Strategic Services Consultant

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 skil