About the job
At ClickUp, we are more than just a software company; we are pioneering the future of work! Faced with the chaos of work sprawl, we envisioned a better solution. This led us to create the first truly integrated AI workspace, merging tasks, documents, chat, calendar, and enterprise search, all enhanced by context-driven AI. Our mission is to empower millions of teams to break down silos, reclaim their time, and elevate their productivity. As a member of ClickUp, you will have the chance to learn about, utilize, and innovate with AI in ways that will not only transform our product but also the future of work itself. Become part of our daring and innovative team that is redefining possibilities!
About the Role
As the Staff OTC Business Systems Manager, you will own the vision, roadmap, and execution of Go-To-Market (GTM) systems and processes for Order-to-Cash (OTC). This role, which is primarily strategic (80%) with some hands-on components (20%), places you at the crossroads of Sales, Product-Led Growth (PLG), Pricing & Packaging, Deal Desk, Finance, Legal, and GTM Engineering. Your immediate focus will be on simplifying and modernizing the quoting and approval processes, facilitating the transition from Salesforce CPQ to DealHub, and establishing scalable processes for a high-growth PLG SaaS business. You will serve as the primary liaison between GTM stakeholders and engineering teams across Salesforce, DealHub, Ironclad, NetSuite, Outreach, Gong, ZoomInfo, and related tools. The hands-on aspects may involve detailed requirements gathering, solution design, user acceptance testing (UAT), and light configuration in Salesforce/DealHub.
What You’ll Do
Strategy & Roadmap
Own the Vision: Define the comprehensive future state for OTC, outlining how deals transition from product-led trials to sales-assisted enterprise contracts.
Drive Prioritization: Maintain a transparent multi-quarter roadmap that balances quick wins with foundational investments in DealHub, Salesforce, and internal tools.
Manage Delivery: Collaborate with GTM Engineering to scope initiatives, plan sprints, and oversee delivery from discovery through UAT and launch.
Cross-Functional Partnership & Enablement
Serve as the Primary Interface: Act as the key contact for Sales, Deal Desk, Finance, and Legal to gather requirements and resolve systemic execution challenges.
Lead Discovery: Conduct structured discovery sessions to identify and address pain points in quoting and approvals, converting intricate pricing changes into scalable system designs.
Drive Change Management: Spearhead the rollout of new processes, ensuring stakeholders are well-informed and supported throughout the transition.
