[Remote] Senior CSM (Customer Success Manager)

Note: The job is a remote job and is open to candidates in USA. ClickUp is redefining the future of work with its innovative AI-driven platform. They are seeking a Senior Customer Success Manager to act as a strategic partner for customers, focusing on relationship management, onboarding, and ensuring long-term success through ClickUp’s capabilities. Responsibilities • Lead or support the end-to-end onboarding and implementation of ClickUp, from discovery and solution design to training and go-live support • Translate functional and technical requirements into scalable ClickUp solutions, including workflows, templates, hierarchies, and automations • Guide customers through foundational setup, integration, and enablement, while promoting best-practices and system governance and change management • Monitor seat utilization, adoption trends, and Champion/Stakeholder engagement • Build and execute adoption plans and account reviews to maintain or improve health • Identify risks early and build recovery plans in partnership with the account team • Deliver ongoing change management and enablement, ensuring customers continue to evolve and mature with the platform • Conduct Intake → Execution → Reporting (IER) cycles for key workflows • Lead discovery sessions to map current-state vs. future-state processes • Recommend optimizations and create workflow templates to scale across teams • Drive adoption of ClickUp AI and build custom workflow Agents tied to customer use cases • Partner with customers to define and deliver new AI automations that align with business KPIs • Provide technical training and consultation on AI and automation best practices, including prompt design, agent architecture, and scaling use cases across teams • Track and report AI usage and credit consumption against plan • Serve as the technical partner to assigned accounts, connecting adoption to business value • Generate qualified leads through data-driven insights and AI usage analysis • Drive cross-functional alignment to position renewals, expansions, and AI upsells • Act as the voice of the customer, translating business objectives and pain points into actionable insights for Product, Engineering, and Support • Partner with account teams to maintain alignment between delivery and success Skills • Strong relationship management skills • Deep understanding of ClickUp's platform and capabilities • Customer-first mindset • Experience in developing success plans • Guiding onboarding and adoption • Ensuring stakeholders see continuous value throughout their lifecycle • Support technical initiatives like process optimization, workflow design, and AI enablement • Ownership of overall health, engagement, and strategic direction of accounts • Cross-functional collaboration with Sales, Product, and Support • Customer Enablement & Onboarding experience • Account Health & Engagement management • Process Optimization & Solution Design skills • Innovation Adoption & Workflow Automation experience • Technical Acumen: Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality • AI Expertise: Familiar with generative AI concepts, prompt design, and automation frameworks • Consultative Discovery: Exceptional at workflow analysis, process design, and identifying friction points • Project and Program Management skills • Data and Reporting proficiency • Customer Engagement: Executive presence and strong communication skills • Account Ownership: Full accountability for assigned book of business • Collaboration and Influence: Works cross-functionally with account team, Product, and Sales Company Overview • ClickUp is the world’s first Converged AI Workspace, bringing together all work apps, data, and workflows. It was founded in 2017, and is headquartered in San Diego, California, USA, with a workforce of 501-1000 employees. Its website is https://clickup.com. Apply Now Apply Now