Senior AI Consultant, Professional Services - West Coast
LocationUnited States
Work moderemote
Typefull-time
DepartmentCustomer Experience
Company size1,001ā5,000 people
First seen6mo ago
Last seen4d ago
About the company
At ClickUp, weāre building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine whatās possible. š
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 customerās 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.
Senior AI Consultant, Professional Services - West Coast
The Role
Responsibilities
ā¢
Strategic Advisory and Executive Partnership
ā¢
Own senior stakeholder relationships; align agent deployments to business priorities, operating constraints, and measurable success metrics.
ā¢
Lead discovery with a consultative approach to identify high-value workflows for agentic automation; translate goals into a practical delivery roadmap.
ā¢
Provide guidance on governance, risk controls, and adoption strategy for AI-enabled workflows (ownership, escalation paths, monitoring, change management).
ā¢
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)
ā¢
Lead kickoff through launch for Certified Agent engagements, ensuring strong scope control, timeline management, and stakeholder alignment.
ā¢
Run process mapping (current and future state), document requirements, and secure signoff on the build package.
ā¢
Optimize customer workspace foundations to support agent-driven operations (structure, permissions, templates, reporting, operational hygiene).
ā¢
Configure Certified Agents and supporting workflows; apply prompting best practices and implementation standards.
ā¢
Build UAT plans and test cases; perform internal validation and coordinate customer validation to ensure outcomes meet requirements.
ā¢
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).
ā¢
Identify expansion opportunities for additional agent use cases and broader workflow optimization, partnering with Sales/CS as appropriate.
ā¢
Support ongoing services such as agent updates and periodic recertification, ensuring solutions remain aligned to evolving customer needs.
Operational Excellence and Team Leadership
ā¢
Set a high bar for delivery quality; improve repeatability through templates, checklists, and playbooks.
ā¢
Mentor and enable other consultants on Certified Agent delivery methods, prompting standards, and troubleshooting patterns.
ā¢
Partner cross-functionally (Solutions, Support, Product/AI, Integrations) to resolve escalations and improve customer outcomes.
ā¢
Surface delivery insights and product gaps to inform roadmap, packaging, and services strategy.
Qualifications
ā¢
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).
ā¢
Experience delivering AI-enabled automation (agents, copilots, workflow automation, decisioning) in production environments.
ā¢
Proven experience leading complex, multi-stakeholder implementations with strong project management and executive communication.
ā¢
Strong process mapping and solution design skills, translating ambiguous workflows into scalable operating models.
ā¢
Deep comfort with hands-on configuration and troubleshooting in workflow platforms, automation systems, and/or enterprise SaaS tools.
ā¢
Demonstrated understanding of prompt design, guardrail configuration, and iterative optimization of AI-driven workflows.
Consulting background (Big 4 or similar) or enterprise Professional Services delivery.
ā¢
PMP, Scrum, Agile, or equivalent certifications.
ā¢
#LI-TG
#LT - Remote
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.
Privacy Notice
ClickUp collects and processes personal data in accordance with applicable data protection laws. You can find further details by viewing ourGlobal Candidate Privacy Notice.
If you are a Philippine Job Applicant, please also see ourPhilippine Data Privacy Noticefor further details.
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.
Fraud Alert
ClickUp Talent Acquisition will only initiate contact via an @clickup.comemail or through our official careers portal onclickup.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].
AI Processing Notice
ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidatesā employment applications against role-related criteria. These tools support, but do not replace, human decisionāmaking. If you have questions or need an accommodation in the recruitment process, please contact us at [email protected].