The Role
- Collaborate closely both synchronously and asynchronously with the Lead Strategic Consultant to execute strategic projects and initiatives for our clients.
- Assist in the creation, end-to-end configuration, and optimization of a client's ClickUp Workspace.
- Participate in customer calls, document meetings, and record current state customer processes.
- Collaborate with cross-functional teams to escalate and resolve complex technical challenges when necessary.
- Provide initial support for customer inquiries via email or the ClickUp platform.
- Act as product expert and maintain a strong understanding of the ClickUp platform's functionality and capabilities.
- Provide exceptional customer service and build strong, long-lasting relationships.
- Conduct remote training sessions to educate clients on platform functionality, best practices, and configured workflows.
Qualifications
- 3+ years prior experience in a consulting role, preferably with large strategic customers.
- Strong technical aptitude with experience in configuring, implementing, and customizing SaaS platforms.
- Fluency in English is required, both spoken and written.
- Demonstrated ability to work effectively and autonomously with global customers across different time zones.
- Demonstrated customer-centric approach with a strong focus on delivering exceptional customer service.
- Excellent problem-solving and troubleshooting skills.
- Outstanding written and verbal communication skills.
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
- Self-motivated, proactive, and able to work independently.
- Preferred experience in SaaS PPM software or collaborative work management (CWM).
