Professional Services Consultant, AI Solutions

Other Jobs To Apply

No other job posts for this day.

At ClickUp, we’re not just building software. We’re architecting the future of work! In a world overwhelmed by work sprawl, we saw a better way. That’s why we created the first truly converged AI workspace, unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI, empowering millions of teams to break free from silos, reclaim their time, and unlock new levels of productivity.

At ClickUp, you’ll have the opportunity to learn, use, and pioneer AI in ways that shape not only our product, but the future of work itself. Join us and be part of a bold, innovative team that’s redefining 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.

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 workflo
Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...