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.
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Questions:
- Full name
- Email address
- Resume/CV
- Cover letter
- Phone
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As part of Wingman’s Independent Contractor Model, your contract will be held under our Singapore entity called Philippines Resources Pte. Ltd.
- Please confirm that you understand your independent contractor agreement/contract will be under Singapore Law and the entity named Philippines Resources Pte. Ltd.
- Please confirm you accept your contract will be sent to you by our Singapore team and you may have to engage with them as well as the Phillipines team for contract questions.
- This is a WFH set-up and the shift schedule starts from 7AM to 4PM MNL time, Mondays to Fridays only.
Are you able to work these hours?
- Are you willing to comply with BIR self-registration as part of the pre- employment process?
- Were you referred to us by an existing staff member?
- If Yes, please fill-out their name below:
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Requirements
To ensure we can effectively evaluate your skills and determine your fit for the role, please take a moment to complete the following requirements. Your responses will provide us with valuable insights into your qualifications and experiences.
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System Information
As part of our requirements, we kindly ask you to attach a screenshot of your device specifications and internet speed. The screenshot should look as follows:
- Specs of your device
- Main Internet Speed
- Back-up Internet Speed
- Please attach a picture of your equipment
- Please attach a picture of your work set-up
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Video Introduction
To record a 1-minute video introduction, ensure that your laptop, camera, and headphones, which will be used for your remote work setup, are ready and functional. Also, the video should be in a landscape format.
Wear something business-appropriate, ensure you're in a quiet environment to avoid background noise and be on a neat background.
You may follow the guide below when introducing yourself
Name and Age
Example: “My name is [Name], and I am [Age] years old.”
Industry Experience
Example: “I have [X years] of experience supporting businesses remotely, where I developed strong skills in [Skill/Area].”
Experience Overview
Example: “In my previous roles, I handled tasks such as [Task], [Task], and [Task], and I am confident using tools like [Software], [Software], and [Software].”
Hobby or Activity
Example: “In my free time, I enjoy [Hobby/Activity].”
Strongest Professional Attribute
Example: “I believe my greatest strength and what I can bring to your team is [Skill/Strength].
Kindly refrain from mentioning family details, such as information about your kids.
Please see the sample video for reference.
Important Note: If your video introduction does not meet the required standards, it may lower your chances of being matched with a client. If this happens, you’ll need to redo your video as soon as possible so we can reprofile you right away for available clients. Don’t worry, the Admin Team will reach out to you if a revision is needed.
- 1-2mins self introduction
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1-min sample call (Voice)
Instruction: Simulate a brief introductory call with a prospective client or customer. Feel free to include a greeting, an introduction of yourself, and a brief overview of our services or products.
- 1-min sample call (Voice) link result
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English Proficiency Test
Please upload a screenshot of your English Proficiency Test. The screenshot should look as follows:
- English Proficiency Test Result
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Personality Test
Please upload a screenshot of your personality test. The screenshot should look as follows:
- Personality Test Result