ClickUp is revolutionizing the way the world works. As the only all-in-one productivity platform built from day one for true convergence, ClickUp unifies tasks, docs, chat, calendar, enterprise search, and more—supercharged by context-driven AI. While others scramble to bundle fragmented tools or bolt on AI, we anticipated this future and made it our foundation from the start. Headquartered in San Diego with a rapidly expanding global footprint, we empower over three million teams to break free from silos and reclaim their time—saving at least one day every week. Join ClickUp, one of the fastest-growing SaaS companies on the planet, and help millions of users transform the way they work. We're not just building software. We're shaping the future of work. Come join us in building the future—together.
ClickUp is seeking a Senior Customer Success Manager (CSM) to join our dynamic team. This role is pivotal in forging strong relationships with key customers, driving their success, and facilitating growth within ClickUp. The ideal candidate will have a proven track record in a customer-facing role within a SaaS environment, showcasing the ability to lead strategic engagements and foster cross-departmental collaboration.
Key Responsibilities
- Strategic Customer Engagement: Develop and execute comprehensive engagement plans for key accounts to enhance their ClickUp experience and operational efficiency.
- Advanced Client Relationship Building: Establish deep connections with significant stakeholders to fully understand their business objectives.
- Cross-Departmental Leadership: Work alongside various teams to elevate the customer experience and address complex issues.
- Business Growth Development: Spot and act on opportunities for account expansion, collaborating with Sales to increase client investment.
- Customer Representation: Ensure customer perspectives are considered and addressed within the company.
- Workshop and Training Facilitation: Conduct educational sessions to assist customers in maximizing their use of ClickUp.
- Initiative in Strategy Creation: Independently develop customer engagement strategies that align with team and company goals.
- Performance Excellence: Consistently meet and strive to surpass individual performance targets.
- Departmental Contribution: Participate in major initiatives and projects involving multiple teams.
- Mentorship: Guide other CSMs by sharing expertise to improve the customer experience.
- Complex Solution Communication: Clearly articulate complex solutions to customers, turning their needs into actionable outcomes.
- Data-Informed Strategic Decisions: Utilize customer data and trends to guide strategic choices and enhance success metrics.
- Sophisticated Customer Handling: Address challenging customer scenarios with confidence and promote internal collaboration.
- Product Expertise: Maintain comprehensive knowledge of ClickUp's platform and advocate for new feature usage.
- Adaptive Customer Engagement Frameworks: Implement engagement models that respond to market shifts and support business growth.
- Leadership in Negotiation and Program Development: Set an example in customer negotiations and program creation, supporting peers in these areas.
- Cross-Functional Coordination: Lead efforts to provide holistic solutions to valuable clients, setting best practices for future interactions.
Qualifications
- Minimum 5 years in a customer-facing role within a SaaS environment, focusing on Customer Success or Account Management.
- Ability to work within regional time zones.
- Exceptional communication skills with the capacity to build trust and rapport across diverse customer groups.
- Resilience and adaptability in a fast-paced start-up environment.
- Competent problem-solver who can deconstruct complex issues for customers.
- Openness to constructive feedback, with a commitment to personal and professional development.
- Self-motivated with a proactive approach to responsibilities.
- Proficiency in project management and guiding customers through transitions.
- Strong business acumen with insights into growing business sectors.
- Confidence in engaging with top-level executives to forge relationships and drive business results.
- Proven impact on customer retention and expansion.
- Experience in collaborating with cross-functional teams to achieve collective goals.
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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.
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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- If you are a European Job Applicant, see our privacy policy for further details.
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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.
ClickUp Talent Acquisition will only initiate contact via an @clickup.com email or through our official careers portal on clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to support@clickup.com.