- Partner with Sales and Success to lead technical discovery and deliver tailored demos.
- Show how ClickUp, integrations, and AI-enabled workflows map to customer needs.
- Design and lead proof-of-value or proof-of-concept work.
- Translate stakeholder requirements into solution recommendations, workflow designs, reporting approaches, and lightweight technical architecture.
- Support technical validation, including integration discussions, data migration considerations, security and process questions, and RFP responses.
- Build custom reports, dashboards, and demo environments based on customer use cases.
- Stay current on product capabilities and releases to explain solutions accurately.
- Work with Account Executives, Customer Success, Product, and Engineering to remove blockers and improve the customer experience.
RESTful APIs