Technical Implementation Manager

About this role

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 Technical Implementation Account Manager (TAM) to support our customers as a trusted partner and problem-solver, blending strong relationship management with a growing understanding of ClickUp’s platform and capabilities. This role sits at the intersection of customer success, solution strategy, and technical enablement, contributing to long-term growth, adoption, and measurable business outcomes. This role operates in an AI-native environment, and we expect TAMs at this level to use AI tools as a daily multiplier across account preparation, workflow analysis, solution design, follow-through, and customer enablement.

TAMs at this level manage a defined book of business and own day-to-day execution for their accounts, while working closely with more senior TAMs and cross-functional partners on complex initiatives. You’ll use established frameworks, playbooks, and templates to guide onboarding and adoption, monitor account health, and help ensure stakeholders see continuous value throughout their lifecycle. At the L04 level, success means not just understanding AI-enabled features, but showing sound judgment in when and how to use AI to improve execution quality, speed, and customer outcomes.

Technical Account Managers are responsible for delivering measurable value and driving meaningful business outcomes across their customer portfolio by focusing on:

- Customer Enablement & Onboarding: Supporting customers through onboarding and implementation for assigned customers, following established discovery frameworks and implementation plans.

- Account Health & Engagement: Monitoring adoption and account health within your book, executing standard plays to drive engagement, and escalating risks appropriately.

- Process Optimization & Solution Design: Collaborating with customers to understand key workflows and configure ClickUp solutions using established best practices, templates, and guidance from senior TAMs.

- Innovation Adoption & Workflow Automation: Guiding customers in adopting relevant features, including AI and automation, primarily by implementing standard patterns and documented workflows to improve efficiency and outcomes.

- AI-Native Execution: Using AI in your own day-to-day workflow to synthesize discovery, accelerate account preparation, improve documentation quality, draft clearer recommendations, and increase the consistency and speed of customer follow-through while maintaining strong judgment and accuracy.

CORE RESPONSIBILITIES:

New Customer Onboarding

- Support end-to-end onboarding and implementation of ClickUp for assigned customers using established discovery frameworks, templates, and project plans.

- Translate functional and technical requirements into ClickUp solutions for standard use cases under the guidance of more senior TAMs when needed.

- Guide customers through setup, integrations, and change management fundamentals, escalating complex scenarios appropriately.

- Use AI-assisted workflows where appropriate to prepare for discovery, summarize implementation decisions, and improve the speed and quality of customer follow-up.

Account Health Management

- Monitor health for your book of business, including utilization, key feature adoption, and champion/stakeholder engagement.

- Execute standard adoption plays and account review cadences to maintain or improve health, leveraging existing playbooks and frameworks.

- Identify risks early and partner with senior TAMs and account teams to build and execute recovery plans.

- Run recurring meetings with your accounts, sharing usage summaries, recommended next steps, and capturing follow-ups.

- Connect AI adoption, automation usage, and workflow improvements to measurable customer outcomes such as efficiency gains, stakeholder adoption, and expansion signals.

Workflow Mapping (IER Framework)

- Conduct Intake → Execution → Reporting (IER) cycles for core customer workflows using established discovery guides and templates.

- Recommend optimizations based on documented best practices and apply workflow templates to support scale and consistency.

- Maintain clear documentation of customer workflows, data models, and configuration decisions following team standards.

- Use AI to help analyze repetitive workflow patterns, identify process friction, and sharpen recommendations — while validating outputs before using them with customers.

AI Enablement & Agent Deployment

- Support adoption of ClickUp AI across relevant customer workflows by configuring and testing standard AI workflows and automations aligned to published best practices.

- Provide training and consultation on how to use existing AI and automation patterns; escalate novel or complex use cases to senior TAMs or specialists.

- Track and report AI usage and credit consumption against plan, surfacing straightforward opportunities to deepen adoption.

- Evaluate AI-generated outputs for accuracy, usefulness, and business relevance before sharing recommendations or enabling them in customer workflows.

- Help customers move from feature awareness to practical workflow transformation by identifying where AI can remove manual work, improve reporting quality, or speed execution in repeatable ways.

Customer Success & Expansion

- Serve as the technical partner for assigned accounts, connecting usage to business value using established value frameworks and artifacts.

- Identify expansion signals (e.g., usage patterns, feature interest) and pass qualified leads and insights to the account team for follow-up.

- Collaborate with…