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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. 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. Availability and expected consulting rates. Contract Length: 3 Months Location: Remote Start Date: ASAP Reporting To: Agency Leadership Team 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. To Apply Please provide: ● A brief overview of your ClickUp implementation experience. ● Examples or case studies of similar agency builds. ● Your proposed approach to the project. ● Availability and expected consulting rates. 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 Pro Accessories: Power Backup: Powestation, Powerbank, UPS, etc. Extra Display: Secondary/External Monitor Audio & Video: Noise-Cancelling Headset + Web Cam Internet: 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.