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Staff Solutions Operations Manager

Role overview

Qualifications

  • 5+ years in an Operations and/or Strategy role focused on Sales, Pre-Sales, Solutions Engineering/Consulting, or similar GTM functions
  • Deep knowledge of pre-sales methodology, deal qualification, pipeline management, and solution scoping
  • Track record of leading technology-enabled business process transformations with an emphasis on AI and automation tools
  • Expert in managing and analyzing data, building reports and models for executives and senior leaders

Responsibilities

  • Drive forecasting, deal inspection, and win/loss analysis for Solutions Engineering
  • Accelerate AI transformation within the Solutions organization
  • Build and orchestrate AI agents that automate high-volume operational workflows
  • Identify operational bottlenecks and design scalable solutions utilizing process improvements and AI-driven tools

About the company

ClickUp logo

ClickUp

Computer Software / SaaS

ClickUp is the world’s first Converged AI Workspace, replacing all software and AI with a single place for humans and AI agents to work together. ClickUp eliminates all forms of work sprawl, creates 100% context, and drives unprecedented productivity, collaboration, and alignment. 20+ million users rely on ClickUp for: Project & Task Management Team Communication Scheduling & Time Tracking Brain AI Assistant Docs & Wikis AI Meetings & Calls Sprints, CRM, and ITSM Whiteboards & Dashboards Files & Approvals Founded in 2017 and based in San Diego, ClickUp is trusted by 3 million of the world's most innovative teams and is relentlessly focused on delivering its mission to maximize human productivity. ⬇️ Click below to create your free workspace today.

Company details

IndustryComputer Software / SaaS
Company size1001 - 5000

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Job description

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. πŸš€

We're looking for a Revenue Operations Manager (Presales Solutions) to join our team as the trusted business partner to our Solutions Engineering (SE) and Solutions Consulting (SC) leadership. The ideal candidate will be an AI-native, data-driven operator who thrives in solving complex problems and accelerating revenue through pre-sales excellence. You will focus on Solutions functions spanning deal inspection, performance and forecasting, territory design and capacity planning, variable compensation, and scalable engagement frameworks. You will drive the rhythm of business for our Solutions leaders by unlocking data insights, inspecting performance, forecasting pipeline and capacity needs, and influencing strategic decisions. You'll also continuously innovate and enhance our technology automation and AI solutions to deliver compelling pre-sales operations at global scale. This role will represent our stakeholder teams in cross-company projects and initiatives centered on accelerating deal velocity and revenue growth while maintaining operational efficiency.

 

This Solutions Operations leadership role is a career-defining opportunity to join a hyper-growth, industry-defining innovator and shape a function that will have a wide-reaching impact across our company and our customers. We're in need of a highly driven builder to blend strategic planning with rigorous execution across all aspects of our business processes, achieving operational excellence through automation and AI. If this sounds like the next adventure for you, please apply now!

 

About the Role

  • Drive forecasting, deal inspection, and win/loss analysis for Solutions Engineering, providing weekly pacing updates, confidence overlays, and strategic narrative to SE leadership

  • Accelerate AI transformation within the Solutions organization, from opportunity identification and prioritization through requirements definition, design, development, deployment and governance

  • Build and orchestrate AI agents that automate high-volume operational workflows (e.g., deal prep, loss analysis, forecast digests, QBR generation), applying agentic architecture including skills-based design, agent chaining, and composable frameworks

  • Design and maintain SE:AE territory alignment, capacity models, and headcount plans to ensure optimal coverage across segments, geographies, and deal complexity tiers

  • Manage variable compensation operations end-to-end: target setting, leading indicator definition, quota uploads, attainment tracking, incentive development, and payout governance

  • Produce QBRs, executive summaries, and cross-functional communications that synthesize SE and SC performance into compelling narratives for leadership

  • Identify operational bottlenecks and design scalable solutions by utilizing a mix of process improvements, automation, and AI-driven tools to revolutionize critical business processes and increase team productivity

  • Synthesize the Solutions experience and overall trends to drive cross-functional alignment with teams including Sales, Services, Customer Success, Product & Engineering, and Finance

About You

  • 5+ years in an Operations and/or Strategy role focused on Sales, Pre-Sales, Solutions Engineering/Consulting, or similar GTM functions

  • Deep knowledge of pre-sales methodology, deal qualification, pipeline management, solution scoping, and related performance metrics

  • Track record of leading technology-enabled business process transformations, with an emphasis on strategic application of AI and automation tools and techniques (e.g., Claude, Gemini, n8n, Retool, Zapier, Make)

  • AI-native professional who actively leverages generative and agentic AI in their day-to-day work, bringing firsthand expertise to help internal teams unlock the full potential of automation

  • Expert in managing and analyzing data, including building reports and models for executives and senior leaders, front line managers and individual contributors

  • Experience with managing budgets, running a forecasting cadence, and performing variance analysis

  • Effective at engaging and influencing executive stakeholders, building consensus, and driving collaborative change

  • Demonstrated leadership role in building/scaling teams and workflows, preferably in a pre-sales, solutions, or revenue operations function

  • Direct experience with a SaaS business model, customer journey and core KPIs in a high-growth, global environment

  • Proficient with Salesforce, ClickUp, Gong, or comparable platforms

  • Strategic thinker with a bias for action: hands-on, scrappy, and able to take projects to the finish line

  • Exhibits extreme accountability and ownership, with an obsession for continuous improvement and mastery of your craft


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!

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’s journey to build their boldest career.

Equal Opportunity Employer

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.

Privacy Notice

ClickUp collects and processes personal data in accordance with applicable data protection laws. You can find further details by viewing our Global Candidate Privacy Notice.

If you are a Philippine Job Applicant, please also see our Philippine Data Privacy Notice for further details.

Visa Sponsorship

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.

Fraud Alert

ClickUp Talent Acquisition will only initiate contact via an @clickup.com 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.

AI Processing Notice

ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates' employment applications against role-related criteria. These tools support, but do not replace, human decision‑making. If you have questions or need an accommodation in the recruitment process, please contact us at AskPeople@ClickUp.com.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
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