Lexi McGee

AI Solutions Consultant at ClickUp | Deploying Certified Agents That Elevate How Teams Work

San Diego, California, United States

About

Operations and enablement leader with 8+ years of experience in implementation, customer success, operations, and account management. Skilled in customer experience, workflow design, SaaS adoption, AI-assisted automation, and turning operational complexity into solutions that stick. Delivered across startups, SaaS, and consulting — always at the intersection of how systems work and how people use them. Tool stack • Salesforce, Tableau, ClickUp, Notion, Airtable, and AI implementation Certified • ClickUp Admin & Expert | Notion Admin Personal framework • Understand → Align → Enable Top 5 strengths • Relator | Connectedness | Arranger | Responsibility | Achiever

Experience

  • Senior AI Solutions Consultant at ClickUp
    Jun 2026 - Present · 2 mos

    Leading end-to-end AI agent deployments for ClickUp's enterprise clients, from discovery and strategy through configuration, launch, and adoption. I partner with executive and operational stakeholders to identify high-value workflows, design agentic solutions, and deliver measurable outcomes: reduced manual effort, improved compliance, and scalable ROI. Day to day, that means process mapping, workspace optimization, prompt design, UAT, enablement, and the ongoing relationship management that makes it all stick. Building repeatable playbooks as we scale Certified Agent delivery across the organization.

  • Manager, Business Operations at Emerson College
    Jan 2024 - Jun 2026 · 2 yrs 6 mos

  • Implementation & Solutions Consultant at Collective 22
    Jan 2022 - Jan 2024 · 2 yrs 1 mo

  • 2U (3 yrs 7 mos)
    • Customer Success Manager
      Jan 2021 - Jan 2022 · 1 yr 1 mo

    • Customer Success Advisor
      Jul 2018 - May 2021 · 2 yrs 11 mos

  • Leadership Consultant at Phi Mu Fraternity
    Jul 2017 - May 2018 · 11 mos