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At ClickUp, we’re not just building software. We’re architecting the future of work! In a world overwhelmed by work sprawl, we saw a better way. That’s why we created the first truly converged AI workspace, unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI, empowering millions of teams to break free from silos, reclaim their time, and unlock new levels of productivity.
At ClickUp, you’ll have the opportunity to learn, use, and pioneer AI in ways that shape not only our product, but the future of work itself. Join us and be part of a bold, innovative team that’s redefining what’s possible! 🚀
Overview
As a Senior Strategic Services Consultant focused on AI Agent Deployment at ClickUp, you will lead high-impact, end-to-end customer engagements that deliver measurable outcomes through agentic automation. You will partner with executive and operational stakeholders to design and deploy ClickUp Certified Agents, optimizing the customer’s workspace and workflows to reduce manual effort, improve quality and compliance, and unlock scalable ROI.
You will operate with high autonomy across complex implementations, balancing strategic advisory (roadmaps, operating models, value realization) with hands-on delivery (configuration, testing, launch, enablement). You will also shape how ClickUp scales Certified Agent delivery by creating repeatable playbooks, mentoring others, and feeding product and program insights back into the organization.
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.
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 workflo
