Note: The job is a remote job and is open to candidates in USA. ClickUp is an AI-native company focused on building the future of work through a converged AI workspace. As a Senior Strategic Services Consultant, you will lead customer engagements to design and deploy AI solutions that optimize workflows and deliver measurable outcomes. This role involves strategic advisory, hands-on delivery, and mentoring others while ensuring high-quality implementation of AI-driven automation.
Responsibilities
- 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
- 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)
- 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
- 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
Skills
- 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
- 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
Company Overview
ClickUp is a cloud-based productivity and project management software company that provides an all-in-one platforms for task management. It was founded in 2017, and is headquartered in San Diego, California, USA, with a workforce of 1001-5000 employees. Its website is https://clickup.com.