Kevin Liu

Pioneer
DISC Type : Ids

Director, Customer Strategy & Operations at ClickUp

New York, New York, United States

Overview

Kevin leads Revenue Strategy & Operations at ClickUp, excelling in process optimization and technology implementation to accelerate growth. A University of Pennsylvania graduate, he has a history of transforming global client service and customer success operations at firms like Eze Software and Seismic. Colleagues describe him as strategic and cross-functional.

Based on his stated interests, Kevin appears to maintain a strong connection with his alma mater, the University of Pennsylvania, and likely follows the universitys community and events.

He once led strategic initiatives to evolve a global client service group of over 400 employees.

Personality Overview

Driven But Considerate

Decisive But Friendly

Friendly But Fast

They have the unique ability to win both love and respect from their team (or outsiders)  If they are convinced, they can become very strong champions for your product They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed

Topics They Care About

Revenue Operations
His entire career focuses on aligning people, process, and technology with revenue strategy to accelerate growth and efficiency.
Customer Engagement
He recently promoted a role focused on up-leveling and transforming customer engagement processes at his company.
Partner Enablement
He is actively involved in building a partner ecosystem, recently highlighting a key role for a Partner Enablement Manager.

Media Appearances

Pricing Lessons from the Fastest Growing Companies with Kevin Liu (ClickUp). Featured in YouTube

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Kevin Liu Testimonial – ClickUp Customer Success Story. Featured in YouTube

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Work History

3-2024
Director, Customer Strategy & Operations at ClickUp
3-2023 - 2-2024
Senior Manager, Operations & Strategy at ClickUp
6-2022 - 2-2023
Revenue Strategy Manager at ClickUp
3-2020 - 4-2022
Director, Customer Success and Professional Services Operations at Seismic
Director, Client Service Operations at Eze Software

Education

Bachelor of Arts - BA from University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 5 Location : New York, New York, United States Job Level : Mid-senior Designation : Director, Customer Strategy & Operations at ClickUp
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Insights For Selling To Kevin

During A Call Or A Meeting

DO's

  • Build a trustworthy relationship while keeping the product center-stage
  • During followups, use calls or text if needed, they should be fine
  • Showcase existing customers and use case-studies to grab their attention

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kevin is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Kevin

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Kevin move?

  • They are generally fast movers and can take quick decisions
  • Can Kevin take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Kevin

Personality Compatibility


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