Professional Services Consultant, AI Solutions

Responsibilities

• ▹Own senior stakeholder relationships; align agent deployments with 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
• ▹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 demonstrating 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
• ▹Support ongoing services such as agent updates and periodic recertification, keeping solutions aligned to evolving 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

Requirements

• ▹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)

Soft skills

About the company

ClickUp is 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. As an AI-native company, every team member is expected to leverage AI daily, and AI fluency is evaluated as part of the hiring process.