Senior AI Consultant, Professional Services - West Coast

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. 🚀

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 customer’s 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

Strategic Advisory and Executive Partnership

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.

AI Agent Deployment Leadership (End-to-End Delivery)

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).

Value Realization and Expansion

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.

Operational Excellence and Team Leadership

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.

Qualifications

• 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.
• Bonus
• 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.
• #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.
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