ZipRecruiter

Log In

2

Remote Clickup Jobs in Alabama (NOW HIRING)

RFG Advisory

Project Manager - Technology

Birmingham, AL · On-site +1

$92K - $109K/yr

If remote, occasional travel to Birmingham will be required including onboarding. Reports to ... Keep our shared system of record (Zoho Projects/ClickUp) honest -- projects, owners, dates, and ...

All JobsClickup JobsRemote Clickup JobsRemote Clickup Jobs in Alabama

Remote Clickup information

What are the key skills and qualifications needed to thrive as a Remote ClickUp Specialist, and why are they important?

To thrive as a Remote ClickUp Specialist, you need strong project management skills, a deep understanding of ClickUp's features, and experience in workflow optimization, typically backed by relevant training or certifications. Proficiency with ClickUp, integrations with other productivity tools (like Slack, Google Workspace), and automation platforms is often required. Exceptional communication, problem-solving abilities, and self-motivation are crucial soft skills for collaborating with distributed teams and clients. These skills are important to maximize team productivity, ensure smooth project execution, and drive successful adoption of ClickUp in remote environments.

What is a Remote ClickUp Specialist?

A Remote ClickUp Specialist is a professional who works from a remote location to help clients set up, customize, and optimize the ClickUp project management platform. Their responsibilities often include workflow automation, team training, system integrations, and ongoing support. They use their expertise in ClickUp to streamline business processes, improve productivity, and ensure teams are effectively managing their tasks and projects within the software. Remote ClickUp Specialists may work as freelancers, consultants, or as part of an agency. Their services are valuable for businesses looking to maximize the benefits of ClickUp without hiring a full-time, in-house expert.

What is the easiest remote job to get hired for?

Entry-level remote positions such as data entry, customer support, or administrative assistant roles are generally the easiest to secure, often requiring minimal experience and basic skills. These jobs typically involve using common tools like email, spreadsheets, and communication platforms, and may not require specialized certifications.

What is the difference between Remote Clickup vs Remote Project Coordinator?

AspectRemote ClickupRemote Project Coordinator
Primary RoleTask and project management using ClickUp platformOverseeing project execution, communication, and scheduling
Required SkillsProficiency in ClickUp, organization, time managementCommunication, coordination, basic project management
Work EnvironmentRemote, digital collaboration toolsRemote or hybrid, often with team meetings
Common CertificationsClickUp certifications, project management basicsProject management certifications (e.g., CAPM, PMP) often preferred

Remote Clickup roles focus on managing tasks within the ClickUp platform, emphasizing technical proficiency with the tool. Remote Project Coordinators handle broader project oversight, requiring strong communication and coordination skills. Both roles are remote-friendly and industry-used, but they differ in scope and required credentials.

What career paths are possible at ClickUp?

At ClickUp, career paths include roles in software development, product management, customer support, marketing, sales, and operations. Employees can advance through technical or managerial tracks, often gaining skills in project management tools, collaboration software, and remote work environments.

How does a Remote ClickUp Specialist typically collaborate with distributed teams to optimize workflow processes?

As a Remote ClickUp Specialist, you will frequently collaborate with cross-functional teams through virtual meetings, shared documentation, and ClickUp’s communication tools. Your daily responsibilities often include assessing current workflows, customizing task boards, automating repetitive processes, and providing training or support to team members. Clear communication and adaptability are essential, as you’ll need to understand diverse team needs and translate them into effective ClickUp solutions. The role offers opportunities to develop expertise in project management and automation, often leading to advancement into senior operations or consulting positions.

How to make $80,000 a year working from home?

A remote Clickup specialist or project manager can earn $80,000 annually by gaining relevant skills, certifications, and experience in project management, productivity tools, and remote work environments. Building a strong portfolio, demonstrating efficiency, and taking on high-value clients or roles can help reach this income level while working from home.

Does ClickUp offer remote positions?

ClickUp offers remote positions across various roles, allowing employees to work from home or other locations. Many of these roles require familiarity with project management tools and remote collaboration skills. Job seekers should review specific openings for location and remote work policies.
What are popular job titles related to Remote Clickup jobs in Alabama? For Remote Clickup jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Remote Clickup jobs in Alabama look for? The top searched job categories for Remote Clickup jobs in Alabama are:
What cities in Alabama are hiring for Remote Clickup jobs? Cities in Alabama with the most Remote Clickup job openings:
Remote Clickup jobs near you
Project Manager - Technology

Project Manager - Technology

RFG Advisory

Birmingham, AL • On-site, Remote

$92K - $109K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

RFG Advisory is at a strategic inflection point. Our technology stack is reshaping itself continuously, and the build-versus-partner discipline that drives those decisions cannot live in one person’s head at the senior leadership level. This role exists to change that.


This is a Super-IC seat (60% hands-on builder, 40% process thinker) for someone who ships, prototypes, and demonstrates solutions. You take a tool, a signal, or an API connection and turn it into a working flow that an advisor or internal team can actually use, fast. This role is the proof point that RFG is not just talking about being tech-forward. We are doing it.


Location: This role can be in our Birmingham office or remote.

  • If in Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote). 
  • If remote, occasional travel to Birmingham will be required including onboarding.


Reports to: Vice President or Technology and Operations


What You\'ll Do:

Build the Connective Tissue

  • Prototype and ship internal tools, agents, and AI-powered workflows across our advisor and corporate stacks (Salesforce, HubSpot, Zocks, ClickONE, Microsoft 365, Schwab integrations, and more).
  • Take a half-defined signal, API connection, or vendor demo and turn it into a working v1 within days — demos and working prototypes are your primary deliverable.
  • Use APIs, MCP servers, Claude Console, MS Copilot Studio, and MS Foundry to compress what used to take an integration partner six weeks into a demo-ready build.

Build vs. Partner Discipline

  • Own the build-vs-partner discipline: form and communicate a clear point of view on what to build, buy, bend, or leave alone — sequenced against what’s already in flight.
  • Document decisions and trade-offs so the organization can move with confidence.

Drive Delivery & Project Discipline

  • Hold the multi-thread program in your head: clear scope, sequenced milestones, weekly status, and retros that produce real changes without heavy ceremony.
  • Communicate status to leadership in the format they need to make decisions — short, sharp, and timely.
  • Keep our shared system of record (Zoho Projects/ClickUp) honest — projects, owners, dates, and decisions visible. Document, hand off cleanly, and make the next person’s job easier.

Partner Across the Org

  • Ask why an advisor would care, why the CEO would fund it, and why the team would adopt it — before you build. Work alongside Corporate and Advisor Tech teams as the explorer at the front.
  • Translate AI capability and technical decisions into language our CEO, board, and advisors can act on.

Requirements

Experience

  • 5+ years building and shipping software-powered workflows, internal tooling, or products as a technical PM, solutions engineer, or product ops leader — where you owned the problem definition and the build.
  • Demonstrated experience shipping AI-powered or automation-heavy work in production (agents, MCP, Copilot/Claude-driven workflows, etc.). Side projects and personal builds count.
  • Demonstrated track record running cross-functional projects end-to-end: scoping, sequencing, status, risk management, and stakeholder communication.
  • Comfort across messy, multi-entity environments (CRM, marketing automation, financial planning, custodian integrations). Wealth-management experience is a plus, not required.
  • Track record of partnering with non-technical executives and translating capability into business outcomes.

AI & Tooling Fluency

  • Daily use of frontier AI tools (Claude, ChatGPT, Copilot, Lovable) for both building and thinking — with a point of view on when to use which and why.
  • Working understanding of APIs, webhooks, MCP, agentic patterns, prompt engineering, and lightweight scripting (Python or JS).
  • Comfort with at least one CRM (Salesforce or HubSpot) at the configuration/workflow/data-model level.
  • Experience with Zocks, Snowflake, RightCapital, eMoney, Income Lab, Orion, Schwab APIs, or similar wealthtech is preferred.

Project Management & Tooling

  • Comfortable running cross-functional work in modern PM tooling (Zoho Projects, Asana, ClickUp, Jira, Linear, Monday.com — the muscle matters, not the brand).
  • A critical eye on tools, not loyalty to them. We want someone who can evaluate a tool against the job and push back when it’s the wrong fit.
  • Bonus: experience configuring or building inside a PM tool (custom fields, automations, dashboards, CRM integrations).

Education

  • Bachelor’s degree in a technical, business, or related field, or equivalent hands-on experience. We weight the work over the degree.

Core Competencies null
Company

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We\'re building the RIA of the Future-powered by innovation, collaboration, and execution.

We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day.

If you\'re energized by precision, structure, and being the person who makes it all happen-we\'d love to meet you.

www.RFGadvisory.com/awards

This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy.

We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law.

We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process. 


Benefits and Compensation

Salary: $140,000-$160,000

  • Competitive salary + bonus pool
  • Generous PTO, holidays, and a Charitable Service Day
  • Health, dental, vision insurance + RFG Advisory stipend
  • Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
  • Lifestyle Spending Account
  • 401(k) with Safe Harbor contribution
  • Paid parental leave, short- and long-term disability, life insurance
  • Surface Pro + home office setup
  • Pet Insurance
  • Continuing education and professional development support

Apply