Original listing text, shown exactly as published by the company.
The Role
- Strategic Advisory and Executive Partnership
- Own senior stakeholder relationships; align agent deployments to business priorities, operating constraints, and measurable success metrics.
- Lead discovery with a consultative approach to identify high-value workflows for agentic automation; translate goals into a practical delivery roadmap.
- Provide guidance on governance, risk controls, and adoption strategy for AI-enabled workflows (ownership, escalation paths, monitoring, change management).
- Own ongoing post-launch customer relationship management, proactively monitoring adoption and outcomes, coordinating cross-functional stakeholders, and identifying risks and expansion opportunities.
AI Agent Deployment Leadership (End-to-End Delivery)
- Lead kickoff through launch for Certified Agent engagements, ensuring strong scope control, timeline management, and stakeholder alignment.
- Run process mapping (current and future state), document requirements, and secure signoff on the build package.
- Optimize customer workspace foundations to support agent-driven operations (structure, permissions, templates, reporting, operational hygiene).
- Configure Certified Agents and supporting workflows; apply prompting best practices and implementation standards.
- Build UAT plans and test cases; perform internal validation and coordinate customer validation to ensure outcomes meet requirements.
- Drive launch readiness and adoption: admin and end-user enablement, walkthroughs, and post-launch stabilization.
- Produce customer-ready documentation (process maps, agent prompt/config rationale, use-case walkthroughs, operating guidance).
Value Realization and Expansion
- Establish and track KPIs that demonstrate business impact (efficiency gains, error reduction, throughput, compliance, ROI).
- Identify expansion opportunities for additional agent use cases and broader workflow optimization, partnering with Sales/CS as appropriate.
- Support ongoing services such as agent updates and periodic recertification, ensuring solutions remain aligned to evolving customer needs.
Operational Excellence and Team Leadership
- Set a high bar for delivery quality; improve repeatability through templates, checklists, and playbooks.
- Mentor and enable other consultants on Certified Agent delivery methods, prompting standards, and troubleshooting patterns.
- Partner cross-functionally (Solutions, Support, Product/AI, Integrations) to resolve escalations and improve customer outcomes.
- Surface delivery insights and product gaps to inform roadmap, packaging, and services strategy.
Qualifications
- 4+ years of experience in a customer-facing role in B2B SaaS (Professional Services, Implementation Consulting, Solutions Consulting, Technical CSM, or Technical Project/Program Management).
- Experience delivering AI-enabled automation (agents, copilots, workflow automation, decisioning) in production environments.
- Proven experience leading complex, multi-stakeholder implementations with strong project management and executive communication.
- Strong process mapping and solution design skills, translating ambiguous workflows into scalable operating models.
- Deep comfort with hands-on configuration and troubleshooting in workflow platforms, automation systems, and/or enterprise SaaS tools.
- Demonstrated understanding of prompt design, guardrail configuration, and iterative optimization of AI-driven workflows.
- Strong facilitation skills (discovery workshops, design sessions, enablement trainings, executive readouts).
- Excellent written communication; able to produce crisp requirements, plans, and customer-facing documentation.
- Ability to operate autonomously, prioritize across multiple engagements, and drive outcomes in a fast-paced environment.
- Familiarity with Model Context Protocol (MCP) concepts and safe tool integration patterns.
- Experience configuring agents with structured memory, tool access, and external system integrations.
- Ability to diagnose and improve agent performance through structured iteration and evaluation.
Bonus
- Experience delivering AI-enabled automation (agents, copilots, workflow automation, decisioning) in production environments.
- Experience with enterprise tooling and integrations (Salesforce, ServiceNow, Jira, Workday, NetSuite, SAP) and iPaaS/middleware.
- Change management experience (adoption plans, enablement programs, comms, stakeholder management).
- Consulting background (Big 4 or similar) or enterprise Professional Services delivery.
- PMP, Scrum, Agile, or equivalent certifications.
Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!
At ClickUp, we assess every candidate based on the potential impact they can have. We hire the best people for the job and support each person’s journey to build their boldest career.
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.
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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.
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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 AskPeople@ClickUp.com.
