Technical Account Manager

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.

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