Senior Manager, Business Systems - GTM & AI Automation

At ClickUp, we’re not just building software. We’re architecting the future of work! In a world overwhelmed by work sprawl, we saw a better way. That’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’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’s redefining what’s possible! 🚀

The Senior Manager, Business Systems will lead a high-performing team of Business Systems Analysts supporting ClickUp’s GTM motion, with a mandate to drive AI-first, scalable, and user-centric systems across Salesforce, CPQ, and the broader revenue tech stack. This leader is a player-coach who combines deep GTM systems expertise with relentless ownership, moving with urgency to translate strategy into impact through elegant, reliable solutions that materially improve GTM outcomes.

Key responsibilities:

• Lead, coach, and grow a team of BSAs supporting GTM processes, setting clear expectations for speed, quality, and ownership while providing hands-on mentorship and feedback.

• Build and continuously refine team processes for intake, prioritization, delivery, and QA to enable rapid, iterative releases with high reliability and stakeholder trust.

• Act as the GTM systems owner for Salesforce, CPQ, and adjacent tools, ensuring a cohesive architecture that reduces app sprawl and supports future scale.

• Partner with Sales, GTM Operations, Finance, and Growth to define and execute the roadmap for end-to- end GTM processes, including prospecting, routing, opportunity management, quoting/contracting, forecasting, and commissions.

• Drive AI-first solutioning by identifying automation opportunities, orchestrating AI agents and workflows, and embedding AI-powered features into core GTM processes.

• Lead AI competency building through hands-on experimentation and training, ensuring every analyst evolves into an AI builder capable of deploying agentic workflows.

• Serve as a player-coach by stepping into complex BSA work (requirements, design, configuration, testing) on strategic initiatives to unblock the team and elevate standards.

• Own cross-functional stakeholder alignment, ensuring clear communication of trade-offs, timelines, and business impact for all GTM systems initiatives.

• Partner with Business Systems Engineering and DevOps to ensure robust integrations, monitoring, and near-zero downtime for critical GTM applications.

• Collaborate with the AI Technical Center of Excellence to translate business needs into technical solutions, leading the configuration of AI agents and low-code automations within the BSA team.

• Champion user-centric design across GTM tools, ensuring experiences are intuitive, fast, and delightful, with a feedback loop for continuous improvement.

What success looks like (12–18 months):

• GTM teams experience measurable improvements in speed and efficiency (e.g., faster routing, shorter quote cycles, fewer manual steps) driven by systems changes you’ve led.

• AI-powered workflows and agents are embedded in core GTM processes and are actively used by Sales and Finance, with clear time-savings and quality impact.

• Your team operates as a trusted, proactive partner to GTM and Finance leadership, consistently delivering high-impact projects on aggressive timelines.

• The GTM systems landscape is more converged, with reduced tool sprawl and better data flow across Salesforce, CPQ and financial systems.

• You have shifted the team culture to prioritize urgency and iteration, significantly reducing cycle times for feature releases.

• You have successfully upskilled the BSA team, where AI build competency is evident in their daily workflows and solution designs.

Qualifications:

Experience:

• 5+ years in Business Systems, Revenue Operations, or similar roles, with 2+ years leading or mentoring BSAs or admins in a high-growth SaaS environment.

• Significant hands-on experience with Salesforce Sales Cloud and Salesforce CPQ, including designing and implementing complex quoting, pricing, and approval workflows.

• Proven track record owning end‑to‑end GTM systems initiatives that span Sales, Growth, and Finance, from discovery through adoption and iteration.

• Demonstrated experience working in fast-paced, rapidly changing environments where priorities shift quickly and execution speed is critical.

Skills and competencies:

• Relentless ownership: Consistently takes responsibility for outcomes, drives through obstacles, and ensures nothing falls through the cracks across projects and team commitments.

• Obsession with greatness: Holds a high bar for craft in systems design, configuration, documentation, and user experience; constantly looks for ways to uplevel the team and the tech stack.

• Effectiveness and clarity: Proven ability to simplify complexity. You cut through noise to identify high-leverage points and avoid over-engineering solutions.

• GTM architecture: Deep understanding of SaaS GTM motions (prospecting, routing, pipeline, CPQ, renewals, expansion) and how to stitch systems together to support them end‑to‑end.

• AI and automation: Comfortable assessing processes for AI/automation opportunities and partnering with engineering or platform teams to deliver agentic, automated workflows.

• Stakeholder management: Skilled at navigating executive and cross-functional dynamics, setting expectations, and aligning diverse stakeholders around a clear roadmap and impact narrative.

• Player‑coach leadership: Able to dive into configuration and solutioning when needed, while also building scalable processes and developing the team’s capabilities.

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.

• If you are a European Job Applicant, see our privacy policy for further details.

• If you are a Philippine Job Applicant, see our privacy policy and 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 [email protected].