Job description
ClickUp Implementation Specialist (3-Month Contract)
About the Role
We are a growing marketing agency seeking an experienced ClickUp Implementation Specialist to design, build, and optimise our agency operating system within ClickUp over a 3-month engagement. The successful candidate will work closely with our leadership team to streamline workflows, improve project visibility, automate manual processes, and create a scalable platform that supports our growth.
Scope of Work
- Discovery & Process Design
- Review current workflows and project management processes.
- Facilitate stakeholder workshops.
- Recommend best-practice agency workflows and system architecture.
ClickUp Build & Implementation
- Design and configure ClickUp spaces, folders, lists, templates, statuses, and custom fields.
- Build end-to-end workflows for:
- Client onboarding
- Briefing and intake processes
- Marketing campaign delivery
- Creative and content production
- Recurring and retainer work
- Internal projects
Project Management & Resource Planning
- Implement project tracking and delivery processes.
- Configure workload and resource management.
- Improve visibility of project status, priorities, and team capacity
Time Tracking & Reporting
- Set up timesheets and time-tracking processes.
- Create dashboards and reporting for:
- Project status
- Team workload
- Capacity planning
- Time utilisation
- Delivery performance
Automation & Training
- Build automations to reduce manual administration.
- Document processes and system architecture.
- Deliver training and handover sessions to ensure team adoption.
Deliverables At the completion of the engagement, we expect:
- A fully configured ClickUp workspace.
- Standardised project and briefing templates.
- Resource planning and workload management processes. ● Time-tracking and timesheet framework.
- Automated workflows and reporting dashboards.
- Documentation and team training.
Job requirements
Requirements
- Proven experience implementing ClickUp for agencies or professional services businesses.
- Strong understanding of project management, workflow design, and process improvement.
- Experience with ClickUp automations, dashboards, templates, and reporting.
- Ability to lead workshops and translate business requirements into practical solutions.
- Excellent communication and stakeholder management skills.
IMPORTANT NOTE:
THE RP MUST PROVIDE:
- A brief overview of your ClickUp implementation experience. (A video explaining will do)
- Examples or case studies of similar agency builds.
- Your proposed approach to the project.
Technical Requirements:
- Equipment is self-provided Computer:
- RAM: 8GB
- CPU/Processor: Intel Core i5 or AMD Ryzen 5 (12th generation or newest)
- HDD/SDD: 512 GB
- Operating System: Windows 11 Home or ProAccessories:
- Power Backup: Powestation, Powerbank, UPS, etc.
- Extra Display: Secondary/External Monitor
- Audio & Video: Noise-Cancelling Headset + Web CamInternet:
- Internet Speed: 40-50 Mbps minimum bandwidth speed for both Downloads and Uploads.
Contractor Perks & Rewards:
- 20 Paid Time Off
- Referral Bonus – 70 AUD per successful referral to the Wingman platform (paid at 1st month mark with a client contract).
- Annual Trip – connect with the broader Wingman community in person.
- Dedicated Support Contact (CSM) – someone to help you succeed and stay connected.
- Access to a Network – collaborate with fellow contractors and onshore specialists.
- Opportunities to Upskill – optional sessions, peer learning, and developmental pathways.
- More Work, More Opportunity – potential for additional contracts, Statements of Work, or expanded workloads.
- High-Impact Projects – work alongside top-tier Australian partners on meaningful assignments.
- Flexibility First – deliver your work in your way, with full autonomy on how you achieve outcomes.
- Advisory Support – HR, Tax, and setup guidance available to make contracting seamless.
- 100% Work-From-Home Contracts – all engagements designed for remote delivery.
Pre-engagement requirements for Independent Contractors:
- BIR as you are a contractor (Required to submit any contributions required by the government.)
- NBI or Police Clearance
- Any Government-issued ID
Please note:
Only qualified candidates will be invited for an interview.