- Lead and execute strategic initiatives to optimize customer engagement and internal collaboration processes, spanning the entire journey from pre-sales to onboarding to adoption, expansion and renewal
- Identify operational bottlenecks and design scalable solutions by utilizing a mix of process improvements, automation, and AI-driven tools
- Drive modeling, forecasting, and monthly/quarterly business review functions on behalf of Leadership in collaboration with the Finance team
- Define, analyze and report on key business metrics related to customer satisfaction, breadth and depth of adoption, engagement and advocacy, and revenue retention
- Extract business insights from qualitative and quantitative data, identify risks and opportunities and create programs to mitigate long-term issues and drive more revenue and higher customer retention
- Develop and maintain compensation and incentive plan structures to drive a culture of accountability and merit-based achievement
- Collaborate cross-functionally across the GTM teams and broader ClickUp organization to deliver impactful solutions quickly
- Drive the adoption of new tools and processes, including AI and automation platforms, to drive productivity
- 5+ years in an Operations and/or Strategy role focused on Professional Services, Customer Success, or similar functions
- Track record of leading technology-enabled business process transformations, with an emphasis on strategic application of AI (e.g., ChatGPT, Claude, Gemini) and automation tools and techniques (e.g., Retool, Zapier, Make)
- Expert in analyzing large data sets to drive strategy and decision-making, including building spreadsheet models and leveraging business intelligence tools and/or programming languages (e.g., Hex, Tableau, PowerBI, Python)
- Experience with managing budgets, running a forecasting cadence, and performing variance analysis
- Deep knowledge of Professional Services and Customer Success processes, tools, and metrics
- Demonstrated leadership role in building/scaling teams and workflows, preferably in a customer-facing or operations function
- Effective at engaging and influencing executive stakeholders, building consensus, and driving collaborative change
- Direct experience with a SaaS business model, customer journey and core KPIs in a high-growth, global environment
- Proficient with Salesforce, ClickUp, NetSuite or comparable platforms (CRM, CWM, Accounting)
- Strategic thinker with a bias for action—hands-on, scrappy, and able to take projects to the finish line
- Exhibits extreme accountability and ownership, with an obsession for continuous improvement and mastery of your craft
Salary and Benefits
At ClickUp, we believe in transparency and fairness in compensation. The range displayed reflects the minimum and maximum target salaries for the position across all US locations. Please note that the actual compensation for this position may vary and is dependent on factors such as geographic location, interview performance, years of experience, education level, and specific skills. We encourage candidates to discuss compensation expectations during the interview process to ensure alignment with their qualifications and our company’s compensation philosophy.
This position is eligible for the following benefits and perks:
- Equity
- 401k
- Health, Dental, and Vision insurance
- Spending accounts
- Life & Disability
- Paid parental leave
- Flexible paid time off
- Enhanced employee assistance program
- Employee wellness stipend
- Professional development stipend
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!
ClickUp collects and processes personal data in accordance with applicable data protection laws.
- If you are a European Job Applicant, see our privacy policy for further details.
- If you are a Philippine Job Applicant, see our privacy policy and our Philippine Data Privacy Notice for further details.
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 [email protected].
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What We Do
ClickUp is the world’s only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform that includes project management, document collaboration, whiteboards, spreadsheets, and AI. With our headquarters based in San Diego and a rapidly expanding global presence, we are shaping the future of work. Join our team at ClickUp, one of the fastest-growing SaaS companies worldwide, and help millions of users be more productive - saving them at least one day every week.
Why Work With Us
ClickUppers are highly passionate, energetic, and unique people that align in the mission of saving people time and making the world more productive. We're the newcomer, the underdog, but that's where we thrive. Let’s make the world more productive!
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