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ClickUp is revolutionizing the way the world works. As the only all-in-one productivity platform built from day one for true convergence, ClickUp unifies tasks, docs, chat, calendar, enterprise search, and more—supercharged by context-driven AI. While others scramble to bundle fragmented tools or bolt on AI, we anticipated this future and made it our foundation from the start. Headquartered in San Diego with a rapidly expanding global footprint, we empower over three million teams to break free from silos and reclaim their time—saving at least one day every week. Join ClickUp, one of the fastest-growing SaaS companies on the planet, and help millions of users transform the way they work. We’re not just building software. We’re shaping the future of work. Come join us in building the future—together. 🦄
Are you passionate about harnessing AI to transform business operations, while also excelling as a trusted business partner? We’re seeking a Sr Analyst for Field Operations who thrives at the intersection of sales strategy, advanced technology, and human collaboration. In this pivotal role, you’ll partner with Enterprise and Mid-Market Sales Leaders to drive strategic initiatives—leveraging AI and automation to optimize our sales operating rhythm, while also building strong relationships and ensuring operational excellence.
The Role
- Business Partnership: Build strong relationships with sales leaders and cross-functional partners, acting as a trusted advisor and resource for both AI-driven and traditional operational needs.
- AI-Powered KPI Monitoring: Deploy and manage AI tools and agents to continuously monitor the entire ecosystem of company KPIs, surfacing actionable insights and trends in real time.
- Agent & Automation Development: Build and implement AI agents to automate manual, repetitive elements of the sales operating cadence (e.g., QBR preparation, forecast calls, reporting workflows), freeing up time for higher-value activities.
- Sales Workflow Optimization: Identify opportunities to apply AI and machine learning to solve bottlenecks and inefficiencies in sales processes, collaborating with cross-functional teams to design and deploy scalable solutions.
- Data Analysis & Insight Generation: Analyze sales data using advanced analytics and AI models to provide recommendations that drive revenue growth and operational efficiency.
- Reporting & Dashboarding: Develop and maintain dynamic, AI-enhanced dashboards and reports that track key performance indicators and sales metrics.
- Sales Tools & System Enhancements: Partner with Sales, RevOps, and IT to evaluate, implement, and optimize AI-powered sales tools and platforms.
- Project Management: Lead and support cross-functional projects, ensuring timely delivery, clear communication, and alignment with business objectives.
- Compliance & Best Practices: Ensure all processes—AI-driven and manual—adhere to company policies, industry standards, and best practices.
Qualifications
- Bachelor’s degree in Business, Finance, Computer Science, Data Science, or a related field.
- 4+ years of experience in sales operations, business analysis, RevOps, or a similar role, with a strong focus on AI/automation.
- Demonstrated proficiency in building agents and AI-powered workflows to automate and optimize business processes.
- Hands-on experience with AI/ML tools, agent frameworks (e.g., LangChain, OpenAI, ClickUp AI Agents), and workflow automation platforms.
- Proficiency in CRM software (e.g., Salesforce), data analytics tools (Excel, GSheets, SQL, Tableau), and experience integrating AI solutions into business systems.
- Strong analytical and problem-solving skills, with a track record of using AI to drive business outcomes.
- Excellent communication, interpersonal, and collaboration skills, with the ability to translate technical concepts for non-technical stakeholders and build effective partnerships.
- Proven ability to manage multiple projects simultaneously while maintaining attention to detail and meeting deadlines.
- Self-starter with a passion for continuous learning, innovation, and process improvement.
What We Offer
- A collaborative, forward-thinking environment where AI innovation and human partnership are both valued.
- Opportunities to lead the adoption of AI in sales operations and shape the future of our sales organization.
- Competitive salary and benefits package.
- A culture that values experimentation, learning, and continuous improvement.
If you’re an AI builder who also values strong business relationships and operational excellence, we’d love to meet you. Join us and help redefine what’s possible in Field Operations!
#LI-REMOTE
#LI-REMOTE
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Salary and Benefits
At ClickUp, we believe in transparency and fairness in compensation. The range displayed reflects the minimum and maximum target salaries for the position across all 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’s compensation philosophy.
This position is eligible for the following benefits and perks:
- Equity
- 401k
- Health, Dental, and Vision insurance
- Spending accounts
- Life & Disability
- Paid parental leave
- Flexible paid time off
- Enhanced employee assistance program
- Employee wellness stipend
- Professional development stipend
USA Salary Range (OTE)
$100,000—$140,000 USD
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.
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.
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.
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.
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].
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
