As a Strategic Services Consultant, you'll lead client strategy, manage projects, conduct ROI analyses, and enhance user adoption of ClickUp across the AMER region.
ClickUp is revolutionizing the way the world works. As the only all-in-one productivity platform built from day one for true convergence, ClickUp unifies tasks, docs, chat, calendar, enterprise search, and more—supercharged by context-driven AI. While others scramble to bundle fragmented tools or bolt on AI, we anticipated this future and made it our foundation from the start. Headquartered in San Diego with a rapidly expanding global footprint, we empower over three million teams to break free from silos and reclaim their time—saving at least one day every week. Join ClickUp, one of the fastest-growing SaaS companies on the planet, and help millions of users transform the way they work. We’re not just building software. We’re shaping the future of work. Come join us in building the future—together. 🦄
This is a once-in-a-lifetime opportunity to join a hyper growth startup as an Strategic Services Consultant within our AMER Professional Services team.
We’re in search of an experienced Strategic Services Consultant within the AMER region. This spans everything from developing a long-term strategy and project plan with the Customer decision managers, managing and delivering on the plan to answering tactical product questions. Tactically speaking, this will include conducting discovery, making recommendations based on discovery, managing those projects, and enabling the customer and their users via training and change management concepts.
Given we're in hyper growth mode we’re looking for someone who is a little scrappy, knows how to hustle, and is prepared to get their hands dirty. Great data hygiene, project management skills, Champion building, attention to detail and time management will be your greatest strengths, as you'll be supporting multiple customers across the AMER region.
The Role:
- 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.
Qualifications:
- 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.
Bonus:
- 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.
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
USA Salary Range (OTE)
$90,000—$126,000 USD
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!
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.
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.
ClickUp 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. Please disregard any offers received outside these channels and report them to [email protected].
Top Skills
APIs
B2B Saas
JIRA
Middleware
NetSuite
Oracle
Paas
Project Management Tools
SAP
Servicenow
SFDC
Workday
Similar Jobs
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
The Strategic Advisory Services Consultant enhances security programs, engages with management, and develops cyber initiatives while contributing to thought leadership.
Top Skills:
CybersecurityCybersecurity PolicyIncident ResponseRisk AnalysisSecurity Management ConsultingSecurity Program Development
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
As a Staff Data Platform Software Engineer, you will build and enhance data access solutions on the ServiceNow AI Platform, optimize database performance, and mentor junior engineers.
Top Skills:
Ai Productivity ToolsCypherJavaMariadbMs Sql ServerMySQLNeo4JOraclePostgresUnix Shell
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
The Partner Management Director will lead sales efforts with Genpact, generate new business opportunities, and develop go-to-market strategies to drive revenue growth across global markets.
Top Skills:
AICloudSaaSSoftware
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
