Qureos Mentor

ClickUp

<div><div><p>Location</p><div>
United States of America</div></div><div><p>
Employment Type</p><div>
Full time</div></div><div><p>
Location Type</p><div>
Remote</div></div><div><p>
Department</p><div>
IT</div></div><div><p>
Compensation</p><ul><div><p>
$150K &ndash; $200.5K</p></div></ul><div><div><b>
Salary and Benefits</b></div><div><i>
At ClickUp, we believe in transparency and fairness in compensation. The range displayed reflects the minimum and maximum target salaries for the position across </i><b><i>all</i></b><i> US locations. Please note that the actual compensation for this position may vary and is dependent on factors such as geographic location, interview performance, years of experience, education level, and specific skills. We encourage candidates to discuss compensation expectations during the interview process to ensure alignment with their qualifications and our company&rsquo;s compensation philosophy.</i></div><div><i>
This position is eligible for the following benefits and perks:</i></div><ul><li><div><i>
Equity</i></div></li><li><div><i>
401k</i></div></li><li><div><i>
Health, Dental, and Vision insurance</i></div></li><li><div><i>
Spending accounts</i></div></li><li><div><i>
Life &amp; Disability</i></div></li><li><div><i>
Paid parental leave</i></div></li><li><div><i>
Flexible paid time off</i></div></li><li><div><i>
Enhanced employee assistance program</i></div></li><li><div><i>
Employee wellness stipend</i></div></li><li><div><i>
Professional development stipend</i></div></li></ul></div></div></div>
<br><div><div><p>Overview</p><p>
Application</p></div><p></p><div><div><div>
At ClickUp, we&rsquo;re not just building software. We&rsquo;re architecting the future of work! In a world overwhelmed by work sprawl, we saw a better way. That&rsquo;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&rsquo;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&rsquo;s redefining what&rsquo;s possible!   </div><p>
About the Role</p><p>
The Staff OTC Business Systems Manager owns the vision, roadmap, and delivery of GTM systems and processes for Order‑to‑Cash (OTC) as an individual contributor at the intersection of Sales, PLG, Pricing &amp; Packaging, Deal Desk, Finance, Legal, and GTM Engineering (80% strategy/analysis, 20% hands‑on). Your immediate mandate is to simplify and modernize quoting and approvals, lead the transition from Salesforce CPQ to DealHub, and build scalable processes for a high‑growth PLG SaaS business as the primary interface between GTM stakeholders and engineering across Salesforce, DealHub, Ironclad, NetSuite, Outreach, Gong, ZoomInfo, and related tools. The role is 80% strategy/analysis, 20% hands‑on. Hands‑on work may include detailed requirements, solution design, UAT, and light configuration in Salesforce/DealHub.</p><p></p><p>
What You&rsquo;ll Do</p><p>
Strategy &amp; Roadmap</p><ul><li><div><b>
Own the Vision: </b>Define the end-to-end future state for OTC, mapping how deals progress from product-led trials to sales-assisted enterprise contracts.</div></li><li><div><b>
Drive Prioritization</b>: Maintain a transparent multi-quarter roadmap that balances quick wins with foundational investments in DealHub, Salesforce, and internal tooling.</div></li><li><div><b>
Manage Delivery:</b> Partner with GTM Engineering to scope initiatives, plan sprints, and manage delivery from discovery through UAT and launch.</div></li></ul><p>
Cross-Functional Partnership &amp; Enablement</p><ul><li><div><b>
Serve as the Primary Interface:</b> Act as the main point of contact for Sales, Deal Desk, Finance, and Legal to capture requirements and triage systemic execution issues.</div></li><li><div><b>
Lead Discovery:</b> Conduct structured discovery to identify pain points in quoting and approvals, translating complex pricing changes into scalable system designs.</div></li><li><div><b>
Drive Change Management</b>: Own the rollout of new processes, including stakeholder alignment, communication plans.</div></li></ul><p>
Systems &amp; Experience Design</p><ul><li><div><b>
Lead the CPQ Transition:</b> Spearhead the product side of the migration from Salesforce CPQ to DealHub, ensuring a seamless transition for revenue teams.</div></li><li><div><b>
Simplify Complexity:</b> Redesign deal approval and quoting experiences to reduce cycle time while preserving necessary financial guardrails and controls.</div></li><li><div><b>
Ensure Cohesion:</b> Define configuration principles that maintain data quality and workflow integrity across the stack (Ironclad, NetSuite, Gong, ZoomInfo).</div></li></ul><p>
Optimization, Automation &amp; Control</p><ul><li><div><b>
Automate Workflows:</b> Identify and prioritize opportunities to automate approvals, quote generation, and billing handoffs to reduce manual errors.</div></li><li><div><b>
Leverage AI:</b> Collaborate on AI-assisted experiences (guided selling, smart approvals) to support both PLG and sales-assisted motions.</div></li><li><div><b>
Measure &amp; Iterate:</b> Define key metrics (quote-to-close time, error rates) and use data to continuously refine processes, ensuring they meet audit and financial control requirements.</div></li></ul><p></p><p>
What You&rsquo;ll Bring</p><p><b>
Experience</b></p><ul><li><div>
6&ndash;10+ years in systems management, internal tools/product, or business systems product ownership in high‑growth B2B SaaS with both PLG and sales‑assisted motions (e.g., self‑serve sign‑ups, PQLs, expansions).</div></li><li><div>
Prior work with GTM and/or finance‑adjacent systems, including Salesforce and a CPQ platform (Salesforce CPQ, DealHub, or similar) plus exposure to ERP/billing (e.g., NetSuite).</div></li><li><div>
Demonstrated success simplifying complex quoting, approval, or O2C workflows in a fast‑paced environment with frequently changing pricing and packaging.</div></li></ul><p><b>
Domain &amp; technical skills</b></p><ul><li><div>
Strong understanding of SaaS GTM and OTC (quoting, discounting, approvals, contracting, billing models, renewals, amendments, expansions) and how PLG funnels, self‑serve subscriptions, and in‑product upgrades connect to CRM, CPQ, billing, and revenue reporting.</div></li><li><div>
Comfortable working with system concepts such as data models, integrations, and APIs, and collaborating closely with engineers and architects to make pragmatic trade‑offs.</div></li><li><div>
Ability to analyze data (e.g., funnel metrics, cycle times, error rates, conversion by motion) to drive prioritization and measure impact.</div></li></ul><p><b>
Product &amp; stakeholder skills</b></p><ul><li><div>
Proven track record owning a roadmap and driving cross‑functional alignment across Sales, Growth/PLG, Pricing &amp; Packaging, Deal Desk, Finance, Legal, and Engineering.</div></li><li><div>
Exceptional written and verbal communication, with the ability to clearly explain complex systems and trade‑offs to both executive and frontline audiences.</div></li><li><div>
Strong influencing skills and executive presence; able to align senior stakeholders on priorities and path forward without direct authority.</div></li></ul><p><b>
Working style</b></p><ul><li><div>
Bias for action and comfort with ambiguity; you bring structure to messy problem spaces and move initiatives forward.</div></li><li><div>
User‑obsessed mindset with a strong sense of ownership over the seller, approver, and internal stakeholder experience.</div></li><li><div>
High standards for quality and control, balanced with pragmatism and an iterative approach to shipping improvements.</div></li></ul><p><br>
Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!</p><p>
At ClickUp, we assess every candidate based on the potential impact they can have. We hire the best people for the job and support each person&rsquo;s journey to build their boldest career.</p><p></p><p><b><br>
Equal Opportunity Employer
</b></p><p><i>ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.</i></p><p></p><p><b>
Privacy Notice</b></p><p><i>
ClickUp collects and processes personal data in accordance with applicable data protection laws.</i></p><ul><li><div><i>
If you are a European Job Applicant, see our </i><i>privacy policy </i><i>for further details.</i></div></li><li><div><i>
If you are a Philippine Job Applicant, see our </i><i>privacy policy</i><i> and our </i><i>Philippine Data Privacy Notice</i><i> for further details.</i></div></li></ul><p></p><p><b>
Visa Sponsorship</b></p><p><i>
Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.</i></p><p></p><p><b>
Fraud Alert</b></p><p>
ClickUp Talent Acquisition will only initiate contact via an <b>@</b><b>clickup.com</b> email or through our official careers portal on clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to support@clickup.com.</p></div></div></div><p></p>

Staff Order to Cash Business Systems Manager

<div><div><p>Location</p><div>
United States of America</div></div><div><p>
Employment Type</p><div>
Full time</div></div><div><p>
Location Type</p><div>
Remote</div></div><div><p>
Department</p><div>
Customer Experience</div></div><div><p>
Compensation</p><ul><div><p>
$110K &ndash; $150K</p></div></ul><div><div><b>
Salary and Benefits</b></div><div><i>
At ClickUp, we believe in transparency and fairness in compensation. The range displayed reflects the minimum and maximum target salaries for the position across </i><b><i>all</i></b><i> US locations. Please note that the actual compensation for this position may vary and is dependent on factors such as geographic location, interview performance, years of experience, education level, and specific skills. We encourage candidates to discuss compensation expectations during the interview process to ensure alignment with their qualifications and our company&rsquo;s compensation philosophy.</i></div><div><i>
This position is eligible for the following benefits and perks:</i></div><ul><li><div><i>
Equity</i></div></li><li><div><i>
401k</i></div></li><li><div><i>
Health, Dental, and Vision insurance</i></div></li><li><div><i>
Spending accounts</i></div></li><li><div><i>
Life &amp; Disability</i></div></li><li><div><i>
Paid parental leave</i></div></li><li><div><i>
Flexible paid time off</i></div></li><li><div><i>
Enhanced employee assistance program</i></div></li><li><div><i>
Employee wellness stipend</i></div></li><li><div><i>
Professional development stipend</i></div></li></ul></div></div></div>
<br><div><div><p>Overview</p><p>
Application</p></div><p></p><div><div><div>
At ClickUp, we&rsquo;re not just building software. We&rsquo;re architecting the future of work! In a world overwhelmed by work sprawl, we saw a better way. That&rsquo;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&rsquo;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&rsquo;s redefining what&rsquo;s possible!   </div><p><b>
Overview</b></p><p>
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&rsquo;s workspace and workflows to reduce manual effort, improve quality and compliance, and unlock scalable ROI.</p><p>
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.</p><p></p><p><b><br>
The Role</b></p><ul><li><div>
Strategic Advisory and Executive Partnership</div></li><li><div>
Own senior stakeholder relationships; align agent deployments to business priorities, operating constraints, and measurable success metrics.</div></li><li><div>
Lead discovery with a consultative approach to identify high-value workflows for agentic automation; translate goals into a practical delivery roadmap.</div></li><li><div>
Provide guidance on governance, risk controls, and adoption strategy for AI-enabled workflows (ownership, escalation paths, monitoring, change management).</div></li><li><div>
Own ongoing post-launch customer relationship management, proactively monitoring adoption and outcomes, coordinating cross-functional stakeholders, and identifying risks and expansion opportunities.</div></li></ul><p><b><br>
AI Agent Deployment Leadership (End-to-End Delivery)</b></p><ul><li><div>
Lead kickoff through launch for Certified Agent engagements, ensuring strong scope control, timeline management, and stakeholder alignment.</div></li><li><div>
Run process mapping (current and future state), document requirements, and secure signoff on the build package.</div></li><li><div>
Optimize customer workspace foundations to support agent-driven operations (structure, permissions, templates, reporting, operational hygiene).</div></li><li><div>
Configure Certified Agents and supporting workflows; apply prompting best practices and implementation standards.</div></li><li><div>
Build UAT plans and test cases; perform internal validation and coordinate customer validation to ensure outcomes meet requirements.</div></li><li><div>
Drive launch readiness and adoption: admin and end-user enablement, walkthroughs, and post-launch stabilization.</div></li><li><div>
Produce customer-ready documentation (process maps, agent prompt/config rationale, use-case walkthroughs, operating guidance).</div></li></ul><p></p><p><b><br>
Value Realization and Expansion</b></p><ul><li><div>
Establish and track KPIs that demonstrate business impact (efficiency gains, error reduction, throughput, compliance, ROI).</div></li><li><div>
Identify expansion opportunities for additional agent use cases and broader workflow optimization, partnering with Sales/CS as appropriate.</div></li><li><div>
Support ongoing services such as agent updates and periodic recertification, ensuring solutions remain aligned to evolving customer needs.</div></li></ul><p></p><p><b><br>
Operational Excellence and Team Leadership</b></p><ul><li><div>
Set a high bar for delivery quality; improve repeatability through templates, checklists, and playbooks.</div></li><li><div>
Mentor and enable other consultants on Certified Agent delivery methods, prompting standards, and troubleshooting patterns.</div></li><li><div>
Partner cross-functionally (Solutions, Support, Product/AI, Integrations) to resolve escalations and improve customer outcomes.</div></li><li><div>
Surface delivery insights and product gaps to inform roadmap, packaging, and services strategy.</div></li></ul><p><b><br>
Qualifications</b></p><ul><li><div>
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).</div></li><li><div>
Experience delivering AI-enabled automation (agents, copilots, workflow automation, decisioning) in production environments.</div></li><li><div>
Proven experience leading complex, multi-stakeholder implementations with strong project management and executive communication.</div></li><li><div>
Strong process mapping and solution design skills, translating ambiguous workflows into scalable operating models.</div></li><li><div>
Deep comfort with hands-on configuration and troubleshooting in workflow platforms, automation systems, and/or enterprise SaaS tools.</div></li><li><div>
Demonstrated understanding of prompt design, guardrail configuration, and iterative optimization of AI-driven workflows.</div></li><li><div>
Strong facilitation skills (discovery workshops, design sessions, enablement trainings, executive readouts).</div></li><li><div>
Excellent written communication; able to produce crisp requirements, plans, and customer-facing documentation.</div></li><li><div>
Ability to operate autonomously, prioritize across multiple engagements, and drive outcomes in a fast-paced environment.</div></li><li><div>
Familiarity with Model Context Protocol (MCP) concepts and safe tool integration patterns.</div></li><li><div>
Experience configuring agents with structured memory, tool access, and external system integrations.</div></li><li><div>
Ability to diagnose and improve agent performance through structured iteration and evaluation.</div></li></ul><p></p><p><b><br>
Bonus</b></p><ul><li><div>
Experience delivering AI-enabled automation (agents, copilots, workflow automation, decisioning) in production environments.</div></li><li><div>
Experience with enterprise tooling and integrations (Salesforce, ServiceNow, Jira, Workday, NetSuite, SAP) and iPaaS/middleware.</div></li><li><div>
Change management experience (adoption plans, enablement programs, comms, stakeholder management).</div></li><li><div>
Consulting background (Big 4 or similar) or enterprise Professional Services delivery.</div></li><li><div>
PMP, Scrum, Agile, or equivalent certifications.</div></li></ul><p></p><p><br>
Unsure if you meet all the qualifications of this job description but are deeply excited about the role? We hire based on ambition, grit, and a passion for improving the way people work. If you think ClickUp is the company for you, we encourage you to apply!</p><p>
At ClickUp, we assess every candidate based on the potential impact they can have. We hire the best people for the job and support each person&rsquo;s journey to build their boldest career.</p><p></p><p><b><br>
Equal Opportunity Employer
</b></p><p><i>ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.</i></p><p></p><p><b>
Privacy Notice</b></p><p><i>
ClickUp collects and processes personal data in accordance with applicable data protection laws.</i></p><ul><li><div><i>
If you are a European Job Applicant, see our </i><i>privacy policy </i><i>for further details.</i></div></li><li><div><i>
If you are a Philippine Job Applicant, see our </i><i>privacy policy</i><i> and our </i><i>Philippine Data Privacy Notice</i><i> for further details.</i></div></li></ul><p></p><p><b>
Visa Sponsorship</b></p><p><i>
Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.</i></p><p></p><p><b>
Fraud Alert</b></p><p>
ClickUp Talent Acquisition will only initiate contact via an <b>@</b><b>clickup.com</b> email or through our official careers portal on clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to support@clickup.com.</p></div></div></div><p></p>

Professional Services Consultant, AI Solutions

Join ClickUp and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

ClickUp

About Company

Staff Order to Cash Business Systems Manager

Professional Services Consultant, AI Solutions