

• Collaborate with more senior TAMs and internal stakeholders on complex initiatives, contributing execution and customer context.

CORE SKILLS & COMPETENCIES:

Technical Acumen

Solid understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality, with a focus on applying documented solutions to customer use cases. Learns and adopts new features and patterns quickly.

AI Expertise

Uses AI and Agents as a daily multiplier, not just an area of awareness. Comfortable with generative AI concepts, prompt design, and automation frameworks, and able to show examples of AI improving work quality, speed, or consistency in a customer-facing environment. Able to implement standard AI use cases and identify when to bring in senior partners for more complex or novel scenarios.

Consultative Discovery

Strong at workflow analysis for core, well-understood processes. Uses structured discovery guides to identify friction points and map customer needs into ClickUp using existing best practices.

Project & Program Management

Strong project and time management for your account load. Able to juggle multiple accounts and workstreams with regular check-ins and guidance from your manager or senior TAMs.

Data & Reporting

Comfortable using dashboards and metrics to communicate health, adoption, and ROI at the account level. Interprets usage data to support clear, actionable recommendations within established frameworks.

Customer Engagement

Executive presence and strong communication skills, with an emphasis on clarit

Source: Clickup careers (Ashby)