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).