ClickUp is seeking a Staff Solutions Consultant to own presales engagements for commercial and enterprise customers. This role focuses on designing scalable, outcome-driven solutions that embed AI and AI Agents directly into how work is structured, executed, and governed inside ClickUp.

You will partner closely with Account Executives, Solutions Engineers, and delivery teams to translate operational challenges into practical, adoptable workflows that are ready for implementation.

The Role

Lead structured discovery sessions and workshops with business, technical, and executive stakeholders to understand workflows, systems, constraints, success metrics, and AI readiness

Document current state processes, decision points, and handoffs, identifying where ClickUp and AI Agents can support customer requirements and improve execution

Map system touchpoints, integrations, and data dependencies required to support reliable AI-powered workflows and agent context

Design ClickUp solution architectures that combine workflows, automations, integrations, and AI Agents to support customer business objectives

Configure and validate workflows, automations, data synchronization, and agent behaviors to ensure solutions are scalable, governable, and aligned to real operating models

Build prototypes and demo environments that showcase AI-assisted workflows in realistic customer scenarios

Quantify value and develop business cases highlighting efficiency gains, cycle time reduction, cost avoidance, and tool consolidation enabled by AI-powered workflows

Author and own Statements of Work, including scope, phases, deliverables, success criteria, assumptions, risks, dependencies, and commercial structure

Partner with Account Executives and delivery teams on resource planning and sequencing to ensure AI Agent implementations are realistic, achievable, and clearly understood