Senior Strategic Consultant

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. 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. 🦄

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. 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 including project management, document collaboration, spreadsheets, chat, goals, and more. On a mission to make the world more productive, ClickUp is headquartered in San Diego and scaling remotely and internationally. As one of the fastest-growing SaaS companies in the world, ClickUp helps millions of users to be more productive and save at least one day every week!   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.
• 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:

• 3-5+ 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