[Remote] Professional Services Consultant, AI Solutions

Note: The job is a remote job and is open to candidates in USA. ClickUp is an AI-native company focused on building the future of work through a converged AI workspace. As a Senior Strategic Services Consultant, you will lead customer engagements to design and deploy AI solutions that optimize workflows and deliver measurable outcomes. This role involves strategic advisory, hands-on delivery, and mentoring others while ensuring high-quality implementation of AI-driven automation.ResponsibilitiesOwn senior stakeholder relationships; align agent deployments to business priorities, operating constraints, and measurable success metricsLead discovery with a consultative approach to identify high-value workflows for agentic automation; translate goals into a practical delivery roadmapProvide 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 opportunitiesLead kickoff through launch for Certified Agent engagements, ensuring strong scope control, timeline management, and stakeholder alignmentRun process mapping (current and future state), document requirements, and secure signoff on the build packageOptimize 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 standardsBuild UAT plans and test cases; perform internal validation and coordinate customer validation to ensure outcomes meet requirementsDrive launch readiness and adoption: admin and end-user enablement, walkthroughs, and post-launch stabilizationProduce customer-ready documentation (process maps, agent prompt/config rationale, use-case walkthroughs, operating guidance)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 appropriateSupport ongoing services such as agent updates and periodic recertification, ensuring solutions remain aligned to evolving customer needsSet a high bar for delivery quality; improve repeatability through templates, checklists, and playbooksMentor and enable other consultants on Certified Agent delivery methods, prompting standards, and troubleshooting patternsPartner cross-functionally (Solutions, Support, Product/AI, Integrations) to resolve escalations and improve customer outcomesSurface delivery insights and product gaps to inform roadmap, packaging, and services strategySkills4+ 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 environmentsProven experience leading complex, multi-stakeholder implementations with strong project management and executive communicationStrong process mapping and solution design skills, translating ambiguous workflows into scalable operating modelsDeep comfort with hands-on configuration and troubleshooting in workflow platforms, automation systems, and/or enterprise SaaS toolsDemonstrated understanding of prompt design, guardrail configuration, and iterative optimization of AI-driven workflowsStrong facilitation skills (discovery workshops, design sessions, enablement trainings, executive readouts)Excellent written communication; able to produce crisp requirements, plans, and customer-facing documentationAbility to operate autonomously, prioritize across multiple engagements, and drive outcomes in a fast-paced environmentFamiliarity with Model Context Protocol (MCP) concepts and safe tool integration patternsExperience configuring agents with structured memory, tool access, and external system integrationsAbility to diagnose and improve agent performance through structured iteration and evaluationExperience delivering AI-enabled automation (agents, copilots, workflow automation, decisioning) in production environmentsExperience with enterprise tooling and integrations (Salesforce, ServiceNow, Jira, Workday, NetSuite, SAP) and iPaaS/middlewareChange management experience (adoption plans, enablement programs, comms, stakeholder management)Consulting background (Big 4 or similar) or enterprise Professional Services deliveryPMP, Scrum, Agile, or equivalent certificationsCompany OverviewClickUp is a cloud-based productivity and project management software company that provides an all-in-one platforms for task management. It was founded in 2017, and is headquartered in San Diego, California, USA, with a workforce of 1001-5000 employees. Its website is https://clickup.com.