- Hire, coach, and develop TAMs to grow their technical acumen, consultative skills, and customer impact
- Build a culture of accountability, continuous improvement, and customer obsession
- Maintain visibility across the team's full book of business, ensuring proactive health management and early risk identification
- Drive consistent execution of adoption and recovery plays at scale
- Establish and refine team processes, playbooks, and quality standards that drive consistency, efficiency, and repeatability across onboarding, recurring services, account health, and AI & Agent enablement motions
- Champion the adoption of AI and automation across the team's delivery model
- Ensure TAMs are equipped to drive customer outcomes through ClickUp AI, workflow automation, and emerging platform capabilities
- Recruit, onboard, and develop a high-performing team of TAMs, setting clear expectations for delivery quality, customer outcomes, and professional growth
- Conduct regular 1:1s, account reviews, and coaching sessions to accelerate skill development across consultative discovery, solution design, AI enablement, and executive engagement
- Maintain a portfolio-level view of account health, adoption, and risk across your team's full book of business
- Ensure your team executes consistent account review cadences, adoption plays, and recovery plans
- Own escalation management for high-risk accounts within your pod
- Define, document, and continuously improve team workflows, playbooks, and quality standards
- Drive adoption of team-level metrics and KPIs, using data to identify performance gaps
- Partner with CX Operations and Programs to implement and iterate on scalable processes
- Champion the team's adoption and mastery of ClickUp AI, automation, and Agent capabilities
- Identify patterns and opportunities across the portfolio for AI use cases, building team-level best practices
- Track and report on team-level AI adoption metrics, credit consumption trends, and customer impact
- Own team-level retention, expansion, and renewal targets
- Coach TAMs on connecting platform adoption to business value using established value frameworks
- Partner with Sales and CS leadership on strategic account planning for high-value or complex accounts
- Drive alignment between your team's delivery and the broader account strategy for renewals, expansions, and AI upsells
- Serve as the primary liaison between your TAM pod and CX leadership, Sales, Product, Support, and Services
- Translate customer and team insights into actionable feedback for Product, Engineering, and Enablement
- Collaborate with peer managers and senior leaders to share best practices, align on standards, and drive consistency across the TAM organization
- Represent the TAM team in cross-functional planning, EBRs, and strategic initiatives
Artificial Intelligence