Full-Time

Senior Technical Account Manager

Strategic Services

ClickUp

ClickUp

1,001-5,000 employees

SaaS platform for project management

Compensation Overview

$110k - $150k/yr

No H1B Sponsorship

Remote in USA

Remote

Category
Sales & Account Management (1)
Required Skills
LLM
Claude
Sales
Data Visualization
Product Management
n8n
Data Analysis

Get referred to ClickUp

See people who can refer or advise you

Requirements
  • Deep understanding of ClickUp platform capabilities, automation logic, integrations, and AI Agent functionality, with the ability to translate business needs into technical solutions.
  • Skill with prompt design, agentic workflows, automation frameworks, identifying and scoping AI use cases, and consumption plans.
  • Exceptional workflow analysis, process design, and friction-point identification using structured discovery to map customer needs into ClickUp.
  • Ability to manage complex customer programs with multiple stakeholders, deadlines, and outcomes, and run structured account plans.
  • Comfort using dashboards and metrics to communicate health, adoption, and return on investment, and interpreting usage data to drive recommendations.
  • Executive presence and strong communication skills, with the ability to build trust at both ATL and BTL levels through credibility and clarity.
  • Full accountability for an assigned book of business, with a proactive and organized approach focused on measurable outcomes.
  • Ability to work cross-functionally with account teams, Product, and Sales and influence without authority through insight and results.
Responsibilities
  • Lead or support end-to-end onboarding and implementation of ClickUp, from discovery and solution design through 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, system governance, and change management.
  • Monitor seat utilization, adoption trends, and Champion and stakeholder engagement.
  • Build and execute adoption plans and account reviews to maintain or improve account health.
  • Identify risks early and build recovery plans in partnership with the account team.
  • Deliver ongoing change management and enablement so customers continue to evolve and mature with the platform.
  • Conduct Intake, Execution, and Reporting cycles for key workflows.
  • Lead discovery sessions to map current-state and 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 AI automations aligned with business key performance indicators.
  • 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.
  • Drive value throughout the post-implementation customer lifecycle through continued or managed services as customers expand their ClickUp use cases.
  • 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 by 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.
Desired Qualifications
  • Experience using agentic tools such as Claude, n8n, make.com, or similar tools.

ClickUp provides a SaaS platform for project management and productivity that helps teams plan, track, and collaborate in one place. It combines tasks, documents, time tracking, goal setting, and integrations with apps like Slack and Trello to centralize workflows. Revenue comes from subscription plans, including a free tier and paid tiers with more features and storage, billed monthly or annually. The platform competes by offering a wide set of features in a single platform for both small teams and large enterprises, aiming to reduce tool clutter and boost productivity.

Company Size

1,001-5,000

Company Stage

Series C

Total Funding

$537.2M

Headquarters

San Diego, California

Founded

2017

Get referred to ClickUp

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • May 2026 funding lifted ClickUp to $4 billion valuation and expansion capital.
  • February 4, 2026 promotion of Kyle Coleman strengthens sales and marketing execution.
  • June 2026 Brain² launch and 20 million users reinforce enterprise demand.

What critics are saying

  • August 5, 2026 Mango Technologies sued ClickUp for trademark infringement in California.
  • May 2026 layoffs show AI substitution, and repeated cuts can break customer trust.
  • If Brain² fails, ClickUp becomes a commodity task app.

What makes ClickUp unique

  • June 23, 2026 Brain² routes Claude, GPT, and Gemini using workspace context.
  • ClickUp's June 2026 Brain MAX and shared memory make AI multiplayer across teams.
  • May 2026 layoffs redirected headcount into agent managers, signaling a radical operating model.

Help us improve and share your feedback! Did you find this helpful?

Benefits

16" MacBook Pro

Moving Expenses

$200/mo commuter benefits

Team lunches every week

401(k) match up to 2%

Unlimited stacks, kombucha, and cold brew

Health & dental insurance

ClickUp swag

Team recognition rewards

Flexible PTO

Growth & Insights and Company News

Headcount

6 month growth

↑ 3%

1 year growth

↑ 4%

2 year growth

↑ 4%
V3 Media
Aug 19th, 2026
Calendly throws its hat into meeting note-taker circus.

Calendly throws its hat into meeting note-taker circus. Note-taking has quickly turned into a critical part of the productivity space, with many workplace software companies chasing the dream of having AI automate tasks based on action items created from meeting transcripts. Calendly, known for its scheduling and meeting booking software, is now entering the fray with a note-taking product. Like others in the space, Calendly's note-taker also joins meetings, records the audio and video, and transcribes it, after which it can generate a summary and action items, and draft follow-up emails. The company said it is also testing a Granola-like feature that uses system audio to transcribe meetings. Calendly is also planning to release an AI assistant named Callie that taps the company's existing meeting and scheduling stack to set up meetings, check peoples' availability, and surface context from prior meetings. (Meeting note-taking startup Read AI launched a similar email-based assistant earlier this year.) Calendly CEO Tope Awotona said the company wanted to automate workflows for its top users: people in outward-facing roles like sales and marketing whose workday is typically inundated with meetings. But the competition in this space is intense. On one end, you have meeting note-taking apps like Granola, Fireflies, Read AI, Otterand Fathom; on the other, productivity companies like Notion, ClickUp, and Wispr have also added note-taking assistants and features to their suites. Still, Awotona says there's big opportunity in automating tasks after the meeting is transcribed. "There's a litany of note-takers, and all of them do a great job of recording and transcribing notes. But a lot of work happens after the meetings. And we think that really that's where the opportunity for our note-takers to be efficient," he said. Given that some companies in this space, like Otter and Granolaare facing allegations of violating privacy, Awotona said Calendly's note-taker will inform users that their meeting is being recorded. The recording assistant sends a message in the chat to inform everyone of its presence and activity, and any user can ask the app to leave the conversation. It can even inform people before the meeting starts that the call will be recorded, thanks to its integration with Calendly's scheduling system. When you purchase through links in its articles, V3 Media may earn a small commission. This doesn't affect its editorial independence.

Today in New York
Aug 18th, 2026
Vaiz releases version 2.90 with bulk edits and persistent collaboration; TaskTracker.best publishes updated review.

Vaiz releases version 2.90 with bulk edits and persistent collaboration; TaskTracker.best publishes updated review. Vaiz has released version 2.90 introducing bulk edits across tasks and milestones, marking its tenth numbered release since September 2025 NY, UNITED STATES, August 18, 2026 / EINPresswire.com / - Vaiz, a Cyprus-based work management platform, has released version 2.90 on July 5, 2026, introducing bulk edit capabilities across tasks and milestone cards. Following the release, independent review publication TaskTracker.best has published a refreshed in-depth Vaiz platform review that documents the version 2.90 additions alongside a review of the ten numbered releases the Limassol-based platform has shipped since accelerating to a two-week release cycle. Senior reviewer Imogen Patel notes that Vaiz's release cadence has become one of the defining characteristics distinguishing the platform from established competitors. Where incumbents such as Asana, monday.com, and ClickUp typically deliver major feature updates on quarterly or biannual cycles, Vaiz's two-week rhythm has translated into consistent shipping of both foundational features and quality-of-life refinements throughout the first half of 2026. The refreshed review documents the substantive additions delivered across the 2026 release train. Version 2.86, released on May 14, added a native GitHub integration and interactive 3D models in the editor. Version 2.87 on May 25 introduced an OAuth-based Model Context Protocol server that connects Vaiz to AI assistants including Claude. Version 2.88 on June 8 delivered a redesigned first-run experience and inline editing for subtasks. The recent 2.90 release adds bulk edits across task and milestone cards and improves the collaboration engine to keep workspaces current when users return to the app after periods away. TaskTracker.best has also expanded coverage of Vaiz's positioning against incumbent work-management platforms. An updated overview of Vaiz free plan and pricing tiers documents the free tier for teams of up to ten users, the Pro plan at $5 per user per month, and the Premium plan at $9 per user per month, alongside the on-premises Enterprise edition for organizations with data residency requirements. The publication's editorial framework prioritizes what Patel describes as "day-three usability" - how a work-management tool behaves once teams have moved beyond onboarding templates into real workload. The 2026 refresh scores Vaiz against three signals: notification volume during a typical workweek, mobile editing viability for non-admin users, and search relevance in workspaces containing more than 500 tasks. A dedicated Vaiz vs Asana comparison for cross-functional teams addresses the most common procurement question surfaced by readers evaluating Vaiz for a first work-management standard against Asana's incumbent installed base. TaskTracker.best is affiliate-supported through referral partnerships with several evaluated vendors and maintains editorial independence over comparison content. About Vaiz Vaiz is a Cyprus-based work management platform that combines tasks, documents, and team collaboration in a single workspace. Founded in 2024 and headquartered in Limassol, Vaiz operates on a two-week release cycle. The platform includes a built-in AI assistant, embedded Figma, Miro, and other design tool viewers, and a Migration Center supporting one-click transfers from Jira, Asana, Trello, YouTrack, Linear, and Notion. About TaskTracker.best TaskTracker.best is an independent software evaluation publication covering modern task and project-management platforms with particular focus on Vaiz and comparable modern tools. The editorial team publishes buyer-focused reviews, head-to-head comparisons, and category roundups aimed at operations, marketing, agency, and cross-functional teams. Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. Today in New York do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.

PageProof
Aug 12th, 2026
PageProof unveils PreProof(TM), giving creative teams better first proofs and fewer review rounds.

PageProof unveils PreProof(TM), giving creative teams better first proofs and fewer review rounds. PageProof's new PreProof(TM) capability helps designers catch spelling, brand, and compliance issues while they're still designing - before a proof is ever created. AUCKLAND, NEW ZEALAND - August 12, 2026 - PageProof, the industry-leading online proofing platform for enterprises, creative agencies, and marketing teams, today announced the launch of PreProof(TM), a new AI-powered capability that applies the familiar "preflight" concept to the creative review process. Powered by PageProof Intelligence(R), PreProof(TM) brings quality and brand checks earlier into the creative process, helping designers resolve issues before reviewers ever see a proof. The result is better first proofs, fewer review rounds, and faster approvals. PreProof(TM) helps designers catch preventable issues before a proof is even created and sent out for review - saving significant time. Why quality checks should happen before review. Most designers are familiar with preflight - the process of checking a document for technical issues before it's sent to print or production. But preflight has traditionally focused on output readiness, not review readiness. Every issue that surfaces during the review process, however small, creates additional work: comments, revisions, another proof version, and another round of review. Multiplied across projects, these preventable issues become a significant drain on time and productivity. PreProof(TM) changes that. While a designer is still refining a design, PreProof(TM) analyzes the work to help identify any ssues with spelling and grammar, brand guidelines, packaging requirements, accessibility, legal compliance, and other team-defined standards. By resolving these issues early, designers give reviewers more time to focus on meaningful creative and strategic feedback rather than preventable corrections. Key benefits of PreProof(TM). Fewer proof versions: Catch issues before a proof is created, reducing unnecessary revisions and review rounds. Faster approvals: Better first proofs mean less back-and-forth and quicker sign-off. Sharper reviewer focus: Enable reviewers to concentrate on creative and strategic feedback rather than preventable corrections. Broader quality coverage: Check spelling and grammar, brand guidelines, packaging requirements, accessibility, legal compliance, and more. Checks tailored to your team: Use PageProof Intelligence(R) agents configured around your organization's standards, guidelines, and requirements. Built into the design process: Run checks without leaving the tools where creative work is being produced, starting with the PageProof plugin for Adobe InDesign. Availability. PreProof(TM) is available in the PageProof plugin for Adobe InDesign and will be rolled out across additional PageProof design plugins, including Adobe Illustrator, Adobe Photoshop, Adobe Express, Figma, Canva, and Microsoft Office. PreProof(TM) UI summary example of how a file was reviewed using a Brand Agent with 4 issues flagged automatically. About PageProof. PageProof is the leading online proofing platform for reviewing and approving creative work. It enables teams to securely share any type of file, gather feedback, and manage approvals - all in one place. With powerful workflow automation, advanced proofing tools, and AI-powered capabilities, PageProof helps teams move creative work forward faster and with greater accuracy. PageProof integrates with tools including Adobe Creative Cloud, Canva, Figma, Microsoft Office, Asana, monday.com, Airtable, and ClickUp and delivers exceptional return on investment, as recognized in customer reviews on G2. Built for enterprise, PageProof offers patented triple-layer encryption, robust security controls, and scalable infrastructure to support teams worldwide.

MarTech360
Aug 10th, 2026
Kyle Coleman promoted to Global VP, Sales & Marketing at ClickUp.

Kyle Coleman promoted to Global VP, Sales & Marketing at ClickUp. ClickUp has promoted Kyle Coleman to Global Vice President, Sales & Marketing, expanding his leadership responsibilities across two functions that are increasingly interconnected in the modern B2B technology landscape. In his new role, Coleman will oversee sales and marketing at a global level, bringing the two functions closer together around customer acquisition, demand generation, go-to-market strategy, and revenue growth. The move comes as B2B technology companies continue to rethink traditional approaches to sales and marketing. Longer buying cycles, multiple digital touchpoints, and increasingly informed buyers have made closer alignment between marketing and sales a strategic priority. For marketing organizations, the shift means greater emphasis on connecting brand, content, demand generation, and customer engagement with measurable commercial outcomes. Sales teams, meanwhile, are increasingly relying on marketing intelligence, customer data, intent signals, and digital engagement insights to identify and prioritize opportunities. Artificial intelligence is accelerating this transformation. B2B organizations are adopting AI for prospect research, personalization, content development, lead qualification, forecasting, and sales enablement. The growing use of these technologies is also creating demand for stronger coordination between marketing and sales teams. Coleman's expanded remit reflects this broader evolution. Combining sales and marketing leadership can provide organizations with a more unified view of the customer journey, from initial awareness and consideration through conversion and retention. The approach also highlights the changing role of revenue leadership within technology companies. Rather than operating as separate functions with distinct goals, sales and marketing teams are increasingly expected to work from shared data, common priorities, and coordinated go-to-market strategies. For ClickUp, the appointment comes as the company continues to operate within a competitive productivity and collaboration software market. The combined leadership structure places greater emphasis on aligning market strategy with sales execution and customer demand. Coleman's promotion underscores a wider trend across B2B technology: the growing convergence of sales and marketing as companies seek more connected, data-driven approaches to customer acquisition and revenue generation.

Toggl
Jul 2nd, 2026
ClickUp and Toggl integration: track time without leaving ClickUp.

ClickUp and Toggl integration: track time without leaving ClickUp. If you use ClickUp to manage projects, integrating it with Toggl Track can make time tracking much more efficient. Instead of switching between multiple applications, you can track the time spent on tasks while staying focused on your work. In this guide, Toggl Widget'll explain how the ClickUp and Toggl integration works and why it's useful for teams and individuals alike. Why integrate Toggl with ClickUp? ClickUp helps you organize tasks, projects, and workflows, while Toggl Track records how much time each task takes. Using both together allows you to: * Track time on ClickUp tasks * Reduce manual time entry * Improve project reporting * Measure billable hours * Better estimate future projects The result is a smoother workflow with fewer interruptions. How the integration works. Depending on your setup, you can connect Toggl Track with ClickUp through integrations or automation tools. Once connected, you can associate your time entries with specific ClickUp tasks, making it easier to review both completed work and the time required to complete it. The available features may vary depending on your integration method. Who should use it? The ClickUp and Toggl integration is ideal for: * Project managers * Agencies * Developers * Marketing teams * Consultants * Small businesses If ClickUp is where your team plans its work, adding time tracking provides valuable insight into project effort. Benefits of using Toggl with ClickUp. Some of the biggest advantages include: * Better project estimates * More accurate timesheets * Reduced context switching * Improved reporting * Easier client billing Tracking time directly alongside your tasks helps ensure your records stay complete and accurate. Tips for better time tracking. To get the most from the integration: * Start your timer when you begin a task. * Stop it before moving to the next task. * Organize your entries using projects and tags. * Review reports regularly to identify productivity trends. Consistent tracking leads to better planning and more reliable project data. Keep tracking beyond your computer. The ClickUp integration keeps time tracking convenient while you're working at your desk. When you're away from your computer, Toggl Lockscreen Widget helps maintain that same convenience. Using Live Activities, your active Toggl timer appears directly on your iPhone Lock Screen, allowing you to check your elapsed time or stop your timer without opening the Toggl Track app. It's a simple way to keep your time tracking seamless wherever your work takes you.