At ClickUp, we're 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 what's possible. 🚀 At ClickUp, we’re building an AI-powered workspace that brings tasks, docs, chat, and AI-enabled workflows together so teams can spend less time switching tools and more time making progress. Our mission is to make the world more productive. Within Solutions Engineering & Customer Enablement, this role connects complex customer needs to practical product solutions, helping prospects and customers evaluate how ClickUp can support their workflows and business goals. As a customer-facing technical partner to Sales and Success, you’ll lead discovery, shape solution strategy, and turn technical questions into clear next steps. You’ll help customers see what’s possible with ClickUp while keeping recommendations grounded in real workflows, integration needs, and adoption considerations. Mission Help prospects and customers understand how ClickUp can solve meaningful workflow and productivity challenges through strong technical discovery, practical solution design, and credible guidance throughout the buying journey. What You’ll Accomplish Partner with Sales and Success to lead technical discovery, deliver tailored demos, and show how ClickUp, integrations, and AI-enabled workflows map to customer needs. Design and lead proof-of-value or proof-of-concept work so buyers can validate product fit, adoption potential, and business impact. Translate stakeholder requirements into clear solution recommendations, including workflow design, reporting approaches, and lightweight technical architecture. Support technical validation in live opportunities, including integration discussions, data migration considerations, security and process questions, and RFP responses. Build custom reports, dashboards, and demo environments that reflect real customer use cases and make the platform concrete and credible. Stay current on product capabilities and releases so you can explain solutions accurately and connect new features to customer needs. Work with Account Executives, Customer Success, Product, and Engineering to remove blockers and improve the customer experience. Required Qualifications Experience in a customer-facing technical role in software, such as pre-sales, solutions engineering, sales engineering, technical consulting, implementation, or a closely related path. Demonstrated ability to lead technical discovery, live demos, and solution conversations with business and technical stakeholders. Ability to turn ambiguous customer problems into structured recommendations, persuasive narratives, and practical next steps. Comfort discussing APIs, integrations, automation, data flows, and change-management considerations in clear, customer-friendly language. Strong presentation and executive communication skills, with the ability to influence technical and non-technical audiences. Consultative, outcomes-oriented judgment that balances technical depth with commercial urgency. Ability to manage multiple customer opportunities and priorities with ownership, adaptability, and clear follow-through. Preferred Qualifications Experience supporting complex B2B SaaS evaluations with multiple stakeholders and proof-of-value work. Familiarity with workflow, collaboration, productivity, CRM, support, or automation platforms. Hands-on experience with integration platforms, web services, APIs, or adjacent solution-design tools. Experience with business process mapping, value-based selling, and technical storytelling. Exposure to AI-enabled product workflows and the ability to explain their practical customer value. Location & Travel This U.S.-aligned role supports AMER customers and internal partners
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