ClickUP Implementation Specialist | WM Creative

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.

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 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

NOTE: If you think you got the skills and experience  we are looking for but short on technical requirements, don’t hesitate to reach out to us to discuss the matter

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Only qualified candidates will be invited for an interview.