Bilingual Senior Technical Account Manager - Customer Success (AMER)

About the Position

Bilingual Senior Technical Account Manager - Customer Success (AMER)

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 Senior Technical Account Manager - Customer Success to act as a strategic partner and trusted advisor to our customers, blending strong relationship management with a deep understanding of ClickUp’s platform and capabilities. This role sits at the intersection of customer success, solution strategy, and technical enablement, supporting long-term growth, adoption, and measurable business outcomes. For this role we need someone who is bilingual in English and Portuguese.

Responsibilities

Senior Technical Account Managers - Customer Success at ClickUp lead with a customer-first mindset, developing success plans, guiding onboarding and adoption, and ensuring stakeholders see continuous value throughout their lifecycle. While you’ll support technical initiatives like process optimization, workflow design, and AI enablement, you’ll also own the overall health, engagement, and strategic direction of your accounts. You’ll work cross-functionally with Sales, Product, and Support to align efforts and ensure each customer’s success story is long-term, scalable, and impactful.

Key Responsibilities

• Customer Enablement & Onboarding:

  • 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.

• Account Health 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.

• Workflow Mapping (IER Framework):

  • 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.

• AI Enablement & Agent Deployment:

  • 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.

• Customer Success & Expansion:

  • 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.

• Cross-Functional Collaboration:

  • 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.

Requirements

• Bilingual in English and Portuguese.
• Technical Acumen: Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality. Able to translate business needs into technical solutions.
• AI Expertise: Familiar with generative AI concepts, prompt design, and automation frameworks. Skilled at identifying and scoping AI use cases and consumption plans.
• Consultative Discovery: Exceptional at workflow analysis, process design, and identifying friction points. Uses structured discovery to map customer needs into ClickUp.
• Project and Program Management: Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes. Skilled at running structured account plans.
• Data and Reporting: Comfortable using dashboards and metrics to communicate health, adoption, and ROI. Interprets usage data to drive recommendations.
• Customer Engagement: Executive presence and strong communication skills. Builds trust at both ATL and BTL levels through credibility and clarity.
• Account Ownership: Full accountability for assigned book of business: proactive, organized, and driven to achieve measurable outcomes.
• Collaboration and Influence: Works cross-functionally with account team, Product, and Sales to align on outcomes. Influences without authority through insight and results.

We Offer

• Compensation: OTE Range $110K – $150K
• Benefits:
  • 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

About the Company

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.

Equal Opportunity Employer

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.

Privacy Notice

ClickUp collects and processes personal data in accordance with applicable data protection laws. You can find further details by viewing our Global Candidate Privacy Notice.

Visa Sponsorship

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.

Fraud Alert

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].

AI Processing Notice

ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates' employment applications against role-related criteria. These tools support, but do not replace, human decision‑making. If you have questions or need an accommodation in the recruitment process, please contact us at [email protected].